China’s 2025 anti-involution strategy to curb oversupply in steel, solar, and EVs is reshaping global markets. Analysts see upside for Indian stocks like Reliance, Tata Steel, JSW Steel, Hindalco, and Vedanta while EVs show mixed impact and second-order gains may flow to banks and capital goods.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets