economy 26 - The Latremie Post

Market Outlook: Technical Call of The Day & Top 5 Stocks In Focus For October 3

Nifty index opened on a flattish note around the 24,620 zone, with bulls taking charge right from the opening tick, maintaining momentum throughout the session. Supported by the RBI policy outcome, a wave of short covering further fueled the rally, enabling the index to break its nine-day losing streak. Nifty smoothly crossed and held above key hurdles at 24,750-24,800, eventually forming a large bullish candle on the daily chart.

This move negated the sequence of lower highs and lower lows seen over the past nine sessions, with the index closing the day with strong gains of 225 points. Now, it needs to hold above the 24,750 zone for an up move towards 25,000, followed by 25,100 levels. On the downside, support is shifting higher to 24,750 and then 24,600.

**Option Front Analysis:**
– Maximum Call Open Interest (OI) is at 25,000 and 24,900 strikes
– Maximum Put OI is at 24,600 and 24,700 strikes
– Call writing observed at 24,950 and 25,000 strikes
– Put writing noted at 24,700 and 24,600 strikes

Option data suggests a broader trading range between 24,300 to 25,300, with an immediate range between 24,600 and 25,100.

—

S&P BSE Sensex opened on a steady note around the 81,170 zone. Bulls seized control from the start, keeping momentum strong throughout the session. The RBI policy announcement acted as a trigger for short covering, propelling the rally and ending the recent losing streak.

The index comfortably crossed and sustained above key hurdles at 80,500 and 81,000, forming a large bullish candle on the daily chart. This rebound negated the sequence of lower highs and lower lows that had persisted recently. Sensex closed the day with robust gains of nearly 700 points.

The index now needs to hold above the 80,600 zone for an upward move towards 81,200 and then 81,500 levels. On the downside, support is rising to 80,600 and then 80,300.

—

**Bank Nifty** opened flat but witnessed strong buying momentum after the RBI monetary policy outcome, extending gains toward the 55,400 zone late in the session. It formed a large bullish candle on the daily scale, with strong buying seen across private banks.

The Bank Nifty closed near 55,350 with decent gains of around 700 points. This rate-sensitive index is now above its 50-day exponential moving average (DEMA) and is relatively outperforming the broader market.

Key levels to watch:
– Support at 55,000 and 54,750
– Upside targets at 55,750 and 56,000

—

**Nifty Futures:**
Nifty futures closed positive with gains of 0.83% at 24,982 levels.

Positive setups were seen in stocks like Shriram Finance, Piramal Pharma, LTF, Nykaa, SRF, Sun Pharma, APL Apollo, GMR Airport, AB Capital, and ONGC.

Weakness was observed in Delhivery, Cummins India, AU Bank, Bajaj Auto, Tata Steel, Max Health, Infosys, Tata Elxsi, Petronet, and Ultratech Cement.

—

### SWSOLAR – Technical Call of the Day

The stock has been trading sideways since early August and witnessed a downward trajectory from the last week of September. However, it has respected its April lows and managed to close above those levels, as highlighted by the trend line on the chart.

In the past two sessions, volumes have picked up, supported by positive RSI divergence visible on daily charts, reflecting a strong bounce back from oversold zones. With a healthy order book, the risk-reward ratio looks favorable for SWSOLAR.

**Recommendation:**
– Buy SWSOLAR
– Current Market Price (CMP): 244.95
– Stop Loss (SL): 223.25
– Target (TGT): 270.70

—

### Top 5 Stocks to Watch Out for on 3rd October 2025

**Lemon Tree Hotels:**
Lemon Tree Hotels announced the signing of its latest property, Keys Select by Lemon Tree Hotels, Haridwar, featuring 52 well-appointed rooms, a restaurant, conference hall, and recreational facilities including a fitness center. This signing will expand the company’s leisure portfolio in Uttarakhand, where they already have 8 operational and 9 upcoming properties.

**KRBL:**
KRBL has been declared the successful bidder in an e-auction conducted by the Justice (Retd.) R.M. Lodha Committee for immovable properties situated in Panipat, Haryana. The reserve price was Rs 104 crore, while KRBL’s final bid stood at Rs 402 crore. The acquisition aims at setting up a plant, warehousing, allied activities, or partial monetization of land.

**Zydus Lifesciences:**
Zydus Lifesciences’ wholly owned subsidiary Sentynl Therapeutics, Inc. has received a Complete Response Letter (CRL) from the USFDA regarding its New Drug Application (NDA) for copper histidinate (CUTX-101), intended to treat Menkes disease in pediatric patients. The CRL mainly requests clarification on CGMP inspection of Zydus’ manufacturing site. No safety or efficacy issues were raised. The company has submitted compliance responses and is awaiting further updates while planning to meet the USFDA for resubmission discussions.

**Unimech Aerospace:**
In its business update for Q2 FY26, Unimech Aerospace reported a revenue slowdown, with Q2 expected to be marginally lower than Q1 due to US tariffs impacting export realizations. Customers are delaying order pickups while monitoring tariff developments, putting pressure on quarterly profits. Given these headwinds, achieving full-year FY26 revenue guidance may be challenging.

**Maruti Suzuki:**
Maruti Suzuki sold 1,89,665 units in September 2025, matching estimates. Exports surged 52% YoY to 42,204 units, hitting a record, while domestic sales fell 6.3%. Production rose 26% YoY to 2.01 lakh units, driven by strong passenger vehicle output. The company highlighted record festive demand, with 1,65,000 deliveries in the first eight days of Navratri, and daily bookings up 50% after recent price cuts. Exports in H1 FY26 crossed 2.1 lakh units, including over 6,000 EVs shipped in August–September.

—

*Image Credits: [File Image]*
https://www.freepressjournal.in/business/market-outlook-technical-call-of-the-day-top-5-stocks-in-focus-for-october-3

Is the AI boom a bubble?

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https://www.ft.com/content/3cdbd3b7-1373-4d8e-ae6f-a465117bc4b2

Market Outlook: Technical Call of The Day & Top 5 Stocks In Focus For October 3

Nifty index opened on a flattish note around the 24,620 zone, but the bulls took charge right from the opening tick, maintaining momentum throughout the session. Supported by the RBI policy outcome, a wave of short covering further fueled the rally, enabling the index to break its nine-day losing streak. Nifty smoothly crossed and held above key hurdles of 24,750-24,800, eventually forming a large bullish candle on the daily chart.

This move negated the sequence of lower highs and lower lows seen over the past nine sessions, with the index closing the day with strong gains of 225 points. Now, it needs to hold above the 24,750 zone for an upward move towards 25,000, then 25,100 zones. On the downside, support is shifting higher to 24,750, then 24,600 levels.

**Option Front**
Maximum Call Open Interest (OI) is seen at 25,000 followed by 24,900 strike, while Maximum Put OI is at 24,600 and 24,700 strike. Call writing is observed at 24,950 and 25,000 strikes, whereas Put writing is seen at 24,700 and 24,600 strikes. Option data suggests a broader trading range between 24,300 and 25,300 zones, with an immediate range between 24,600 and 25,100 levels.

—

S&P BSE Sensex opened on a steady note around the 81,170 zone. Bulls awakened early and seized control from the start, keeping momentum strong throughout the session. The RBI policy announcement acted as a trigger for short covering, propelling the rally and ending the recent losing streak.

The index comfortably crossed and sustained above critical hurdles of 80,500 and 81,000, eventually forming a large bullish candle on the daily chart. This rebound negated the recent sequence of lower highs and lower lows, with Sensex closing robustly, up nearly 700 points.

Going forward, it must hold above the 80,600 zone to target 81,200 and then 81,500 levels. Support is shifting higher at 80,600 and 80,300 levels on the downside.

—

Bank Nifty opened on a flattish note but witnessed strong buying momentum following the RBI monetary policy outcome. The index extended momentum toward the 55,400 zone later in the session. It formed a large bullish candle on the daily scale, driven by strong buying across private banks, and closed with decent gains of around 700 points near 55,350.

The rate-sensitive index is now above its 50-day exponential moving average (DEMA) and is outperforming the broader market. It needs to hold above the 55,000 zone for an upward move toward 55,750 and then 56,000, with support seen at 55,000 and 54,750 levels on the downside.

—

**Nifty Futures**
Nifty futures closed positive with gains of 0.83% at 24,982 levels. Stocks showing a positive setup include Shriram Finance, Piramal Pharma, LTF, Nykaa, SRF, Sun Pharma, APL Apollo, GMR Airport, AB Capital, and ONGC. On the other hand, weakness was observed in Delhivery, Cummins India, AU Bank, Bajaj Auto, Tata Steel, Max Health, Infosys, Tata Elxsi, Petronet, and Ultratech Cement.

—

### SWSOLAR – Technical Call of the Day

SWSOLAR has been trading sideways since early August but witnessed a downward trajectory from the last week of September. However, it has respected its April lows and managed to close above those levels, as highlighted by the trend line in the chart.

In the past two sessions, volumes have picked up, supported by positive RSI divergence visible on daily charts. This reflects a strong bounce back from oversold zones. With a healthy order book, the risk-reward setup looks favorable for SWSOLAR.

**Trade Setup:**
**BUY** SWSOLAR
Current Market Price (CMP): 244.95
Stop Loss (SL): 223.25
Target (TGT): 270.70

—

### Top 5 Stocks to Watch Out For – 3rd Oct 2025

**Lemon Tree Hotels:**
Lemon Tree Hotels announced the signing of its latest property, Keys Select by Lemon Tree Hotels, Haridwar. The property features 52 well-appointed rooms, a restaurant, conference hall, and recreational facilities including a fitness center. This signing expands the company’s leisure portfolio in Uttarakhand, where they currently have 8 operational and 9 upcoming properties.

**KRBL:**
KRBL emerged as the successful bidder in the e-auction conducted by the Justice (Retd.) R.M. Lodha Committee for the sale of immovable properties situated in Panipat, Haryana. The total reserve price was Rs 104 crore, but KRBL made a final bid of Rs 402 crore. The acquisition aims to set up a plant, carry out warehousing and allied activities, or partially monetize the land.

**Zydus Lifesciences:**
Zydus Lifesciences’ wholly owned subsidiary, Sentynl Therapeutics, Inc., announced that the USFDA has issued a Complete Response Letter (CRL) regarding its New Drug Application (NDA) for copper histidinate (CUTX-101), intended to treat Menkes disease in pediatric patients. The CRL relates mainly to clarification on the CGMP inspection of Zydus’ manufacturing site. Zydus has submitted compliance responses and is awaiting the inspection report, with plans to meet the USFDA for resubmission discussions. Importantly, no safety or efficacy concerns were raised for the drug.

**Unimech Aerospace:**
The company shared its Q2FY26 business update, reporting a revenue slowdown with Q2 expected to be marginally lower than Q1. The decline is primarily due to U.S. tariffs impacting export realizations. Customers are delaying order pick-ups while monitoring the tariff situation, putting pressure on quarterly profits. Given these headwinds, achieving full-year FY26 revenue guidance may be challenging.

**Maruti Suzuki:**
Maruti Suzuki sold 1,89,665 units in September 2025, aligning with estimates. Exports hit a record 42,204 units, up 52% YoY, although domestic sales declined by 6.3%. Production rose 26% YoY to 2.01 lakh units, driven by strong passenger vehicle output. The company highlighted record festive demand, with 1,65,000 deliveries in the first eight days of Navratri and daily bookings up 50% following recent price cuts. Exports in H1FY26 crossed 2.1 lakh units, including over 6,000 EVs shipped in August–September.

—

*Images referenced in the original report are available in the file archive.*
https://www.freepressjournal.in/business/market-outlook-technical-call-of-the-day-top-5-stocks-in-focus-for-october-3

Maharashyra DyCM Eknath Shinde Hails GST Slab Cuts As Boost To Sales, Jobs And Atmanirbhar Bharat

The Modi government’s recent reductions in Goods and Services Tax (GST) slabs are poised to bring substantial benefits to the Indian economy, including increased revenue, higher sales, and accelerated job creation. Maharashtra Deputy Chief Minister Eknath Shinde highlighted these advantages during the GST Savings Festival event held in Mumbai’s Kalbadevi area.

**A Significant Step Towards Atmanirbhar Bharat**

Speaking at the event, Shinde emphasized that the GST reforms mark a significant stride towards realizing Prime Minister Narendra Modi’s vision of Atmanirbhar Bharat (Self-Reliant India). These reforms also align with the goal of fostering a Swadeshi (indigenous) economy, strengthening domestic industries and reducing dependence on imports.

**Simplified GST Structure**

Effective from September 22, 2025, coinciding with the festive occasion of Navratri, the GST reforms simplify the tax regime by consolidating most rates into just two slabs: 5% and 18%. The previous 12% and 28% categories have been removed for a majority of goods.

This overhaul impacts around 375 items, making everyday essentials such as soaps, toothpaste, Indian breads, electronics, automobiles, and even medicines more affordable for consumers. Additionally, the changes reduce compliance burdens for businesses.

A notable highlight of the reforms is the complete waiver of GST on medicines. Taxes on gyms, salons, yoga services, and man-made fibres have also been slashed from 18% to 5%, enhancing competitiveness in the textiles sector and boosting exports.

**Direct Impact on Consumers and Businesses**

During the GST Savings Festival, Shinde engaged with local traders in Kalbadevi, Mumbai’s bustling commercial hub, explaining the benefits of the GST rate cuts. He urged traders to pass on these savings to customers, emphasizing that reduced taxes will spur production, increase sales, and create employment opportunities.

“When taxes decrease, sales rise, production increases, and job creation gets a fillip. With GST on medicines fully removed and overall rates lowered, revenue will grow, giving momentum to the national economy,” Shinde told reporters.

**Driving Self-Reliance and Strengthening Defense**

Shinde linked these reforms to broader national objectives, particularly in reducing reliance on foreign equipment in the defense sector. “Domestic production of missiles and defense materials will become easier, marking a giant leap towards self-reliance,” he added.

He also praised GST’s role in elevating India’s global economic standing. Highlighting that India has advanced from the world’s 11th to 4th largest economy, Shinde expressed confidence in achieving third place soon and realizing a developed India by 2047.

**Engagement with Traders in Kalbadevi**

The event provided an opportunity for Shinde to interact with members of the historic Hindustan Chamber of Commerce, one of Kalbadevi’s oldest trader bodies. He reassured traders of the Maharashtra state government’s support in addressing any challenges related to GST implementation.

“If there are any issues with GST enforcement, the Maharashtra government will certainly address them,” Shinde affirmed.

**Notable Dignitaries in Attendance**

Prominent attendees included Member of Parliament Milind Deora, Shiv Sena’s Sushibai Shah, Hindustan Chamber of Commerce President Sushil Gadia, Ramkishor Dark, Mahendra Jain, Amrit Khevasara, Anurag Poddar, former MLA Raj Purohit, Shiv Sena’s Rajaram Deshmukh, and several local traders.

—

These GST reforms pave the way for a more streamlined tax system, consumer-friendly pricing, and a robust economy aligned with the country’s vision for self-reliance and sustainable growth.
https://www.freepressjournal.in/mumbai/maharashyra-dycm-eknath-shinde-hails-gst-slab-cuts-as-boost-to-sales-jobs-and-atmanirbhar-bharat

Foreign investors withdraw $244M, triggering second wave of outflows

**Foreign Investors Withdraw $244M, Triggering Second Wave of Outflows**

*By Akash Pandey | Sep 29, 2025 11:06 AM*

Foreign investors have pulled out a staggering $244 million from India-focused funds this week, according to a recent report by Elara Capital. This marks the second major wave of redemptions since July, contributing to a total outflow of $2.3 billion. Notably, this is the largest withdrawal since the significant $4.4 billion rout that occurred between October 2023 and March 2024.

**Impact on Funds**

Large-cap funds have been hit the hardest during this selloff, with withdrawals totaling $2 billion in this phase alone. In contrast, mid- and small-cap funds have largely been spared, experiencing redemptions of roughly $20 million each.

Geographically, US-based funds led the withdrawals with $1 billion pulled out, followed by Luxembourg-based investors at $765 million and Japan at $365 million.

**Shifting Global Market Preferences**

The outflows are driven by a notable shift in global emerging market (GEM) portfolios. Allocation to India in GEM funds has dropped to 16.7%, marking its lowest level since November 2023 and down from a peak of 21% in September 2024. Meanwhile, China’s share has surged to 28.8%, indicating a clear pivot by active portfolio managers towards the Chinese market.

**Global Trends**

Despite sustained outflows from India, US equity funds attracted $10.5 billion this week. However, the pace of inflows has slowed since the Trump administration’s tariff announcement in April. Interestingly, domestic US funds experienced redemptions totaling $2.2 billion over the same period.

Precious metal funds saw record inflows of $13.5 billion, while commodity funds extended their winning streak to five consecutive weeks — the longest since 2020. Additionally, high-yield or junk bonds continued to attract steady inflows, with net asset values climbing back to levels last seen in October 2021.

—

This recent wave of foreign investor exits underscores the evolving dynamics in global capital flows, especially within emerging markets, where shifting geopolitical and economic factors continue to influence investment decisions.
https://www.newsbytesapp.com/news/business/foreign-investors-pull-out-244m-from-india-focused-funds/story

White House Insider Buck Sexton: “Trump’s Next Move Will Shock the World”

(Note: Thank you for supporting businesses like those presenting a sponsored message below and ordering through the links below, which benefits Gateway Pundit. We appreciate your support!)

By Buck Sexton

I just returned from a private interview at the Biltmore Hotel, where I shared a chilling prediction regarding a major plan currently developing inside the Trump administration.

See, I have had direct access to top-level defense and national security officials—Pete Hegseth, Tulsi Gabbard, Marco Rubio, and others. This is why I was recently invited to a sit-down meeting with President Trump and Vice President Vance inside the West Wing of the White House. What I learned there gave me chills.

That’s why, today, I’ve decided to give a rare interview breaking down something I believe every American needs to hear—especially investors.

It’s not about tariffs, crypto, or the Fed, or anything else you’re hearing ad nauseam from the mainstream press right now. It’s about a radical move I believe Trump is going to make as soon as October 15—one that could shock the world.

Because I believe it could single-handedly reshape the global order, dramatically increase U.S. power, and trigger a massive American market boom the likes of which we haven’t seen in 75 years.

President Trump himself said this is all about one thing: igniting what he calls the most extraordinary boom the world has ever seen.

This is a rare opportunity, folks, and I’m bringing it to you on a silver platter—long before anyone else gets wind of it. Take it while you can.

Because once this story and opportunity hits the mainstream, it could be too late to act.

You deserve this. Get the details here now.
https://www.thegatewaypundit.com/2025/09/white-house-insider-buck-sexton-trumps-next-move-5/

RBI should opt for 25bps repo rate cut, says SBI

**RBI Should Opt for 25bps Repo Rate Cut, Says SBI**

*By Dwaipayan Roy | Sep 28, 2025, 04:49 PM*

A recent report by the State Bank of India (SBI) has recommended a 25 basis points (bps) cut in the repo rate ahead of the upcoming Reserve Bank of India (RBI) monetary policy meeting. This suggestion comes amid expectations of benign inflation in the near term.

However, despite SBI’s recommendation, most economists anticipate that the Monetary Policy Committee (MPC) will maintain the status quo when it announces its decision on October 1.

### Rate Reduction: The ‘Best Possible Option’

The SBI report describes a 25bps rate cut as the “best possible option” for the RBI at this stage. Earlier this year, the central bank had already slashed the key short-term lending rate (repo) by 100bps in three installments since February, responding to a decline in consumer price index (CPI)-based inflation.

Nevertheless, some experts believe the MPC may opt to hold the current rates steady during the upcoming policy review, weighing various economic factors.

### Upcoming MPC Meeting

The MPC, headed by RBI Governor Sanjay Malhotra, will convene from October 1 to 3 to discuss the policy rate. This meeting takes place against a backdrop of ongoing geopolitical tensions and recent US-imposed 50% tariffs on Indian shipments.

In its August bi-monthly monetary policy review, the central bank chose to keep rates unchanged, carefully assessing how these external factors might impact India’s economy.

### Expectations and Economic Outlook

Aditi Nayar, Chief Economist at ICRA, noted that GST rationalization could reduce headline CPI inflation by 25-50 basis points during Q3 FY2026 and Q2 FY2027. She also expects that October-November 2025 could mark a new low for CPI inflation, although an upward trend may resume afterward.

Meanwhile, Dharmakirti Joshi of Crisil Limited expects a repo rate cut as early as October, citing lower-than-expected inflation numbers and sustained strong demand.

As the MPC meeting approaches, all eyes will be on the RBI’s decision and its implications for India’s monetary policy trajectory.
https://www.newsbytesapp.com/news/business/sbi-recommends-25bps-repo-rate-cut-for-upcoming-rbi-mpc/story

Market cap of India’s top 10 firms down ₹2.99L crore

**Market Cap of India’s Top 10 Firms Drops by ₹2.99 Lakh Crore**
*By Dwaipayan Roy | Sep 28, 2025, 03:12 PM*

The combined market capitalization of India’s top 10 most valued companies suffered a massive setback last week, plummeting by ₹2.99 lakh crore. This sharp decline mirrored a broader bearish trend across the equity markets, with IT giant Tata Consultancy Services (TCS) bearing the brunt of the losses.

The BSE benchmark index also declined significantly during this period, dropping by 2,199.77 points, or 2.66%.

### Major Valuation Drops Among Top Firms

TCS witnessed the largest fall in market capitalization, declining by ₹97,597.91 crore to stand at ₹10,49,281.56 crore. Reliance Industries followed with a drop of ₹40,462.09 crore, bringing its valuation down to ₹18,64,436.42 crore. Infosys also saw its market cap shrink by ₹38,095.78 crore, now valued at ₹6,01,805.25 crore.

### Banking Sector Hit Hard

The banking sector was not spared, as both HDFC Bank and ICICI Bank experienced significant losses. HDFC Bank’s market cap plunged by ₹33,032.97 crore to ₹14,51,783.29 crore. ICICI Bank’s valuation also dipped by ₹29,646.78 crore, settling at ₹9,72,007.68 crore.

### Additional Declines Across Key Companies

Bharti Airtel’s valuation fell by ₹26,030.11 crore, while the Life Insurance Corporation of India (LIC) saw its market cap reduce by ₹13,693.62 crore to ₹5,51,919.30 crore.

Hindustan Unilever’s market capitalization dropped by ₹11,278.04 crore, reaching ₹5,89,947.12 crore. Bajaj Finance’s valuation declined by ₹4,977.99 crore, from ₹6,12,914.73 crore previously. Finally, the State Bank of India (SBI) experienced a dip of ₹4,846.07 crore, bringing its market cap to ₹7,91,063.93 crore as of the latest data.

—

Overall, the significant fall in valuations among India’s leading firms highlights the ongoing challenges in the equity markets and reflects investor caution amid prevailing economic conditions.
https://www.newsbytesapp.com/news/business/a-look-at-market-cap-of-india-s-top-10-companies/story

Market cap of India’s top 10 firms down ₹2.99L crore

**Market Cap of India’s Top 10 Firms Down by ₹2.99 Lakh Crore**

*By Dwaipayan Roy | Sep 28, 2025, 03:12 PM*

The combined market capitalization of India’s top 10 most valued companies took a significant hit last week, plunging by ₹2.99 lakh crore. This decline was largely in line with the bearish trend observed across equities, with IT giant Tata Consultancy Services (TCS) leading the downward momentum.

During the same period, the BSE benchmark index also experienced a sharp fall, losing 2,199.77 points or 2.66%.

**Valuation Declines Among Industry Leaders**

TCS faced the steepest loss with its market capitalization falling by ₹97,597.91 crore, bringing its valuation down to ₹10,49,281.56 crore. Reliance Industries followed with a decline of ₹40,462.09 crore, settling at ₹18,64,436.42 crore.

Infosys was not spared either, witnessing a drop of ₹38,095.78 crore from its previous market cap of ₹6,01,805.25 crore.

**Banking Sector Impact**

The banking sector also saw considerable losses. HDFC Bank’s market cap tumbled by ₹33,032.97 crore to ₹14,51,783.29 crore, while ICICI Bank’s valuation decreased by ₹29,646.78 crore, now standing at ₹9,72,007.68 crore.

**Other Notable Losses**

Bharti Airtel’s market capitalization fell by ₹26,030.11 crore, and Life Insurance Corporation of India (LIC) saw a decrease of ₹13,693.62 crore, bringing its market cap down to ₹5,51,919.30 crore.

Hindustan Unilever’s valuation dropped by ₹11,278.04 crore to ₹5,89,947.12 crore. Bajaj Finance also experienced a decline of ₹4,977.99 crore from its previous ₹6,12,914.73 crore.

Finally, the State Bank of India’s (SBI) market capitalization dipped by ₹4,846.07 crore to ₹7,91,063.93 crore.

Overall, the corrections across these top companies reflect the cautious sentiment prevalent in the markets during this period.
https://www.newsbytesapp.com/news/business/a-look-at-market-cap-of-india-s-top-10-companies/story

China ‘nanoseconds behind’ US in chip technology: Jensen Huang

**China ‘Nanoseconds Behind’ US in Chip Technology, Says NVIDIA CEO Jensen Huang**

*By Dwaipayan Roy | Sep 28, 2025*

Jensen Huang, CEO and founder of US-based chipmaker NVIDIA, recently stated that China is “nanoseconds behind” the United States in chip technology. He shared these insights during a podcast hosted by tech investors Brad Gerstner and Bill Gurley, highlighting both the rapid progress China has made and its strong manufacturing capabilities.

### Global Competition and Market Dynamics

Huang emphasized the importance of allowing US companies like NVIDIA to compete within the Chinese market. He argued that such competition would benefit both Beijing and Washington by spreading technology globally and enhancing America’s economic success and geopolitical influence.

China’s vast talent pool, strong work ethic, and healthy internal competition among its provinces contribute to its impressive advancements in chip technology, according to Huang.

### Investment Prospects in China

The NVIDIA CEO expressed hope that China remains open to foreign investment. He noted that Beijing has committed to maintaining an “open market,” and stressed that allowing foreign companies to invest and compete in China serves the country’s best interests by fostering vibrant competition.

### Market Challenges for NVIDIA

NVIDIA’s graphics processing units (GPUs) form the backbone of artificial intelligence (AI) model training and operation, driving the company’s market capitalization to record levels. However, geopolitical tensions have disrupted sales to China, one of the world’s largest markets.

Earlier this year, the US government abruptly banned exports of the H20 chip—a downgraded version designed to comply with restrictions—but later eased this ban after a 15% levy was agreed upon with the US authorities.

—

Jensen Huang’s remarks underscore the intricate balance between competition, cooperation, and geopolitical considerations shaping the future of chip technology in the global arena.
https://www.newsbytesapp.com/news/science/here-s-what-jensen-huang-thinks-about-china-s-chip-industry/story