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- Tata Motors, Stellantis to develop vehicles in India for 50-plus global markets
Tata Motors Passenger Vehicles and Stellantis will collaborate to develop vehicles aimed at global market ...More
Tata Motors Passenger Vehicles and Stellantis will collaborate to develop vehicles aimed at global markets. The partnership builds on their existing relationship, which includes manufacturing through Fiat India Automobiles. Stellantis will use Tata's vehicle architecture and technologies for its international development efforts. This collaboration demonstrates India's increasing importance in the global automotive industry. The expected outcomes highlight the potential for growth in vehicle deployment and production efficiency. ...Less

- Global Market: European stocks slide as oil surge revives inflation concerns
European shares fell as banks hit over three-month lows amid rising bond yields and oil prices. Investors ...More
European shares fell as banks hit over three-month lows amid rising bond yields and oil prices. Investors worried persistent inflation could constrain central bank rate cuts and hurt growth, while markets awaited ECB, Federal Reserve and Bank of England signals. ...Less

- Global Market: China stocks slide as tech valuations face earnings test
Chinese stocks fell after the holiday break amid renewed US-China tensions, higher US Treasury yields and ...More
Chinese stocks fell after the holiday break amid renewed US-China tensions, higher US Treasury yields and concerns over elevated technology valuations. The CSI300 and Shanghai Composite declined, while the STAR 50 suffered sharper losses. Investors are reassessing high-valued chip and technology stocks, with trade tensions, earnings expectations and global yields weighing on sentiment. ...Less

- Global Market: European shares rise as easing oil prices lift sentiment; earnings in focus
European shares rose as banking stocks gained on easing oil prices and hopes of an energy ceasefire betwe ...More
European shares rose as banking stocks gained on easing oil prices and hopes of an energy ceasefire between Russia and Ukraine. Investors turned to corporate earnings from LVMH, ASML and EQT for fresh cues amid geopolitical uncertainty and elevated borrowing costs. ...Less

- 5 global market themes investors need to watch this week
Global markets face a volatile week as elevated borrowing costs, oil above $100 a barrel and tighter mone ...More
Global markets face a volatile week as elevated borrowing costs, oil above $100 a barrel and tighter monetary policy weigh on sentiment. Investors will watch France’s fiscal crisis, euro weakness, Brazil’s election, Federal Reserve minutes and Japan’s corporate outlook for signals on inflation, growth, currencies and interest-rate trajectories. ...Less

- Russia partially lifts diesel export ban after Putin-Trump deal to supply US, global markets
Russia has partially lifted its diesel export ban with immediate effect following an agreement between Pr ...More
Russia has partially lifted its diesel export ban with immediate effect following an agreement between President Vladimir Putin and US President Donald Trump to supply the US and global markets. Deputy Prime Minister Alexander Novak said domestic demand could be fully met while maintaining exports at the agreed volumes. ...Less

- Global Market: Japan’s Nikkei falls as AI concerns, global bond market stress weigh
Japan’s Nikkei 225 fell 1.06% as AI-sector concerns, elevated global borrowing costs and rising oil price ...More
Japan’s Nikkei 225 fell 1.06% as AI-sector concerns, elevated global borrowing costs and rising oil prices weighed on investor sentiment. Weak household spending and expectations of further Bank of Japan rate hikes added pressure. SoftBank Group led losses, while Nomura Research Institute gained, reflecting mixed performance across Japanese equities. ...Less

- Global Market: China stocks fall as global yields, geopolitical tensions weigh on sentiment
Chinese stocks declined as government support measures failed to restore investor confidence amid rising ...More
Chinese stocks declined as government support measures failed to restore investor confidence amid rising global bond yields, Middle East tensions and US technology investigations. Concerns over inflation, trade restrictions and export prospects weighed on sentiment, while technology shares fell sharply, highlighting persistent challenges for Beijing’s market stabilisation efforts. ...Less

- Rupee is undervalued, not unmoored: RBI must ride out global market turbulence
The rupee’s weakness reflects global capital-flow turbulence rather than a deterioration in India’s econo ...More
The rupee’s weakness reflects global capital-flow turbulence rather than a deterioration in India’s economic fundamentals, with its inflation-adjusted value at levels last seen during the 2013-14 taper tantrum. RBI must contain volatility without defending a particular exchange-rate level, while higher interest rates and inflation control help restore investor confidence. ...Less

- Global Market: Eurozone bond yields ease as Russia-Ukraine energy truce lifts sentiment
Eurozone government bond yields eased as lower energy prices and a Russia-Ukraine energy ceasefire announ ...More
Eurozone government bond yields eased as lower energy prices and a Russia-Ukraine energy ceasefire announcement improved investor sentiment. German yields declined, while French and Italian bond spreads narrowed. However, markets continued pricing in higher European Central Bank rates, with geopolitical risks and inflation remaining key concerns for investors. ...Less

- Global Market: Singapore likely to tighten monetary policy as growth and inflation risks mount
Singapore’s central bank is widely expected to tighten monetary policy on October 14 as resilient economi ...More
Singapore’s central bank is widely expected to tighten monetary policy on October 14 as resilient economic growth and rising inflation risks persist. Geopolitical tensions, higher oil prices and potential food supply disruptions are adding pressure. Economists anticipate a modest Singapore dollar appreciation adjustment, balancing inflation control with economic stability amid global uncertainty. ...Less

- Global Market: Foreign investors pull $23.5 billion from Asian equities in September as US yields surge
Foreign investors withdrew $23.49 billion from Asian equities in September as rising US Treasury yields, ...More
Foreign investors withdrew $23.49 billion from Asian equities in September as rising US Treasury yields, inflation fears and tighter monetary policies weakened risk appetite. South Korea and India led outflows, while hedge funds reduced exposure amid persistent market uncertainty. ...Less

- Global Market: China gold reserves rise for 23rd straight month, forex reserves fall
China’s central bank raised its gold holdings for the 23rd consecutive month in September, underscoring i ...More
China’s central bank raised its gold holdings for the 23rd consecutive month in September, underscoring its efforts to diversify reserves amid shifting global financial markets. However, the country’s foreign exchange reserves fell more than expected to $3.400 trillion, pressured by a stronger US dollar. The yuan strengthened 0.22% against the greenback during the month. ...Less

- Global Market: France faces rising market pressure to rein in public finances
As France grapples with escalating borrowing costs and a dwindling euro, the urgency for bolstered fiscal ...More
As France grapples with escalating borrowing costs and a dwindling euro, the urgency for bolstered fiscal stability intensifies. With the presidential election on the horizon, tension mounts from political factions and public unrest. Far-right figure Marine Le Pen advocates for drastic cuts in spending, championing deficit control. Yet, doubts linger regarding her administration's capacity to enact these strategies as the financial climate adds complexity to the looming electoral decisions. ...Less

- EIA raises oil price forecasts as Iran war tightens global markets
The EIA raised its oil price forecasts, citing tight global inventories, limited diesel supplies and ongo ...More
The EIA raised its oil price forecasts, citing tight global inventories, limited diesel supplies and ongoing Middle East supply risks. Brent crude is expected to average $105 per barrel in Q4 2026 and $84 in 2027. Recovering Gulf exports and record U.S. production may ease supply pressures next year, though geopolitical risks remain. ...Less

- Global Market: Tokyo Financial Exchange unveils futures to hedge BOJ rate volatility
Tokyo Financial Exchange will launch a futures contract linked to the Bank of Japan’s overnight call rate ...More
Tokyo Financial Exchange will launch a futures contract linked to the Bank of Japan’s overnight call rate to help investors hedge rising interest-rate volatility. The move comes as markets anticipate further BOJ hikes, with the central bank’s policy rate at 1.25%. Growing demand for rate hedging reflects Japan’s shift away from ultra-loose monetary policy. ...Less

- Global Market: Goldman Sachs raises December Brent oil price forecast to $90 on supply risks
Goldman Sachs has raised its December 2026 Brent crude price forecast to $90 per barrel, citing supply ri ...More
Goldman Sachs has raised its December 2026 Brent crude price forecast to $90 per barrel, citing supply risks in the Middle East. While 2027 averages remain at $80, severe Gulf production cuts could drive prices to $125, even as potential Russian exports keep near-term market sentiment volatile. ...Less

- Global Market: South Korean shares fall nearly 2% as Middle East tensions weigh on sentiment
South Korean shares fell nearly 2% on Monday as renewed Middle East attacks heightened concerns over glob ...More
South Korean shares fell nearly 2% on Monday as renewed Middle East attacks heightened concerns over global energy supplies. Foreign investor selling and losses in chipmakers weighed on the KOSPI, while the won strengthened to its highest level since October 2024. ...Less

- Stellantis, Tata Motors ink passenger vehicle manufacturing pact for global markets
Stellantis has formed a partnership with Tata Motors Passenger Vehicles for vehicle production in India. ...More
Stellantis has formed a partnership with Tata Motors Passenger Vehicles for vehicle production in India. This collaboration will leverage Tata's advanced technology and Stellantis' engineering expertise for competitive vehicle development. A new Jeep SUV will be produced based on Tata's Argos platform, further enhancing export potential. The vehicles will be manufactured at the Ranjangaon facility under a joint venture. ...Less

- Global Market: Yuan strengthens as dollar retreats; China pushes back against undervaluation claims
The Chinese yuan strengthened against the US dollar as the greenback retreated from an 18-month high. Bei ...More
The Chinese yuan strengthened against the US dollar as the greenback retreated from an 18-month high. Beijing defended its currency policy amid European Union trade negotiations, rejecting undervaluation claims. Supported by strong exports and foreign capital inflows, the yuan has gained 4.4% this year, with authorities favouring stability and gradual appreciation. ...Less

- World Bank flags oil, El Niño and global market risks to growth
The World Bank has revised its growth forecast for South Asia, projecting a robust 6.9% by 2026, driven b ...More
The World Bank has revised its growth forecast for South Asia, projecting a robust 6.9% by 2026, driven by a surge in consumer demand. India, leading the region's economy, is expected to achieve a 7.1% growth. However, persistent high inflation and potential spikes in energy prices pose risks to this growth. ...Less

- Global Market: Eurozone business activity hits 29-month high as price pressure intensifies
Eurozone business activity expanded at its fastest pace since April 2023 in September, driven by strong s ...More
Eurozone business activity expanded at its fastest pace since April 2023 in September, driven by strong service demand and AI investments. However, inflation surged to 3.8% due to rising energy costs, fueling expectations that the European Central Bank will maintain higher interest rates or hike rates further by mid-next year. ...Less

- Global Market: Eurozone bond yields surge as energy prices fuel rate hike bets
Eurozone bond yields rise sharply as higher oil prices fuel inflation concerns and expectations of tighte ...More
Eurozone bond yields rise sharply as higher oil prices fuel inflation concerns and expectations of tighter monetary policy, while widening France-Germany spreads highlight growing fiscal and rate risks. ...Less

- Global Market: Hang Seng dips as real estate, financial shares face selling pressure
Hong Kong stocks edged lower as selling pressure in real estate and financial shares offset gains in tech ...More
Hong Kong stocks edged lower as selling pressure in real estate and financial shares offset gains in technology stocks. The Hang Seng Index fell 0.08% by midday, while the Hang Seng Tech Index rose 0.3%. Trading remained subdued with mainland Chinese markets shut for the National Day holiday. ...Less

- Global Market: JGB yields ease as markets weigh BOJ rate-hike outlook
Japanese government bond yields declined on Wednesday, tracking softer global yields despite Bank of Japa ...More
Japanese government bond yields declined on Wednesday, tracking softer global yields despite Bank of Japan policymaker Ayano Sato supporting further rate hikes. The 10-year JGB yield fell to 3.085%, while the 30-year yield dropped to 4.205%. Investors remained divided over how tighter BOJ policy could influence longer-term bond yields and market expectations. ...Less

- Global Market: South Korean shares fall as investors await Samsung Electronics earnings
South Korean shares declined as investors turned cautious ahead of Samsung Electronics' third-quarter ear ...More
South Korean shares declined as investors turned cautious ahead of Samsung Electronics' third-quarter earnings report, with markets seeking clues on AI-driven chip demand. The KOSPI fell amid weakness in major automakers, steel and semiconductor stocks, while foreign investors remained net sellers. ...Less

- Global Market: TSMC third-quarter revenue jumps 50% as AI chip demand surges
TSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in ...More
TSMC reports record third-quarter revenue, beating estimates as surging AI demand drives strong growth in advanced chips, while the chipmaker prepares to provide a detailed outlook on earnings, capital spending and AI demand. ...Less

- Global Market: Japanese shares fall as AI stocks retreat after sharp rally
Japanese shares slipped on Wednesday as investors booked profits after a sharp recent rally, with technol ...More
Japanese shares slipped on Wednesday as investors booked profits after a sharp recent rally, with technology and semiconductor stocks leading the decline. The Nikkei fell 0.86%, while the Topix dropped 0.59% by the midday break. ...Less

- Global Market: EMs see first foreign outflow since June as Fed turns hawkish
Foreign investors pulled $26.3 billion from emerging-market stocks and bonds in September, marking the fi ...More
Foreign investors pulled $26.3 billion from emerging-market stocks and bonds in September, marking the first monthly outflow since June, according to the IIF. Fixed-income assets saw $7 billion of outflows, their first net withdrawal since March. The selling was driven by a hawkish US Fed stance, which pushed Treasury yields and the dollar higher, reducing the appeal of emerging-market assets. ...Less

- Global Market: Japan stocks fall for second day as profit-taking, rate fears weigh
Japanese shares trade lower for a second straight session as investors book profits after a recent rally, ...More
Japanese shares trade lower for a second straight session as investors book profits after a recent rally, while uncertainty over US rates, rising oil prices and geopolitical tensions weigh on sentiment. ...Less

- Global Market: European companies set for 21% Q3 earnings growth, led by energy firms
European companies are expected to post 21% third-quarter earnings growth, led by energy firms benefiting ...More
European companies are expected to post 21% third-quarter earnings growth, led by energy firms benefiting from supply disruptions. However, excluding energy, growth is forecast at 9.7%, while real estate earnings are projected to fall sharply. ...Less

- Global Market: Wall Street in focus as US jobless claims ease amid Fed rate uncertainty
US jobless claims fell to 197,000 last week, below expectations, signalling low layoffs despite sluggish ...More
US jobless claims fell to 197,000 last week, below expectations, signalling low layoffs despite sluggish hiring. The data keep the Federal Reserve’s interest-rate outlook in focus as investors weigh labour market resilience against inflation risks. ...Less

- Global Market: UK Gilt yields rise as oil, US Treasury yields weigh on bonds
British 10-year gilt yields jumped 6 basis points to 5.44%, nearing a 19-year high, as rising oil prices ...More
British 10-year gilt yields jumped 6 basis points to 5.44%, nearing a 19-year high, as rising oil prices and US Treasury yields fueled inflation concerns. Investors also focused on Britain’s upcoming October 28 budget and fiscal outlook. Potentially higher borrowing needs and weak global bond markets added pressure to government debt. ...Less

- Global Market: Nomura Asset Management targets global investors as Japan markets regain appeal
Nomura Asset Management is seeking to capitalise on rising global interest in Japanese equities and bonds ...More
Nomura Asset Management is seeking to capitalise on rising global interest in Japanese equities and bonds, using stronger markets, higher yields and an expanded overseas network to grow its international business. ...Less

- Global Market: European shares rally as healthcare gains offset eurozone fiscal concerns
European shares climbed to near one-week highs, led by healthcare stocks, while easing eurozone bond yiel ...More
European shares climbed to near one-week highs, led by healthcare stocks, while easing eurozone bond yields offered some relief. Investors remained focused on fiscal pressures, political uncertainty and upcoming economic data for clues on the region’s outlook. ...Less

- Global Market: Gulf oil flows rebound to 81% of pre-war levels in September
Gulf oil flows excluding Iran recovered to 81% of pre-war levels in September, supported by a sharp rebou ...More
Gulf oil flows excluding Iran recovered to 81% of pre-war levels in September, supported by a sharp rebound in Saudi Arabian exports. Crude and condensate shipments reached 91% of pre-war levels, while refined fuel exports remained weaker. Volatile daily flows, however, raise questions over the sustainability of the recovery. ...Less

- Global Market: China's Yuan hovers near 3-1/2-year high as trade risks cloud outlook
China's yuan hovers near a 3-1/2-year high against the dollar as fading expectations of a US rate hike su ...More
China's yuan hovers near a 3-1/2-year high against the dollar as fading expectations of a US rate hike support the currency. However, trade tensions, China's widening yield disadvantage and concerns over export demand could limit further gains. ...Less

- Global Market: Euro under pressure as France debt worries, Spain vote weigh
The euro hovered near a 17-month low at $1.1219 amid euro zone political uncertainty, high debt and Frenc ...More
The euro hovered near a 17-month low at $1.1219 amid euro zone political uncertainty, high debt and French fiscal concerns. Meanwhile, the dollar strengthened as US Treasury yields climbed, with persistent inflation limiting expectations for monetary easing. Markets also monitored potential Bank of Japan tightening as the yen remained weak against the dollar. ...Less

- Global Market: Hong Kong stocks fall as oil rises, tech and biotech shares drag
Hong Kong stocks fell as rising oil prices, weak economic data and selling in major technology and biotec ...More
Hong Kong stocks fell as rising oil prices, weak economic data and selling in major technology and biotechnology shares weighed on sentiment. The Hang Seng declined 0.5%, while tech stocks dropped 0.9%. A weak PMI, subdued consumer demand and mixed industrial data added caution, despite optimism from China’s policy support. ...Less

- Global Market: Hong Kong stocks rise as pharma, tech shares lead gains
Hong Kong stocks gained on Tuesday, led by pharmaceutical and technology shares, with the Hang Seng risin ...More
Hong Kong stocks gained on Tuesday, led by pharmaceutical and technology shares, with the Hang Seng rising 0.78% and Hang Seng Tech Index advancing 0.87%. Biotech firms WuXi Biologics and Sino Biopharmaceutical rallied over 4%. Property stocks remained weak amid residential market concerns, debt pressures and refinancing risks among developers. ...Less

- Global Market: JGB yields fall as 30-year bond yield retreats from record high
Japanese government bond yields declined, with the 30-year yield easing from a record high, as investors ...More
Japanese government bond yields declined, with the 30-year yield easing from a record high, as investors awaited a closely watched debt auction and assessed the Bank of Japan’s tightening path. The 10-year yield fell to 3.08%, while global bond yields also softened. Markets increasingly expect a December BOJ rate hike. ...Less

- Global Market: European stocks rebound as oil prices ease; telecom shares slide on SpaceX deal
European shares rebound as easing oil prices and retreating bond yields support sentiment amid hopes of r ...More
European shares rebound as easing oil prices and retreating bond yields support sentiment amid hopes of reduced Middle East tensions. Telecom stocks lag after SpaceX’s spectrum deal sparks concerns about rising competition for established wireless operators. ...Less

- Global Market: BoE’s Pill says central banks must stay focused on fighting inflation
Bank of England Chief Economist Huw Pill urges central banks to prioritise inflation control amid rising ...More
Bank of England Chief Economist Huw Pill urges central banks to prioritise inflation control amid rising global bond yields. Divisions among UK policymakers over interest rates persist as they assess inflation risks linked to the Iran war. ...Less

- Global Market Today: Asian stocks drop on inflation concerns, oil gains
MSCI’s Asia Pacific index for equities slipped 0.3%, with shares in Japan and South Korea falling, while ...More
MSCI’s Asia Pacific index for equities slipped 0.3%, with shares in Japan and South Korea falling, while markets in mainland China return from a holiday. Shares of Samsung Electronics Co. fluctuated between gains and losses after the chip bellwether reported record profit but still missed estimates. ...Less

- Global Market Today: Asian stocks drop on tech jitters, oil edges lower
The MSCI Asia Pacific equities index edged 0.1% lower early Friday. Japan’s Nikkei fell over 1%, with Sof ...More
The MSCI Asia Pacific equities index edged 0.1% lower early Friday. Japan’s Nikkei fell over 1%, with Softbank Group Corp. declining more than 5%. The regional moves came after the Nasdaq 100 Index sank 1.4%, its worst day in seven weeks, while a US gauge of chipmakers slumped 3.4%. The S&P 500 Index dropped 0.5%. Markets are closed in South Korea and Taiwan. ...Less

- Global Market: AMD to increase AI chip supply substantially in 2027 to meet rising demand
AMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Li ...More
AMD plans to substantially increase chip supplies in 2027 as demand for AI processors accelerates. CEO Lisa Su is working with key suppliers in Taiwan and South Korea to expand manufacturing and secure advanced wafer and memory capacity. ...Less

- Global Market: China stocks hit over one-year low as AI selloff deepens; Hong Kong rebounds
Chinese blue-chip stocks fell significantly, marking their lowest point in over a year. The CSI300 Index ...More
Chinese blue-chip stocks fell significantly, marking their lowest point in over a year. The CSI300 Index decreased by 1.3%, while the Shanghai Composite Index dropped 1.2%. Conversely, Hong Kong's Hang Seng Index saw an uptick of 1.1%, driven by a surge in technology stocks. Investor sentiment has leaned towards safer sectors amid concerns regarding currency fluctuations and AI-related investments, highlighting a pervasive caution across both markets. ...Less

- Global Market: Maas Group shares plunge 11% after Nvidia-backed Firmus scraps $5 billion IPO
Maas Group shares plunged nearly 11% after Nvidia-backed Firmus withdrew its planned $5 billion IPO, rais ...More
Maas Group shares plunged nearly 11% after Nvidia-backed Firmus withdrew its planned $5 billion IPO, raising valuation concerns. Despite the setback, contracts worth A$1.1 billion remain intact, providing revenue visibility amid uncertainty over Firmus's funding strategy and AI infrastructure valuations. ...Less

- Global Market | High energy costs threaten eurozone inflation outlook: ECB's Nagel
Eurozone inflation stands at 3.8%, with Bundesbank President Joachim Nagel warning of upside risks from e ...More
Eurozone inflation stands at 3.8%, with Bundesbank President Joachim Nagel warning of upside risks from energy, food and refining costs. However, wage and price-setting remain contained, while long-term inflation expectations stay aligned with the ECB’s 2% target. Markets increasingly expect further ECB rate hikes, though Nagel urged flexibility. ...Less
- Global Market: OPEC+ keeps November oil output steady as Brent tops $100
Seven major OPEC+ producers agreed to keep November crude output unchanged as the Iran conflict disrupted ...More
Seven major OPEC+ producers agreed to keep November crude output unchanged as the Iran conflict disrupted supplies and pushed Brent above $100 a barrel. Meanwhile, G7 nations plan to release 100 million barrels of oil and refined products, including diesel, to ease energy-market pressures and cushion consumers from soaring fuel costs. ...Less
- Global Market: European stocks edge up; Schneider plunges after PTC deal
European shares edged 0.2% higher, recovering from last week’s losses, while French stocks fell amid grow ...More
European shares edged 0.2% higher, recovering from last week’s losses, while French stocks fell amid growing fiscal concerns. The CAC 40 dropped 0.8%, pressured by Schneider Electric’s sharp decline after its $22.6 billion PTC deal. Investors also tracked softer US jobs data, bond yields, inflation risks and political uncertainty across Europe. ...Less
- Factories of future: Built on 25 years of reform & execution
India's industrial sector has seen significant growth under Modi's leadership, emphasising infrastructure ...More
India's industrial sector has seen significant growth under Modi's leadership, emphasising infrastructure development and reforms. The Vibrant Gujarat Summit initiated a strategic approach to enhance ease of doing business. Recent trade agreements have expanded access to global markets for Indian manufacturers. ...Less
- Global Market: BOJ's Uchida warns AI boom could trigger market correction
Shinichi Uchida, the Deputy Governor of the Bank of Japan, underscored the significant influence of artif ...More
Shinichi Uchida, the Deputy Governor of the Bank of Japan, underscored the significant influence of artificial intelligence on the financial landscape. He noted that escalating asset prices could trigger market corrections if anticipated AI returns fail to materialize. Uchida also suggested that robust demand for AI might alter Japan's natural interest rates. ...Less
- Global Market: Hedge fund group warns BoE repo reforms could worsen market stress
Hedge fund group AIMA has warned the Bank of England that proposed gilt repo reforms, including wider cen ...More
Hedge fund group AIMA has warned the Bank of England that proposed gilt repo reforms, including wider central clearing, could reduce liquidity and increase vulnerability to funding disruptions during periods of market stress. ...Less
- Global Market: Eurozone energy inflation has yet to spread to broader prices, ECB's Rehn says
Eurozone energy inflation has not yet spread broadly to other goods and services, ECB policymaker Olli Re ...More
Eurozone energy inflation has not yet spread broadly to other goods and services, ECB policymaker Olli Rehn said. Rising bond yields may curb economic growth and limit price pressures, though resilient activity and AI investment remain concerns. Markets expect further ECB rate hikes as policymakers balance persistent inflation against tightening financial conditions. ...Less
- Global Market: BOJ seen nearing 2% inflation target as markets eye December rate hike
The Bank of Japan may signal later this month that underlying inflation has reached its 2% target, streng ...More
The Bank of Japan may signal later this month that underlying inflation has reached its 2% target, strengthening expectations for a December rate hike. While policymakers remain cautious after recent increases, steady wages, rising prices and yen weakness could support further tightening as the BOJ gradually normalises monetary policy. ...Less
- Global Market: European shares fall as rising yields, oil lift risk concerns
European shares fell after three sessions of gains as rising oil prices and global bond yields weighed on ...More
European shares fell after three sessions of gains as rising oil prices and global bond yields weighed on sentiment, while concerns over France’s fiscal position added to pressure on markets. ...Less
- Global Market: Nikkei rises as Wall Street gains, oil prices fall
Japan’s Nikkei rose 0.2% and Topix gained 0.4%, supported by Wall Street gains and lower crude oil prices ...More
Japan’s Nikkei rose 0.2% and Topix gained 0.4%, supported by Wall Street gains and lower crude oil prices. Investors remained cautious ahead of a 10-year government bond auction and a speech by BOJ Governor Kazuo Ueda. Technology stocks were mixed, while elevated bond yields and fiscal concerns kept market sentiment cautious. ...Less
- Global Market: Kospi slips as Samsung, SK Hynix decline before earnings
South Korean shares fell after the holiday break, with the KOSPI declining 0.49% as chipmakers weakened a ...More
South Korean shares fell after the holiday break, with the KOSPI declining 0.49% as chipmakers weakened ahead of Samsung Electronics’ third-quarter earnings. SK Hynix dropped 2.72%, while foreign investors sold 564.5 billion won in equities. Gains in battery, auto and steel stocks partly offset losses, while the won weakened slightly. ...Less
- Global Market: Euro hits 17-month low as French fiscal worries boost dollar
The euro fell to a 17-month low as concerns over France’s fiscal outlook and bond-market selloff weighed ...More
The euro fell to a 17-month low as concerns over France’s fiscal outlook and bond-market selloff weighed on sentiment. The dollar strengthened despite weak US jobs data, supported by elevated Treasury yields and safe-haven demand. Diverging central-bank expectations and persistent bond volatility are likely to keep currency markets under pressure. ...Less
- Global Market Today: Asian stocks hold near record highs, oil climbs
MSCI’s Asia Pacific equities gauge edged up 0.1%, helped by advances in Japan, while South Korean shares ...More
MSCI’s Asia Pacific equities gauge edged up 0.1%, helped by advances in Japan, while South Korean shares reversed an early decline to rise 0.2%. The regional benchmark is less than 2% from its peak. ...Less
- ET Alpha Wealth Summit 2.0: Where is smart money moving amid global market churn?
As global capital shifts amid rising bond yields, changing valuations and new investment themes, investor ...More
As global capital shifts amid rising bond yields, changing valuations and new investment themes, investors are asking where the next opportunities could emerge. At ET Alpha Wealth Summit 2.0, two back-to-back sessions will explore where long-term capital is moving and how family offices and institutions are putting money to work across private credit, venture debt, co-investments and alternative strategies. ...Less
- Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIO
Markets are also digesting a range of near-term uncertainties, including energy price volatility, geopoli ...More
Markets are also digesting a range of near-term uncertainties, including energy price volatility, geopolitical tensions and the potential impact of AI-led disruption on future employment patterns. ...Less
- Global markets defy bond turmoil as stocks stay near record highs
Global stocks remain near record highs despite rising government bond yields, geopolitical tensions, high ...More
Global stocks remain near record highs despite rising government bond yields, geopolitical tensions, higher oil prices and concerns over AI valuations. Equities have been supported by strong earnings expectations, even as bond markets face significant stress. Investors are watching yields, currency movements, geopolitical risks and the sustainability of the AI-led rally. ...Less
- India, Czech Republic explore partnership to build 19, 40 and 90-seater aircraft in India
India is set to explore a collaboration with the Czech Republic to manufacture various regional aircraft. ...More
India is set to explore a collaboration with the Czech Republic to manufacture various regional aircraft. The partnership aims to fulfill regional connectivity needs under the UDAN scheme and cater to global markets. Discussions between Indian and Czech officials highlighted combining India's demand for air travel with Czech manufacturing expertise. The focus is on producing 19-seater, 40-seater, and 90-seater aircraft in India. ...Less
- Payoneer India Cross-Border Excellence Awards 2026 closes with a blueprint for India’s next export leap
India’s exports hit a record $863.1 billion in FY26, yet the businesses driving that growth rarely share ...More
India’s exports hit a record $863.1 billion in FY26, yet the businesses driving that growth rarely share the spotlight. On September 25 in New Delhi, the Payoneer India Cross-Border Excellence Awards 2026, in association with The Economic Times, closed its 2026 cycle with a summit on market access, growth corridors and outbound compliance, and 16 category winners that show what Indian global enterprise looks like today. ...Less
- Beyond the first export: How India’s SMBs can build lasting global businesses
India’s exports hit a record in 2025-26, and SMBs account for nearly half of them. But as trade deals wid ...More
India’s exports hit a record in 2025-26, and SMBs account for nearly half of them. But as trade deals widen market access, Payoneer leaders Nagesh Devata and Gaurav Shisodia argued that Indian SMBs selling overseas face a bigger challenge: earning the trust of buyers they will never meet, getting paid reliably, and turning a one-off export into a business that scales across markets. ...Less
- Global Market: ECB may need further rate hikes as inflation risks remain elevated, Dolenc says
The ECB may raise interest rates further as inflation risks remain tilted upward, with rates already at 2 ...More
The ECB may raise interest rates further as inflation risks remain tilted upward, with rates already at 2.5% and inflation at 3.8%. Policymaker Primoz Dolenc cited energy, food and geopolitical risks, while noting stable core inflation. Strong economic growth could add pressure, but rising bond yields pose risks to euro zone activity. ...Less
- Global Market: Japan’s Nikkei jumps 2.5% to 3-month high as AI stocks rally
Japan’s Nikkei surged 2.53% to a three-month high, led by AI and chip stocks following Wall Street gains. ...More
Japan’s Nikkei surged 2.53% to a three-month high, led by AI and chip stocks following Wall Street gains. Advantest and Tokyo Electron rallied, while SoftBank also advanced. Easing expectations for a Federal Reserve rate hike supported sentiment, though investors remained selective amid a more cautious outlook for the AI-led rally. ...Less
- Global Market Today: Asian stocks rise after US tech rally, oil dips
MSCI’s Asia Pacific Index edged up 0.1%. Earlier, shares climbed on Wall Street after a rally in Nvidia C ...More
MSCI’s Asia Pacific Index edged up 0.1%. Earlier, shares climbed on Wall Street after a rally in Nvidia Corp. and Microsoft Corp. helped the S&P 500 Index close near an all-time high. ...Less
- 5 world market themes for the week ahead
Global financial markets are grappling with soaring borrowing costs, while France navigates a volatile po ...More
Global financial markets are grappling with soaring borrowing costs, while France navigates a volatile political landscape concerning its budgetary decisions. As Europe battles economic challenges, the euro witnesses notable fluctuations against the dollar. In Brazil, the impending elections are poised to instigate major shifts, driven by heightened interest rates and economic anxieties. ...Less
- Japan government bond yields fall as global markets steady
Japanese government bond yields saw a significant drop on Friday, as the 10-year yield fell to levels not ...More
Japanese government bond yields saw a significant drop on Friday, as the 10-year yield fell to levels not recorded since mid-September. Global bond markets stabilizing and shifts in central bank policies played a key role in this decline. Even though the Bank of Japan raised rates recently, inflation in Tokyo is rising, fueling predictions of additional rate hikes. ...Less
- Global Market Today: Asian shares rise as Fed hike bets ease, oil gains
MSCI’s Asia Pacific equities index rose 0.4%, with Japanese shares rallying 2%. Contracts for the Nasdaq ...More
MSCI’s Asia Pacific equities index rose 0.4%, with Japanese shares rallying 2%. Contracts for the Nasdaq 100 rose 0.3% after the underlying gauge closed a record high on Friday and a US index of semiconductor shares rallied. ...Less
- Global markets rattled as bond yields surge, offsetting AI-stock optimism
Global bond market volatility led to declines in stock indexes, with the S&P 500 on track for consistent ...More
Global bond market volatility led to declines in stock indexes, with the S&P 500 on track for consistent losses. Oil prices rose, contributing to persistent inflation, while economic reports indicated US resilience despite challenges. The 10-year Treasury yield hovered near a 2002 high, raising concerns for real-estate stocks. Technology stocks demonstrated some strength, aided by Micron Technology’s better-than-expected quarterly profit. ...Less
- Global Market | Central banks face tougher crisis-management role as public debt rises: BIS chief
BIS chief Pablo Hernández de Cos warned that future financial crises could be harder to manage amid soari ...More
BIS chief Pablo Hernández de Cos warned that future financial crises could be harder to manage amid soaring public debt, fiscal deficits and volatile bond markets. Growing non-bank financial risks and rapid technologies could accelerate turmoil. He urged stronger regulation, coordinated government action and international cooperation to preserve central banks’ crisis-management capabilities. ...Less
- Global Market: Japan 30-year bond yield hits record high ahead of 10-year auction
Japanese government bond yields climbed, with the 30-year yield hitting a record high, as investors asses ...More
Japanese government bond yields climbed, with the 30-year yield hitting a record high, as investors assessed Prime Minister Sanae Takaichi’s expansionary fiscal policies and remained cautious ahead of a 10-year bond auction. ...Less
- Economic resilience cannot mean global insulation; domestic production "may cost more": Principal Secy to PM
PK Mishra emphasized the need for India to remain open to global markets while enhancing economic resilie ...More
PK Mishra emphasized the need for India to remain open to global markets while enhancing economic resilience. He indicated that domestic production could be more expensive than imports, which highlights the need for a better risk assessment. Businesses are increasingly postponing investments and diversifying suppliers due to economic uncertainties. Mishra underlined that building domestic capabilities must focus on competitiveness rather than merely substituting imports. ...Less
- Global Market: Kospi falls as oil prices, Middle East uncertainty weigh
South Korean shares slipped despite record September exports, as elevated oil prices and uncertainty over ...More
South Korean shares slipped despite record September exports, as elevated oil prices and uncertainty over Middle East energy supplies weighed on sentiment. The KOSPI fell 0.21%, while the won weakened and bond yields rose. Exports surged 83.5%, driven by semiconductor shipments and strong AI-related demand, but foreign investors remained net sellers. ...Less
- Global Markets | Japan's Nikkei retreats from 6-week high as investors lock in gains
The Nikkei 225 index in Japan faced a downturn as investors engaged in profit-taking, displaying caution ...More
The Nikkei 225 index in Japan faced a downturn as investors engaged in profit-taking, displaying caution in the wake of earlier gains. This decline coincided with rising core inflation data from Tokyo, intensifying fears regarding interest rate hikes. Additionally, geopolitical tensions, particularly concerning the US-Iran situation, cast a shadow over market sentiment. Nevertheless, analysts remain optimistic about Japanese stocks, bolstered by positive feedback from the Bank of Japan's tankan survey. ...Less
- Global Market: European stocks edge higher, tech shares lead gains
European shares rose 0.3%, led by technology and semiconductor stocks, as investors responded to Anthropi ...More
European shares rose 0.3%, led by technology and semiconductor stocks, as investors responded to Anthropic’s AI expansion plans and potential $2 trillion valuation. Gains were capped by higher oil prices, elevated bond yields and Middle East tensions. Markets awaited U.S. job openings and euro zone consumer confidence data for further economic signals. ...Less
- Global Market: Bank of Korea steps up won support with $9.6 billion sale
South Korea’s central bank sold a net $9.612 billion in foreign currency during the second quarter to sup ...More
South Korea’s central bank sold a net $9.612 billion in foreign currency during the second quarter to support the weakening won, marking its seventh consecutive quarter of intervention. The won fell 2.1% against the dollar during the period, pressured by a stronger U.S. currency and global market volatility, raising inflation concerns. ...Less
- Global Market: European shares slide as surging bond yields hit risk appetite
European shares opened the final quarter lower as elevated global bond yields and persistent inflation co ...More
European shares opened the final quarter lower as elevated global bond yields and persistent inflation concerns weighed on investor sentiment. The STOXX 600 fell 1%, with banks among the biggest decliners. Higher energy costs and expectations of prolonged interest rates pressured equities, while softer oil prices offered limited relief to markets. ...Less
- Global Market: Foreign investors dump Japanese bonds as BOJ tightening weighs on sentiment
Foreign investors recorded their largest weekly outflow from Japanese bonds since March, selling 4.61 tri ...More
Foreign investors recorded their largest weekly outflow from Japanese bonds since March, selling 4.61 trillion yen in the week through September 26 amid a global bond-market selloff and expectations of further Bank of Japan rate hikes. Japanese bond yields climbed to multi-decade highs, while foreign investors also sold equities. Japanese investors, meanwhile, continued buying foreign equities but remained net sellers of long-term overseas bonds. ...Less
- Anant Raj Cloud Singapore to promote Haryana as a preferred global hub for data centres
The collaboration aims to take Haryana-based cloud and data centre services to global markets and facilit ...More
The collaboration aims to take Haryana-based cloud and data centre services to global markets and facilitate the hosting of overseas data in the state. ...Less
- Global Market: SK Hynix to assess shareholder protection over potential Solidigm listing
SK Hynix will assess measures to protect shareholders amid market concerns over a potential listing of it ...More
SK Hynix will assess measures to protect shareholders amid market concerns over a potential listing of its U.S. subsidiary Solidigm. Reuters reported that Solidigm could pursue an IPO as early as next year at a valuation of up to $150 billion. SK Hynix has not decided on the unit’s future. ...Less
- Global Market: Euro under pressure from energy shock and political risks
The euro has fallen nearly 2% in September as energy prices, political uncertainty and a stronger dollar ...More
The euro has fallen nearly 2% in September as energy prices, political uncertainty and a stronger dollar weigh on the currency. Concerns over German and French politics, rising borrowing-cost spreads and elevated European gas prices threaten growth. ECB rate expectations offer some support, but markets remain cautious about further euro weakness. ...Less
- Global Market: Eurozone bonds face pressure as energy shock fuels rate hike bets
Eurozone bond yields rose sharply as energy-driven inflation strengthened expectations of further ECB rat ...More
Eurozone bond yields rose sharply as energy-driven inflation strengthened expectations of further ECB rate hikes through 2027. French yields hit an 18-year high, while spreads for French and Italian debt widened amid fiscal concerns. Investors are reassessing inflation, borrowing costs, debt sustainability and political risks across heavily indebted eurozone economies. ...Less
- Global Market: BOJ policymakers see scope for faster rate hikes as inflation pressure builds
Bank of Japan policymakers saw scope for faster interest rate hikes as persistent inflationary pressures ...More
Bank of Japan policymakers saw scope for faster interest rate hikes as persistent inflationary pressures raise concerns about price growth exceeding the central bank’s 2% target. A summary of its September meeting showed support for further tightening, although some policymakers argued against rushing and stressed the need to monitor economic developments. ...Less
- Global Market: Japanese bond yields rise as investors weigh inflation, rate-hike risks
Japanese government bond yields rose across most maturities on Thursday, following US Treasuries higher a ...More
Japanese government bond yields rose across most maturities on Thursday, following US Treasuries higher as investors weighed inflation risks and Bank of Japan rate-hike timing. While long-term JGB yields climbed on rate tightening expectations, two-year yields ticked lower following recent debt auction demand. ...Less
- Global Markets: Tech stocks gain on Anthropic IPO optimism, offsetting high oil, yields
Sovereign yields are an anchor for global markets, a reference price for investing in riskier stocks and ...More
Sovereign yields are an anchor for global markets, a reference price for investing in riskier stocks and a benchmark for mortgages and corporate borrowing. Higher rates pile pressure on government, corporate and household budgets. ...Less
- US diesel prices surge 70% amid Iran war: Can Trump-Putin deal bring relief to truckers and stop grocery prices from rising?
Diesel prices impact on trucking: US diesel prices have surged 70% since the US-Israeli war with Iran beg ...More
Diesel prices impact on trucking: US diesel prices have surged 70% since the US-Israeli war with Iran began, putting growing pressure on truckers, farmers and businesses. Despite President Donald Trump's efforts to boost fuel supplies, rising costs threaten to increase trucking expenses and push up prices for groceries, deliveries and other everyday goods. ...Less
- Global Market: Eurozone bond yields ease from highs as rate-hike bets cool
Eurozone bond yields eased Wednesday from multi-year highs as investors tempered expectations for further ...More
Eurozone bond yields eased Wednesday from multi-year highs as investors tempered expectations for further rate hikes. Germany’s 10-year yield fell to 3.57%, while French and Italian borrowing costs also declined but remained sharply higher for September. Falling energy prices and cautious central-bank signals offered relief, ahead of key inflation data. ...Less
- Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimism
Japan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earn ...More
Japan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technology. The Nikkei 225 surged 2.28%, while the broader Topix remained relatively stable. Nevertheless, various stocks within the Nikkei faced downturns, particularly in finance. Analysts are wary about the durability of AI stock gains amid Micron's forecasts, with monetary policy talks suggesting possible interest rate hikes, creating market uncertainty. ...Less
- Global Market: European shares head for first monthly decline in six months as yields rise
European shares were set for their first monthly decline in six months as Middle East tensions, higher en ...More
European shares were set for their first monthly decline in six months as Middle East tensions, higher energy prices and rising bond yields heightened inflation and interest-rate concerns. The STOXX 600 gained 0.7% but remained on track for a September loss. Mining stocks advanced, while investors awaited key European inflation data. ...Less
- CEAT expands Chennai plant to boost premium tyre production for India, global markets
CEAT has expanded its manufacturing capabilities at the Chennai plant across various tyre categories and ...More
CEAT has expanded its manufacturing capabilities at the Chennai plant across various tyre categories and segments. This expansion will enhance the production of advanced products for both domestic and international markets. The facility can now produce seven advanced Truck and Bus Radial sizes to meet changing commercial demands. Additionally, light truck steel radial tyre manufacturing capacity has been scaled up to address growing adoption. ...Less
- Global Market: Japan 10-Year bond yield heads for record fifth quarterly gain
Japan’s 10-year government bond yield is poised for a fifth consecutive quarter of double-digit gains, re ...More
Japan’s 10-year government bond yield is poised for a fifth consecutive quarter of double-digit gains, reflecting global bond-market pressure and concerns over Japan’s fiscal outlook. Mid-term yields are influenced by expectations of a possible October Bank of Japan rate hike, though market-implied odds have declined amid changing U.S. rate expectations and yen pressures. ...Less
- Global Market: Chinese stocks struggle near one-year lows as policy support disappoints
Chinese blue-chip stocks stayed near one-year lows despite Beijing’s latest credit, mortgage and investme ...More
Chinese blue-chip stocks stayed near one-year lows despite Beijing’s latest credit, mortgage and investment support measures. The CSI 300 was headed for its steepest quarterly decline since 2022, while property and technology shares remained under pressure. Weak domestic demand, subdued trading ahead of the holiday and limited investor confidence continued to weigh on markets. ...Less
- Global Market: Shein shares tumble 6% as quarterly profit plunges 67%
Shein shares fell over 6% after quarterly profit plunged 67% to $228 million, while margins narrowed shar ...More
Shein shares fell over 6% after quarterly profit plunged 67% to $228 million, while margins narrowed sharply. Higher freight and jet fuel costs pressured profitability. Shares have declined 27.3% since their Hong Kong debut. The company plans to address rising European inventory and expand higher-priced clothing to improve margins. ...Less