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 ›
Strategy
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 ›
Wall Street Sounds the Alarm: Goldman Sachs and Morgan Stanley See Market Correction Ahead
Global stock markets have spent much of the past year defying gravity — rallying to record highs on optimism surrounding artificial intelligence, lower inflation, and anticipated central bank easing. Yet the tone from Wall Street’s biggest banks has shifted sharply…. Read More ›
U.S. Households Gain Breathing Room as Fed Cuts Rates — But Future Moves Remain Unclear
In a move that directly impacts American consumers, the Federal Reserve suspended its policy rate at 3.75 % to 4.00 %, lowering the benchmark by 25 basis points. The decision comes amid mounting concerns about a cooling labour market, ongoing… 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 ›
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 ›
Nvidia’s $5 Trillion Leap: How the AI Boom Elevated a Chip Maker into Market Supremacy
Nvidia Corporation vaulted into history as the first publicly-traded company to reach a market capitalisation of $5 trillion, a milestone that reflects both the potency of the artificial-intelligence surge and Nvidia’s near-monopolistic role in supplying it. The trajectory that carried… Read More ›