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The winners and losers from reports of government looking to ease restrictions on Chinese companies

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According to brokerages, the move could create clear winners and losers across engineering, construction and power equipment companies, depending on the extent and structure of any easing of norms.

By Meghna Sen January 9, 2026, 1:02:05 PM IST (Updated)
Reports suggesting that the government may ease restrictions on Chinese companies bidding for public sector contracts have put several industrial stocks in focus, with brokerages flagging a mixed impact across the sector.

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