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 ›
Strategy
Big Investors Shift Out of Tech as September’s Seasonal Downturn Looms
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 ›
Peace Hopes from Trump-Zelenskyy Meeting Hammer European Defence Stocks
Hopes stirred by recent talks involving U.S. President Donald Trump and Ukrainian President Volodymyr Zelenskyy — which markets read as a step toward de-escalation and a possible diplomatic path to end the war — have delivered an abrupt shock to… Read More ›
Indian Shrimpers Pivot to New Markets and Value-Addition to Blunt 50% U.S. Tariff
Faced with an effective 50% tariff on Indian goods bound for the United States, shrimp farmers along India’s southern coast are scrambling to protect livelihoods and preserve an industry that accounts for a large share of the country’s seafood exports…. Read More ›
U.S. Cancels India Trade Talks, Raising Stakes as Tariff Fight Deepens Amid Strategic Fallout
In a move that underscores the escalating tension between Washington and New Delhi, scheduled trade negotiations set for August in India have been abruptly canceled—with no official confirmation, though multiple sources report the postponement. The shift follows a sweeping expansion… Read More ›
Resilient Trade and Domestic Investment Drive Japan’s Surprise GDP Surge
Japan’s economy delivered a stronger-than-expected performance in the second quarter, expanding at a pace well above market forecasts and surprising many analysts who had anticipated a slowdown under the weight of new U.S. trade tariffs. The results mark the fifth… Read More ›
New U.S. Workforce Playbook: Downsizing, Buyouts and a Political Reordering of the Civil Service
The U.S. government is preparing for one of the most significant workforce reductions in recent decades, with the administration signaling that around 300,000 civilian employees are expected to leave federal service this year. Officials say the move is aimed at… Read More ›
India’s Uphill Battle in Reining in Jane Street’s High-Speed Trading Game
India’s market watchdog faced one of its most difficult enforcement challenges in recent years when it took on Jane Street, the Wall Street trading powerhouse known for lightning-fast algorithms and complex derivatives strategies. The fight revealed gaps in India’s ability… Read More ›
Bullish Fed Signals, Regulatory Reform and Institutional Inflows Propel Bitcoin to New Record
Bitcoin has surged to unprecedented highs, driven by a powerful convergence of factors that are reshaping investor sentiment. A renewed wave of optimism surrounding Federal Reserve rate cuts, broadening regulatory acceptance, and sustained institutional buying have combined to propel the… Read More ›
Brazil’s Surge and Tariffs Erode U.S. Grip on China’s Soybean Market
U.S. soybean exports to China — once the backbone of America’s agricultural trade — are facing a decisive shift as Brazilian and Argentine suppliers strengthen their foothold in the world’s largest oilseed market. The change, driven by a mix of… Read More ›