Author Archives
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Zepto’s IPO Push Tests Investor Appetite as India’s Quick Commerce Boom Faces a Reality Check
Indian quick commerce startup Zepto has taken a decisive step toward the public markets, confidentially filing for an initial public offering that could raise around $1.2 billion in fresh capital. The move comes at a moment of extraordinary growth —… Read More ›
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Deal Fever at Year-End: How Warner Bros and a Revived M&A Cycle Are Redrawing the Calendar for Wall Street
For much of the past two years, global dealmaking was defined by hesitation. Rising interest rates, geopolitical shocks, and regulatory uncertainty encouraged boards to delay decisions and advisers to manage expectations. That caution has now given way to urgency. As… Read More ›
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Inside Signal and Strategy: Why Tim Cook’s Nike Bet Backs a High-Stakes Reset
When Apple chief executive Tim Cook moved to nearly double his personal stake in Nike, the transaction was small in dollar terms but large in strategic meaning. At a moment when Nike’s turnaround remains fragile and investor confidence uneven, Cook’s… Read More ›
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The AI Infrastructure Arms Race Intensifies as Tech Giants Pour Capital Into Compute, Chips and Data Centers
A surge in demand for artificial intelligence services is forcing the world’s largest technology firms into an unprecedented wave of infrastructure investment, reshaping capital allocation across the industry. From model developers to chipmakers and cloud providers, companies are committing hundreds… Read More ›
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Capital Markets Open Up as Beijing Backs Reusable Rockets to Close the Space Technology Gap
China’s decision to ease initial public offering rules for companies developing reusable rockets marks a strategic escalation in its effort to narrow a critical gap with the United States in space launch technology. By allowing early-stage rocket firms to list… Read More ›
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Washington Buys Time on Chip War as U.S. Pushes China Tariffs Into the Next Decade
The United States’ decision to delay the announcement and implementation of tariffs on Chinese semiconductor imports until 2027 reflects a calculated recalibration of its technology confrontation with Beijing. While Washington has formally concluded that China’s pursuit of dominance in the… Read More ›
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China Uses Dairy Tariffs to Stabilise a Struggling Farm Sector and Signal Resolve to Europe
China’s decision to impose tariffs on dairy imports from the European Union reflects a convergence of domestic economic stress and strategic trade signalling, rather than a narrow dispute over milk products alone. At a time when China’s dairy sector is… Read More ›
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Tokyo Sharpens Its Line as Yen Slide Tests Policy Credibility
Japan’s latest warning over the yen marks a shift from ritualised verbal intervention to something closer to a policy line in the sand. By stating that recent currency moves “absolutely do not reflect fundamentals,” Finance Minister Satsuki Katayama elevated official… Read More ›
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Global Bank Policymakers Pivot as Rate Cuts Reshape the Post-Inflation Era
After three years defined by aggressive tightening, 2025 marked a decisive turn in global monetary policy. Central banks that once competed to raise interest rates the fastest instead coordinated—implicitly rather than formally—on the largest easing cycle since the aftermath of… Read More ›
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A Strategic Trade Pivot Links New Zealand’s Export Engine to India’s Growth Ambitions
New Zealand’s decision to conclude a free trade agreement with India marks a significant recalibration of both countries’ economic strategies at a moment when global trade routes are being reshaped by geopolitics, protectionism and supply-chain realignment. More than a conventional… Read More ›