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US POLICY ON TAIWAN
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...- 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...
- 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 ...
- Europe's tech 'liberation day'? Computer says not yetThe EU plan aims to boost European tech firms and limit some access for dominant U.S. rivals. It marks a key but initial step, with the blo...
- Sensex falls over 300 points, Nifty below 23,350 amid persistent FII sellingIndian stock markets opened lower on Thursday, with Sensex and Nifty declining due to persistent FII selling and global headwinds. Geojit I...
- 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...
- US in talks to expand nuclear weapons deployments in EuropeAmerica is considering placing nuclear weapons in more European NATO countries. This move would involve additional nations hosting dual-cap...
- Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global ResearchBofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI cape...
- 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...
- US defence secretary Hegseth chides Europe, hails ties with China & Asia alliesUS Defence Secretary Pete Hegseth lauded Asian allies like South Korea and Japan for defence contributions. He also noted improved ties wit...
- Hegseth tones down warnings about China but says US remains committed to Pacific securityUS Defense Secretary Pete Hegseth reassured Pacific allies of America's commitment to the region. Speaking at a defense conference in Singa...
- US, China deepen media row as Donald Trump revokes Xinhua journalist’s visaAmerica has revoked the visa of a Chinese journalist working for Xinhua. This move follows Beijing's decision to expel a New York Times rep...
- Shangri-La Dialogue opens with China and doubts about US priorities topping concernsAsia's top defense summit convenes amid rising concerns over China's military might and assertiveness. Leaders will discuss America's Indo-...
- Taiwan detects 9 sorties of Chinese aircraft, 7 vessels, 1 shipTaiwan's defense ministry reported Chinese military activity near its waters. Nine Chinese aircraft and seven vessels were detected on Mond...
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