Synopsis: Trump’s proposed 10% credit-card interest cap (vs ~22% currently) on $1.23 trillion U.S. credit card debt may ease borrower costs but risks tighter lending, lower bank profits, and slower consumer spending that drives ~70% of GDP. Credit cards have become a...
Synopsis: A global beverage major is planning a $1-billion listing of its Indian bottling business, valued at nearly $10 billion. With 15 plants, strong brand presence, and a key strategic partner, the move bets on long-term consumer growth despite near-term demand...
Synopsis: JPMorgan funds £6B Tennessee smelter for key metals like zinc and gold, backed by US grants. It cuts Asia reliance and creates jobs, right after US targets Venezuela’s Maduro-linked assets. JPMorgan Chase has underwritten funding for a £6 billion ($8...
Synopsis: Indian markets await the U.S. Supreme Court verdict on Trump-era tariffs involving potential refunds of $133.5 billion and duties up to 50%–500%, a decision that could reshape India–U.S. trade flows and influence Indian market sentiment at the start of the...
Synopsis:- India’s exports could rise from $840–850 billion in FY26 to nearly $950 billion by FY27, driven by FTAs with West Asia, strong services and electronics demand, and market diversification. Despite tariff and climate challenges, exports of $562.13 billion in...
Synopsis: The outcome of the war between China and Taiwan will be a major disruption to world markets. The semiconductor industry, trade and technology will be dramatically impacted, creating great risk for investors across the globe After recent US actions in...
Synopsis: Venezuela’s stock market soared 50% in a single session following the expectations of seeing opportunities for growth and stability in markets, and hoping that these reserves will be unlocked for commercial use, signalling a potential normalization of oil...
Synopsis: Despite Venezuela’s 303-billion-barrel oil reserves and 31-million population, collapsing output at 0.9–1.1 mbpd, legal barriers, internal resistance, and geopolitics make U.S. control unsustainable. The question of whether the United States can take over...
SYNOPSIS: US military action in Venezuela has revived focus on its vast oil, gold and mineral wealth, raising geopolitical uncertainty and scrutiny of Indian energy, pharma and metals companies with exposure. It came as a surprise to many of us when news broke about a...
Synopsis: Boeing and Airbus did not dominate by outcompeting rivals, but by surviving an industry hostile to new entrants. Massive capital needs, long development cycles, strict certification, and sticky airline loyalty wiped out competitors over decades, leaving...
