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CHINA SUPPLY RISKS
Gas plants for US data centers to be major source of climate change-linked emissions, report saysThe Environmental Integrity Project reviewed 74 gas-fired US power plant projects proposed or planned to provide electricity directly to ...
China used foreign tech to rise, but now it's slamming the doorChina, once a keen learner of Western technology, is now shifting gears to protect its own innovations. New outbound investment rules, effe...
Japan’s rush to India: The big story behind the Modi-Takaichi summitJapanese Prime Minister Sanae Takaichi's India visit comes as Japanese investments accelerate across banking, manufacturing, infrastructure...
European markets ride oil tailwinds, but can they challenge Wall Street’s tech supremacy?European equities are rallying as lower crude prices following the Iran ceasefire improve the region’s near-term outlook, easing inflation ...
Global AI wave revs up Asian factories, offsetting war-induced painAsia's manufacturing sector experienced a significant boost in June, driven by robust demand for AI-related technology goods. This surge pr...
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chipsDBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, inf...
The six forces every business leader must navigate before the next decadeBusiness strategy is being reshaped by geopolitics, AI, shifting supply chains and new economic realities. In this executive masterclass, R...
Extreme heat adds pressure to food supplies already hit by warMeteorologists warn of prolonged high temperatures due to El Niño, compounding climate change impacts and already high farming costs. This ...
China places 20 Japanese entities on export control list for dual-use itemsChina has placed 20 Japanese firms, including subsidiaries of Mitsubishi and Fujitsu, under export controls for dual-use items. Beijing cit...
Trade disruptions, API dependence, compliance costs: Pharma MSMEs spell out policy priorities on World MSME DayIndian pharmaceutical MSMEs are facing immense pressure from rising costs, supply chain woes, and stringent regulations. Industry represent...
Need to de-risk single-point failures in global AI supply chains: US officialAccording to a high-ranking official from the US, there is a strong partnership between India and the US in fortifying global AI supply cha...
Engineering goods exports top US$12.31 billion in May, highest ever monthly exports despite West Asia conflictWe are positive that with the proper guidance of the Government, we will be able to achieve the desired export target of US$ 250 billion by...
Reopening of Strait of Hormuz to lower tail risk, but supply normalisation to be costly: S&PS&P Global Ratings suggests reopening the Strait of Hormuz eases immediate risks for Asia Pacific, but expects uneven and costly supply nor...
Can Vedanta Aluminium, NALCO shares crash up to 40%? Why InCred sees major downsideInCred Equities has turned bearish on the aluminium sector, advising investors to exit aluminium stocks as it sees a potential 30–40% downs...
A giant rail bridge across the Gobi Desert in China is making people ask one big question: How?A massive rail bridge rising above China’s Gobi Desert is drawing global attention. Built to overcome shifting sands, powerful winds, and e...
Global Market: Standard Chartered bullish on Asia ex-Japan equities, sees strong AI-led growthStandard Chartered upgraded Asia ex-Japan equities to overweight, expecting the region to post the strongest earnings growth globally in 20...
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...
Aluminum’s war shock blunted by dark transits and Chinese supplyThe Iran war triggered one of the biggest shocks to the global aluminum market, raising fears of widespread smelter shutdowns and prices su...
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...