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Daily Money Show 810 - US 100% EV Tariff and Artemis Hospitals

Original: # 810 Daily Money Show | Money Purse Stock Market News

42.7K views · May 14, 2024 · 24:34 min · Watch on YouTube ↗
Takeaway

US's tough new China tariffs reshape EV/solar competitive landscape, and Artemis Hospitals (Apollo Tyres promoter) is a hidden healthcare growth story.

Summary

  • Sensex +328 to 73,104; Nifty +113 to 22,217; midcap +1.09%, smallcap +1.65%, Bank Nifty +0.22%
  • US Biden raised Chinese EV import tariff from 25% to 100%, Chinese solar cells from 25% to 50%, plus other items - to protect local industry from dumping
  • Artemis Hospitals deep dive: 713-bed Delhi NCR hospital (3rd tower commissioning FY25), Apollo Tyres promoters, 30% international patient contribution, Artemis Defodils mother & child centres, JV with Philips Medical Netherlands for 25+ cardiac centres in tier 2/3 cities
  • MSCI Global Standard Index expected inclusions: Indus Towers, Policy Bazaar, FUNEX MILS; exclusions: Paytm, Berger Paints, IPG; rebalancing May 31
China tariffsArtemis HospitalsMSCI
Original description
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Team Money Purse

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00:34 US shock to CHINA
02:16 Artemis Hospital Update
04:59 Focus these Stocks tomorrow
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