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Sun Pharma deal: Perception changer for Indian pharma sector? 10 pharma stocks with upside potential of up to 38%The Indian pharma sector made its initial global forays almost a quarter century ago. Companies sought out markets abroad, learnt to deal w...
Policy flip-flops blur US stance on China ahead of Trump-Xi meetPresident Donald Trump's second term China policy faces challenges. Initial tariff hikes did not yield desired concessions from Beijing. Re...
From strategic dialogue to economic statecraft: Quad’s structural role in Indo-PacificThe Quad, comprising India, the US, Japan and Australia, is redefining power through economic architecture. It focuses on building resilien...
Trump administration reaches a trade deal to lower Taiwan's tariff barriersTaiwan tariff deal: The agreement comes as the U.S. remains reliant on Taiwan for its production of computer chips, the exporting of which ...
India's policies have put wind in its sails, says PM aide Shaktikanta DasIndia is embracing self-reliance amid global trade challenges. A top PMO official highlighted this strategy as key to building national str...
Trump mulls tariffs on foreign electronics based on number of chips: SourcesThe Trump administration is considering new tariffs on foreign electronic devices, based on their chip content, to compel manufacturing shi...
US data center build hits record as AI demand surges, Bank of America Institute saysThe June figure represents a 30% increase from the previous year, following a 50% surge in 2024, the report said, citing US Census Bureau d...
Hyundai factory raid in Georgia leads to detention of hundreds of South Korean engineersA raid at a Hyundai factory in Georgia led to the detainment of hundreds of workers, including many South Korean engineers and technicians ...
Matt Orton warns of short-term volatility, urges investors to focus on long-term growth sectorsRaymond James Investment's Matt Orton advises investors to capitalize on market dips, focusing on AI, capex, and reshoring for long-term gr...
Black Monday prophet Jim Cramer flags looming recession as trade war rattles markets, warns against panic sellingWall Street veteran Jim Cramer warned that the U.S. may be heading into a recession due to President Trump’s escalating tariff war with Chi...
Credit Suisse and SVB: There’s a crisis of confidence in banking globally: Rahul BajoriaThe banking system is becoming a little bit of a concern. There is a crisis of confidence, with markets being nervous about both the impact...
What is 'Friendshoring', the buzzword in global supply chains?At the start of the COVID-19 pandemic, Bonnie Glick, then the deputy administrator of the U.S. Agency for International Development, was st...
What if deglobalization is good for emerging markets?Access to low-cost raw materials plays a large role in determining the geographical distribution of industry. Typically, these relative pri...
Globalization of inflation is coinciding with the deglobalization of trade: RBI’s Shaktikanta DasThe RBI governor further mentioned that in the wake of heightened risks to the global economy, multilateral institutions, including the IMF...
New world order? Pandemic and war rattle globalisationRussia's war in Ukraine has raised fears about further disruptions, with everything from energy supplies to auto parts to exports of wheat ...
Biden's inflation plan upends thinking on jobs sent overseasThis challenges a decades-long argument that employers moved jobs abroad to lower their costs by relying on cheaper workers. The trend cont...
Prof David Simchi-Levi at NITIE Webinar - Government should prioritize critical supply chains to apply stress-test"
View: Future of global economic orderWith the shifts in global economic order, political landscape and social behavior all taking place simultaneously, it is safe to say we hav...
Looking for a bold prediction for 2017? In all likelihood, nothing will changeSince 2008, resistance to addressing difficult issues, inability to accept the cost of required adjustment and a lack of leadership has res...
'Re-shore' millions of jobs: British PM David Cameron tells Western nationsBritish PM David Cameron said Europe should capitalise on opportunities to bring back millions of jobs from low cost nations like India.