As the United States and India approach the closing stages of negotiating a landmark trade agreement, U.S. President Donald Trump has publicly indicated a willingness to very substantially reduce tariffs on Indian goods. His remarks underscore how strategic and economic… Read More ›
Geopolitics
Trump’s Claim That India Has ‘Largely Stopped’ Buying Russian Oil Reflects a Strategic Shift in U.S.–India Relations
Former U.S. President Donald Trump’s recent remarks that India has “largely stopped buying oil from Russia” and his hint at visiting New Delhi next year have reignited attention on the evolving dynamics of energy, diplomacy, and trade between the two… Read More ›
U.S. Brands Recalibrate as Starbucks and Others Scale Back in China
A growing number of American companies — from fast-food chains to technology giants — are rebalancing their China exposure in the face of rising costs, policy uncertainty, and intensifying local competition. Starbucks’ recent $4 billion sale of majority control in… Read More ›
China’s Xi Charts Supply-Chain Stability Path for Asia Amid Global Turbulence
In a major policy address at the opening of the 32nd Asia-Pacific Economic Cooperation (APEC) Economic Leaders’ Meeting in Gyeongju, South Korea, Xi Jinping called on Asia-Pacific nations to reinforce cooperation and stabilise industrial and supply chains in a time… Read More ›
ECB Poised to Extend Rate Pause Into 2026 as Eurozone Resilience Dims Case for Further Easing
The European Central Bank (ECB) left its benchmark interest rate unchanged at 2 percent on Thursday, confirming that the eurozone’s economic and inflation trajectories are largely aligned with its projections. The decision—widely anticipated by markets—reflects a rare moment of stability… Read More ›
Markets Slide as US Fed Signals Caution, Tech Giants Disappoint and U.S.–China Trade Deal Clouds Outlook
Wall Street futures slipped on Thursday, as investors recalibrated their expectations following remarks by the Federal Reserve (Fed), tepid results from the technology sector and fresh, though still-vague, developments in the U.S.–China trade relationship. The sell-off in futures reflects the… Read More ›
Trump’s Nuclear Test Order Signals Strategic Power Play Amid Eroding Global Deterrence Balance
Donald Trump’s order for the U.S. military to resume nuclear weapons testing marks one of the most provocative shifts in American defense policy in more than three decades. Issued abruptly before his meeting with China’s Xi Jinping, the directive signals… Read More ›
U.S.–South Korea Investment Pact Triggers Currency Flight Fears in Seoul
A bold investment-and-tariff deal between the United States and South Korea, announced during President Donald Trump’s visit to Seoul, is raising deep concerns about capital outflows from South Korea and the consequent weakening of the Korean won. While the agreement… Read More ›
Trump-Xi Summit in South Korea Reveals Layered Stakes Across Trade, Tech and Strategic Supply Chains
In a high-profile meeting in Busan, South Korea, U.S. President Donald Trump and Chinese President Xi Jinping wrapped up talks that, while billed as a breakthrough, reflect complex underlying issues spanning tariffs, rare-earth minerals, fentanyl precursor controls, semiconductor access, and… Read More ›
Washington–Seoul Trade Pact Marks Strategic Realignment of Trade and Industrial Policy
The announcement of a sweeping trade and investment pact between the United States and South Korea has reshaped the economic centrepiece of President Donald Trump’s Asia visit. The agreement, described by both sides as a “breakthrough,” reflects a calculated shift… Read More ›