China’s manufacturing sector delivered an unexpected signal of life in December, ending a record eight-month contraction streak and briefly restoring growth momentum to the world’s second-largest economy. The rebound was not driven by a structural turnaround or a revival in… Read More ›
Platinum markets have been jolted into a rare moment of euphoria, with prices on track for their strongest monthly performance in nearly four decades. The rally, unfolding through December, reflects more than speculative enthusiasm. It is being driven by a… Read More ›
The U.S. economy is entering a phase where near-term momentum is being lifted by fiscal stimulus even as deeper structural risks remain unresolved. After a volatile period marked by trade disruption, policy uncertainty, and uneven labor market signals, growth is… Read More ›
European defense stocks began the final trading week of the year under notable pressure, as renewed diplomatic momentum around a potential Ukraine peace deal prompted investors to reassess one of the region’s strongest equity themes of recent years. Shares in… Read More ›
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 ›
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 ›
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 ›
Fresh reserve data from the International Monetary Fund point to an important, if understated, shift in the global monetary landscape: not a rupture, but a pause. After a volatile first half of the year marked by sharp currency swings and… Read More ›
The long-negotiated trade agreement between the European Union and the Mercosur bloc has returned to the centre of political debate in Europe, not because its contents are unclear, but because its implications cut across some of the EU’s most sensitive… Read More ›
Mexico’s abrupt decision to impose steep tariff increases on vehicle imports from countries without trade agreements is set to disrupt a critical export channel for India’s automobile industry. Despite intense lobbying by major automakers and Indian industry groups, the tariff… Read More ›
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