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CHINA RISKS
US curbs on AI spur European firms to spread the riskEuropean companies are diversifying AI providers due to US access limits, highlighting a need for domestic alternatives. Major firms like S...- China's push for green power use in AI projects faces hurdles, experts sayEnsuring reliable electricity for AI-focused data centres has become a strategic priority, underscored in China's 2026 government work repo...
- China warns of fragmented supply chains as trade tensions growBeijing, a dominant supplier, has retaliated against potential restrictions with export controls. While China attributes its competitivenes...
- Markets on edge as US-Iran ceasefire deal leaves investors rattled by uncertainty: Seth R. FreemanDespite a US-Iran ceasefire framework, markets remain volatile due to unresolved issues like Iran's nuclear program and the Strait of Hormu...
- Gold rebounds from one-week low as Iran cites progress in peace talksGold prices surged over 1% as easing U.S.-Iran tensions and falling crude oil prices reduced inflation and interest rate hike fears. While ...
- Charting the global economy: Fed turns hawkish, China demand weakensFederal Reserve Chairman Kevin Warsh signaled a shift towards interest-rate hikes amid persistent inflation, while euro-area price pressure...
- Middle East outages to keep aluminium market tight near-term, but Indonesia-China supply wave caps upside: Goldman SachsAluminium prices are expected to remain high in the short term due to ongoing Middle East disruptions, which are now projected to extend in...
- Energy security is not just about power generation, it’s about controlling the systems behind itAs electricity becomes the backbone of AI, industry, and transportation, energy security will increasingly depend on controlling the techno...
- Data centers are stewing in their own pollutionA new study reveals a significant portion of planned data centers face high climate risks, potentially becoming uninsurable due to extreme ...
- Ceasefire hopes between US and Iran drag oil prices lower: What lies ahead?The recent decline in oil prices is primarily driven by fading fears of supply disruptions. Earlier, markets had priced in worst-case scena...
- Yuan or Dollar? Indian businesses explore alternatives as import costs climbIndian businesses, particularly MSMEs, are hesitant to adopt yuan-denominated settlements despite a weakening rupee. They prioritise locali...
- PetroChina, Indian Oil fail to secure tankers to load Iraqi crudePetroChina and Indian Oil faced difficulties securing tankers for Iraqi crude. PetroChina and Indian Oil Corp could not find vessels. Sinoc...
- Why the world is betting on China again, and what India must do about itChina's business environment prioritizes market share with strong government backing. The nation has shifted to high-quality, high-speed pr...
- US holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks, sources sayDeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department's Entity Lis...
- U.S. held back blacklisting DeepSeek, over 100 Chinese firms despite security concerns, sources sayAmerica has delayed adding over 100 Chinese firms, including AI startup DeepSeek and chipmaker CXMT, to a trade blacklist. These companies ...
- India's steel capacity utilisation to stay above 90% on strong demand: KotakIndia's steel sector is booming, with demand showing impressive growth and factories running at high capacity. While steel prices have dipp...
- Are the EU and China heading for a trade war?Europe's trade gap with China is widening. This is leading to protective measures on items like electric vehicles and e-commerce. Leaders a...
- How India can win in a rewired global economyIndia is poised to gain from global supply chain shifts. Strategic neutrality and domestic focus are key. The nation must build robust buff...
- Govt likely to clear Dixon-Vivo JV deal this monthThe government is set to approve the Dixon-Vivo joint venture this month. Dixon Technologies will hold a majority stake in this new venture...
- Anthropic block marks US reversal, warning to Silicon ValleyAmerica has taken a significant step by blocking foreign access to Anthropic's top AI models. This move follows concerns about bypassing se...
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