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TAIWAN ECONOMY TRANSFORMATION
How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
- Will peace get a chance, and bulls make a comeback? 5 large-cap stocks with an upside potential of up to 26%A peace deal, if it comes, will not mean the Gulf region has become stable. It will only mean that current tensions have been paused. The k...
- Time for investors and traders to think alike? 7 Nifty Auto stocks with an upside potential of up to 19%There are sectors that have not quite followed the war script. Take the auto sector, for instance. A surge in oil prices is supposed to be ...
- America's shutdown of Anthropic's AI models is not a surprise. And India has seen it coming for 30 yearsThe US government's export control order on Anthropic's advanced AI models, blocking non-American nationals, highlights a long-standing Ind...
- KCR will return to power in 2028, BRS alone has vision for Telangana: KTRBRS Working President KT Rama Rao expressed confidence in his party's return to power in Telangana in 2028, with K Chandrashekar Rao set to...
- 80% of Indian small businesses grew in 2025, surpassing Asia-Pacific average of 63%: CPA Australia SurveyRising costs remained the main challenge for such businesses in 2025, says the survey.
- AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
- Oil rally may fuel stagflation concerns, though AI remains market's key driver: Arnab DasRenewed Middle East tensions are driving oil prices higher, fueling inflation and economic growth concerns. Despite market optimism, signif...
- Quote of the day by Jensen Huang: 'It's very clear that AI is going to impact every industry. I think that every nation needs to...' - lessons on artificial intelligence, technology, global economy and how AI will transform every country by Nvidia CEO and GPU inventorQuote of the day by Jensen Huang: Jensen Huang stresses AI's transformative power, urging nations to prioritize it in their strategies. He ...
- On a Beijing business trip: Trump-Xi meet signals managed rivalry, not reset in US-China tiesPresident Donald Trump's recent visit to China focused on managing competition between the two global powers. Leaders Xi Jinping and Trump ...
- An ancient warning hangs over the Trump-Xi summit bonhomieChinese President Xi Jinping invoked the "Thucydides trap" at his summit with US President Donald Trump, highlighting the risk of war betwe...
- Largecaps seen as safe harbour amid market volatility: Sanjay MookimPrime Minister Modi's calls for energy conservation highlight India's external vulnerability and fiscal strain due to elevated oil prices. ...
- India underperforms Asian rivals amid earnings and valuation strainIndian stocks are facing losses while other economies see gains. This is due to a global AI investment frenzy benefiting chip makers like S...
- India's FY27 growth forecast cut to 6.6% as Iran war tightens fiscal space: S&P GlobalIndia's economic growth faces challenges due to the Iran war. S&P Global Market Intelligence has lowered India's FY27 growth forecast. Geop...
- Quote of the Day by Sanae Takaichi: 'If someone says it's impossible because I'm a woman, then…'—Inspiring quotes by the first female Prime Minister of JapanQuote of the Day: Sanae Takaichi's journey in Japanese politics, marked by persistence against traditional barriers, culminates in her hist...
- Taken-for-granted separation between economics & strategy has collapsed in 21st Century: Pradeep MehtaThe lines between economics and strategy have blurred, as highlighted in CUTS International's geoeconomic webinar. Experts discussed how tr...
- Separation between economics & strategy that was taken for granted has collapsed in 21stCenturyA recent CUTS International webinar under its Geoeconomic Monograph Series highlighted how global economics and geopolitics are now deeply ...
- First phase of US tariff talks 'smooth', Taiwan president saysPresident Lai Ching-te announced that Taiwan's initial tariff discussions with the U.S. progressed positively, envisioning a 'Taiwan plus o...
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