China Humanoids brief
China's 10K-humanoid-by-Dec-2026 mandate is a structural automation capex story entirely inaccessible via NSE/MCX direct names; the only live risk to your Indian book is FII rotation out of Indian indices toward China/gl…
Decide
Choose two research notes. The page surfaces agreement, conflict and missing coverage instead of two long documents side by side.
Fast read: Only A covers Global equities and Indian equities. Only B covers Gold & commodities. They share no asset class, so there is nothing to cross-check directly.
China's 10K-humanoid-by-Dec-2026 mandate is a structural automation capex story entirely inaccessible via NSE/MCX direct names; the only live risk to your Indian book is FII rotation out of Indian indices toward China/gl…
Structural gold bull intact — Axis rates 15% overweight (extreme bull: 20-25% over 5-7yr) on de-dollarisation and geopolitical safe-haven demand, with interim entry volatility expected and one genuine tail risk: a govern…