Daily Brief Thematic (Sector/Industry): China Robotics: EVOLUTION OF THE HUMANOID RACE and more

• The global robotics industry is experiencing rapid growth as the combination of AI and manufacturing efficiency feed demand for robotic products. As a global robotics leader China’s companies are benefiting.
• Global robotics industry is projected to double over the next few years to over $150 billion by 2030.  China is the world’s largest market for industrial robots.
• China’s leading robotics companies serve industrial industries like auto, equipment, and electronics, as well as service industries like healthcare, biotech, logistics, and hospitality.

• US stocks retreated from records Tuesday as the Federal Reserve began its September policy meeting, with the S&P 500 and Nasdaq declining roughly 0.1%
• Hong Kong activist fund Oasis Management disclosed a 5.98% stake in Calbee
• Hibiki Path Advisors formally questioned Mandom Corporation’s MBO announced September 10, 2025, challenging the JPY 1,960 tender offer price

• Semi-Cap higher after positive comments from JPM on ASML that the worst is behind it given strong WFE and memory trends.
• Wafer names surging globally as demand for memory outstrips supply, while Wolfspeed announces its has reached 200m SiC capability.
• A brave short seller for Coreweave calling it a “debt fuelled GPU rental business with no moat”.

• Weekly balance sheets at US banks show a strong economy, and likely far better 3Q25 results for banks
• Credit growth continues to accelerate, now at 4.67% YoY, weekly CP data is very strong, at +26% YoY
• Credit metrics appear very strong, with LLR growing at almost nothing, at 1.36% YoY and less than 2% YoY for all weeks so far in this quarter

• Maybank sets Food Empire target at $2.92; CGS holds bullish $2.94.
• RHB downgrades APAC Realty, citing support from its dividend yield.
• UOBKH’s Loh raises Hong Leong Asia target price to $2.82, citing BRC Asia stake.

• Record RBI dividend, tax relief, rate cuts, and GST rationalization are fueling a multi-channel stimulus with staggered transmission, aiming to revive post-pandemic household spending.
• Rural recovery, festive-season GST cuts, and digital payments are accelerating volume growth, notably benefiting autos, FMCG, housing, and services, especially in Tier 2 markets.
• Structural shift toward formalization, K-shaped demand, and premiumization is visible; scenario outcomes depend on food inflation, monsoons, and the pace of EMI and credit transmission.

• US$418m of passive inflows set to enter Indonesia as Amman (AMMN) and Bumi (BRMS) join MVGDX.
• Amman’s inclusion may prove temporary as copper smelter mandates tilt revenues away from gold.
• Archi (ARCI) emerges as a future candidate, while Merdeka (MDKA) fails the gold dependency test.

• The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.
• China had 4.202 million public charging stations at the end of July 2025. Compared to this, U.S. had 77,868 public EV charging stations at the end of August 2025.
• Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.

• India’s agri sector achieves growth of 3.7% in June 2025 quarter
• Export of smart phones surpass Rs.1 trillion during April-August 2025 
• Global steel capacity expected to rise by 165 million tonnes during 2025-27

• Apple launched new AirPods, new watch, and new iPhone lineup with expected upgrades
• New neural cores in the GPU for AI workloads and vapor chamber in the Pro for higher sustained throughput
• Apple’s fundamental architecture change to bring neural accelerators to the GPU for on-device processing, hinting at future developments in chip design and performance.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.