China’s Market Resurgence, India’s Loss?

Anthropic refused the Pentagon unrestricted access to its Claude AI, and the fallout reshaped the tech-defense landscape overnight. OpenAI rushed in to fill the void, signing a classified deal that triggered internal resignations and a user exodus toward Claude. Host Himanshi Loh ...  Show more

Five years after slamming the door on Chinese investments, India has quietly amended Press Note 3. With FDI stagnating, institutional investors pulling billions out, and Western capital stretched thin, New Delhi is making a hard-nosed economic calculation. The amendment signals c ...  Show more

President Trump’s Sunday post – “Don’t worry about China, it will all be fine” – boosted stock markets yesterday, with further positive AI-specific headlines also providing fuel to a rally that saw the main indices clawing back a good part of their losses from Friday’s sell-off. ...  Show more

Chinese officials’ pledges to provide bolder support for economic growth are fuelling a rally in shares related to Chinese consumption, Chinese real estate, and Asian mining stocks. China beneficiaries in Europe also posted strong gains yesterday. Meanwhile, US equity markets ...

US equities began 2025 with a brief sell-off followed by a rebound, while Chinese shares are having their worst start to a year since 2016. Microsoft said that it will spend USD 80 billion on data centres this year. This week, investors will be watching economic data releases, ...

As the emerging trade war takes its toll, causing global stock markets to sell off from Japan to Mexico, investor sentiment continues to deteriorate rapidly. After US stocks fell steeply on Friday, Asian equities have plummeted today, with tech and banking stocks leading the d ...