Reports that U.S. President Donald Trump pressed European Union officials to impose punitive tariffs — as high as 100% — on imports from China and India have set off urgent debate in Brussels and capitals across Asia and Europe. The… Read More ›
Geopolitics
Long-term yields surge as fiscal strains and global rate bets unsettle Europe
Long-dated government bond yields across major European markets climbed to multi-year highs on Tuesday, reflecting renewed investor concern about national finances, shifting expectations on global interest rates and a broader retreat from duration-sensitive assets. The rise in long-term borrowing costs… Read More ›
Tariff Fight Isn’t Over, Even If the Supreme Court Strikes Down Trump’s Emergency Authority
Even if the U.S. Supreme Court were to rule that President Trump exceeded his authority in imposing sweeping tariffs under the 1977 International Emergency Economic Powers Act (IEEPA), that outcome would not necessarily spell the end of the matter. Legal… Read More ›
Investors Pull Back as India’s Strong Growth Fails to Sway Global Portfolios
India’s headline economic numbers have dazzled — real GDP expanded at a brisk clip in the April–June quarter, and policymakers are pointing to domestic demand and reform momentum as reasons for optimism. Yet equity investors, especially foreign portfolio managers, have… Read More ›
From Restocking to Tariffs: Why European Plants Are Picking Up While Asian Factories Cool
Eurozone manufacturing returned to modest expansion in August after more than three years of weakness, while much of Asia’s export-led industry continued to contract — a divergence driven less by a single shock than by a mix of stronger domestic… Read More ›
US Appeals court narrows Trump’s tariff sweep — which levies fall and which survive
A federal appeals court this week dealt a significant legal blow to the administration’s most expansive tariff measures, ruling that the president exceeded his authority in imposing sweeping, economy-wide duties under emergency powers. The decision voids much of the so-called… Read More ›
U.S. to Tighten Rules on Chipmaking in China to Protect Technology Edge and Supply Chains
The U.S. has moved to make it more difficult for leading semiconductor manufacturers to expand or equip advanced chip production in China, a policy aimed squarely at slowing the transfer of sensitive technologies and protecting national security. The measures target… Read More ›
India’s Three-Way Balancing Act: Tariffs, Oil, and Uneasy Handshakes
India finds itself navigating a geopolitical maze — balancing economic pressure from the United States, energy dependence on Russia, and a cautiously thawing relationship with China. This delicate strategic posture reflects New Delhi’s pursuit of autonomy amid a volatile global… Read More ›
India Rolls Out Financial and Market-Shift Plan to Weather 50% U.S. Tariff Hike
India moved quickly to roll out a package of support measures and an export reorientation strategy after a sweeping U.S. tariff increase raised duties on many Indian goods to as much as 50%. The government’s response combines immediate financial relief,… Read More ›
Automakers grapple with multi-layered crises as industry faces transformation and global pressures
Western automakers are confronting an era of unprecedented complexity as the industry navigates overlapping economic, geopolitical, regulatory, and technological pressures. Executives increasingly describe the current environment as a “polycrisis,” a term used to characterize simultaneous, interconnected crises that amplify one… Read More ›
