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China’s economy grew 4.5% year-on-year in the third quarter of 2026, supported by strong glob...more...
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Entering an offensive product cycle
Broad-based beat; FY28 US guidance optimistic vs base case
Mixed bag; aspires to build the full AI stack
Sharp price-value disconnect emerging
Healthy OI and diversified exposure underpin positive outlook
Growth rebounds; lower provisions drive-up RoA
E-2W demand robust; EL to expand Ather’s TAM/margins
India gaining traction despite global uncertainties; reiterate Buy
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