Author Archives
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Volkswagen’s Moment of Reckoning as Leadership Focus Sharpens on Execution
When Oliver Blume stepped away from his dual role at Porsche, investors read the move less as a personal reprieve and more as a line in the sand. Freed from the distraction of managing two global carmakers simultaneously, Blume now… Read More ›
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Luxury Spending Shifts Inland as China’s Second-Tier Cities Redefine the Market
China’s luxury landscape is undergoing a quiet but consequential transformation. Once anchored almost exclusively in first-tier hubs such as Beijing and Shanghai, high-end consumption is increasingly gravitating toward second-tier cities, where affluent and aspirational consumers are reshaping how and where… Read More ›
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Energy, Market Access, and Strategy Converge as Washington and New Delhi Close in on a Trade Pact
A prospective U.S.–India trade agreement has moved into what Indian officials describe as a “very advanced stage,” reflecting months of quiet negotiation shaped by energy security, tariff disputes, and shifting global trade alignments. While formal details remain under wraps, the… Read More ›
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Earnings Optimism Drives Global Equities Higher Despite Persistent Trade Frictions
Global equity markets have climbed to record highs, propelled by growing confidence that corporate earnings momentum can withstand an unsettled trade and political backdrop. Investors across regions are increasingly prioritising company fundamentals, balance sheet strength, and forward guidance over headline… Read More ›
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Seoul’s Investment Diplomacy Faces a Stress Test as Washington Signals Tariff Pressure
South Korea’s rapid effort to reassure Washington of its commitment to large-scale investment in the United States reflects a deeper strategy to stabilise a vital economic alliance under renewed tariff threats. When U.S. President Donald Trump warned of raising duties… Read More ›
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India–Europe Trade Reset Signals a New Axis in Global Commerce
India and the European Union have concluded a sweeping trade agreement that reshapes one of the world’s most consequential economic relationships, committing both sides to deep tariff reductions across the bulk of traded goods while carefully insulating politically sensitive sectors…. Read More ›
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Pharmaceutical R&D Enters an Efficiency Phase as AI Rewires the Drug Pipeline
Artificial intelligence is reshaping drug development not by delivering sudden scientific breakthroughs, but by attacking the slowest, most failure-prone parts of the pharmaceutical pipeline. While the promise of AI-discovered blockbuster molecules remains largely aspirational, drugmakers are already deploying the technology… Read More ›
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Celebrity Capital Meets Consumer Staples as Once Upon a Farm Tests Public Markets
Once Upon a Farm’s push toward a public listing at a valuation approaching $764 million reflects a carefully timed convergence of brand storytelling, consumer demand shifts, and capital-market reopening. The children’s organic food company, co-founded by Jennifer Garner, is positioning… Read More ›
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Why Europe’s Banks Are Being Pushed Toward Fully Digital Private Money
Europe’s monetary system is entering a decisive phase of transformation as digital finance moves from the margins to the core of everyday payments. At the heart of this shift is a clear message from senior policymakers: commercial banks will need… Read More ›
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U.S. Withdrawal From the World Health Organization Signals Breakdown in Trust Over Pandemic Accountability
The United States’ decision to withdraw from the World Health Organization marks one of the most consequential shifts in global health governance in decades. More than a diplomatic break, the move reflects a deeper reassessment by Washington of how multilateral… Read More ›
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