A prospective U.S.–India trade agreement has moved into what Indian officials describe as a “very advanced stage,” reflecting months of quiet negotiation shaped by energy security, tariff disputes, and shifting global trade alignments. While formal details remain under wraps, the… Read More ›
Strategy
Earnings Optimism Drives Global Equities Higher Despite Persistent Trade Frictions
Global equity markets have climbed to record highs, propelled by growing confidence that corporate earnings momentum can withstand an unsettled trade and political backdrop. Investors across regions are increasingly prioritising company fundamentals, balance sheet strength, and forward guidance over headline… Read More ›
India–Europe Trade Reset Signals a New Axis in Global Commerce
India and the European Union have concluded a sweeping trade agreement that reshapes one of the world’s most consequential economic relationships, committing both sides to deep tariff reductions across the bulk of traded goods while carefully insulating politically sensitive sectors…. Read More ›
Pharmaceutical R&D Enters an Efficiency Phase as AI Rewires the Drug Pipeline
Artificial intelligence is reshaping drug development not by delivering sudden scientific breakthroughs, but by attacking the slowest, most failure-prone parts of the pharmaceutical pipeline. While the promise of AI-discovered blockbuster molecules remains largely aspirational, drugmakers are already deploying the technology… Read More ›
Celebrity Capital Meets Consumer Staples as Once Upon a Farm Tests Public Markets
Once Upon a Farm’s push toward a public listing at a valuation approaching $764 million reflects a carefully timed convergence of brand storytelling, consumer demand shifts, and capital-market reopening. The children’s organic food company, co-founded by Jennifer Garner, is positioning… Read More ›
Why Europe’s Banks Are Being Pushed Toward Fully Digital Private Money
Europe’s monetary system is entering a decisive phase of transformation as digital finance moves from the margins to the core of everyday payments. At the heart of this shift is a clear message from senior policymakers: commercial banks will need… Read More ›
U.S. Withdrawal From the World Health Organization Signals Breakdown in Trust Over Pandemic Accountability
The United States’ decision to withdraw from the World Health Organization marks one of the most consequential shifts in global health governance in decades. More than a diplomatic break, the move reflects a deeper reassessment by Washington of how multilateral… Read More ›
Long-Horizon Oil Partnerships Signal Libya’s Bid for Stability, Scale and Strategic Credibility
Libya’s decision to enter a 25-year oil development agreement with TotalEnergies and ConocoPhillips marks one of the most consequential energy moves the country has made since its post-revolution fragmentation began more than a decade ago. Beyond the headline figures of… Read More ›
Geopolitics Reclaims the Spotlight as Davos Shifts From AI Optimism to Strategic Uncertainty
When investors, executives and policymakers arrived in the Swiss Alps, artificial intelligence was expected to dominate the conversation. AI had matured from speculative hype into deployable infrastructure, drawing unprecedented pools of capital and reshaping expectations across industries. Yet by the… Read More ›
Territory, Pressure and Power Shape Fragile Diplomacy in Russia–Ukraine Negotiations
Ukrainian and Russian negotiators sitting down for direct talks on territory reflects not diplomatic momentum but strategic exhaustion colliding with external pressure. The discussions, held under U.S. mediation, revolve around the most intractable issue of the war: land seized, defended,… Read More ›