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TRUMP ASIA DIVERSIFICATION
Gold on course to log worst yearly fall since 2013 if West Asia troubles continue. Time to sell?Gold has fallen over 25% from its peak despite ongoing geopolitical tensions in West Asia, marking a sharp divergence from its traditional ...- No Santa for exporters this Christmas: Iran war disrupts supply chains, stretches transit times to 60 days, threatens marginsIndian exporters say longer shipping routes, rising input costs, and delayed payment cycles are squeezing margins and putting pressure on d...
- 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...
- Imported voters, fake websites: Russia's covert efforts to stop Armenia's pivot WestRussia is reportedly working to unseat Armenia's leader ahead of the June 7 election. Moscow fears his re-election will cement Armenia's sh...
- Energy, economics and old ties: Why Marco Rubio's Modi meeting mattersUS Secretary of State Marco Rubio met Prime Minister Narendra Modi in New Delhi. Discussions focused on energy security amid a global crisi...
- US seeks to boost energy exports to India as Rubio visits DelhiThe Trump administration is aiming to increase energy exports to India, with Ambassador Sergio Gor highlighting India's receptiveness to di...
- 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 ...
- Rare earth mining is poisoning Mekong River tributaries, threatening 'the world's kitchen'Toxic runoff from unregulated rare earth mines in Myanmar and Laos is contaminating the Mekong River and its tributaries, threatening the l...
- ETMarkets Smart Talk | India expensive, Taiwan & Korea offer value: Nikhil Advani on global investingIndian equities face rich valuations, prompting investors to look globally. Nikhil Advani of LGT Wealth India highlights opportunities in e...
- US-bound engineering exports resilient; WANA shipments drop 51% amid West Asia tensionsIndian engineering exports hit a record US$122.43 billion in FY26. The US remained the top market despite tariffs. Exports to the UAE and S...
- Welcome to the age of energy shocks: The unsettling future view that Iran's Hormuz playbook showsIran war: In today’s rapidly evolving energy scene, crises have become the new norm, frequently disrupting oil and gas supply chains. The g...
- India, Korea can give new direction to multilateralism amid mounting challenges: South Korean Prez LeeSouth Korean President Lee Jae Myung envisions a strengthened special strategic partnership with India, focusing on trade, technology, crit...
- Engineering exports hit record high in FY26; govt support, FTAs boost growth: EEPC’s ChadhaIndian engineering exports achieved a record $122.43 billion in FY25-26. This growth occurred despite geopolitical tensions and trade polic...
- India’s oil security strategy shows structural gaps amid West Asia crisis: Carnegie IndiaIndia's oil security framework has come under renewed scrutiny following the escalation of tensions in West Asia in 2026, which disrupted g...
- PM Modi invokes Covid resolve to tackle West Asia crisisPrime Minister Narendra Modi has sounded the alarm on potential global destabilization stemming from the turmoil in West Asia. He called fo...
- Open to supply products to US market from multiple sites, India based on tariff outcomes: SamsungSamsung is closely monitoring US trade policy under the Trump administration and is prepared to shift production to India and other locatio...
- Open to supply products to US mkt from multiple sites, India based on tariff outcomes: SamsungSamsung is preparing to shift its US-bound production to factories in India and other locations in response to potential trade policy chang...
- Ongoing supply chain diversifications benefiting India, South Asia industrial hubs: ReportCushman & Wakefield's report highlights that while US trade policies create risks for export-reliant manufacturers, supply chain diversific...
- Investors see safety in India as Trump win casts shadow on emerging marketsHowever, India's strong economic growth, limited exposure to Chinese and the U.S. consumer market, robust local appetite for equities and a...
- Key Apple partners plan expansion in Southeast Asia in 2023Major contract electronics makers started to significantly build up their manufacturing presence outside China during the Trump era, as the...
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