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 ›
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 ›
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 ›
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 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 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 ›
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 ›
The Trump administration is weighing unprecedented punitive measures — including visa restrictions — against European Union and member-state officials involved in implementing the bloc’s Digital Services Act (DSA). The prospect of sanctions, still described in media reports as source-based information,… Read More ›
China is taking steps toward embracing yuan-backed stablecoins, a move that marks a sharp departure from its traditionally cautious stance on digital assets. The potential approval of such instruments highlights Beijing’s broader ambition: to enhance the yuan’s role in the… Read More ›
A growing chorus of big investors is quietly exiting technology holdings as September approaches—an ominous monthly stretch known for its historical weakness in markets. This strategic exodus stems from a convergence of factors: sky-high valuations in tech, scarce upside catalysts,… Read More ›
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