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TAIWAN POLICY
India’s trade strategy: Moving beyond FTAsCurrently, India’s FTA utilisation rate hovers around 25% compared to 70-80% in developed economies.- 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...
- Global Market Today: Asian stocks hit record highs, oil heads for weekly lossAsian stocks reached a record high, fueled by optimism that the reopening of the Strait of Hormuz will normalize oil flows and ease inflati...
- Hollywood to Bollywood no more: US makes a move in India's backyardThe United States has renamed its Indo-Pacific Command back to Pacific Command. This change signals a strategic shift away from broad allia...
- 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...
- After Iran, China has a powerful new oil price weaponChina has emerged as the world's first oil "swing importer," significantly reducing its imports by a third to an eight-year low. This move,...
- Why did stock market rally today? Sensex jumps 736 points, Nifty closes above 23,850. 5 key factors behind bull runIndian equities surged nearly 1% as bulls charged through Dalal Street, driven by an Iran-US peace framework and sliding oil prices. The Se...
- 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...
- DBS optimistic about India’s long-term structural growth: Chief says country must invest in talent; focus on wealth spaceDBS Bank's CEO views India as a significant long-term growth opportunity. The nation can benefit from the AI-driven demand for hardware. Ho...
- AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correctionJefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, cr...
- DLI-backed chip companies call for government procurement supportIndian semiconductor startups are urging the government for stronger market access and intellectual property protection. They highlight the...
- North Korea, China claim wins from Xi visit, but limits remainChinese President Xi Jinping visited North Korea, with both nations claiming significant gains. The trip boosted North Korean leader Kim Jo...
- World markets walk a tightrope between AI stocks and oil shocksGlobal markets are on a knife edge, facing a potential AI boom or oil shocks from the U.S.-Iran conflict. Investors are navigating volatile...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...
- The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, TaiwanA sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks...
- Govt scraps capital gains tax on foreign investment in bondsIndia has eliminated long-term capital gains tax on FII investments in government securities, effective April 1, 2026, to attract foreign c...
- Trump unveils $700 million coal support plan using emergency powersPresident Donald Trump is using emergency powers to boost the US coal industry. Nearly $700 million will fund upgrades to power plants and ...
- South Korea, Taiwan leapfrog India, but the race was lost decades agoSouth Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems fr...
- Pete Hegseth’s silence on Taiwan is exactly what Xi Jinping wantsUS Defense Secretary Pete Hegseth adopted a quieter approach to Taiwan at a Singapore security forum. This shift in communication aims to p...
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