Synopsis: HSBC turns bullish on metals amid supply constraints and strong energy-transition demand. Aluminium prices are expected to exceed USD 3,200/tonne, while Hindustan Zinc offers 7% upside to Rs. 750, Hindalco 30% to Rs. 1,240, and NALCO 13% to Rs. 420....
Synopsis: President Donald Trump’s renewed push to assert U.S. influence over Greenland triggered fresh trade tensions with Europe, unsettled financial markets, and weakened major currencies. A last-minute security framework announced at the World Economic Forum in...
Synopsis: World investors watch 2026’s big IPOs from SpaceX, OpenAI, Stripe, and more in AI, space, and fintech. They could add trillions to markets as tech grows strong. Global investors are already positioning for a potentially historic IPO cycle in 2026. The...
Synopsis: Tensions between the US and Iran are rising, and oil prices have reached a two-month high. If the situation escalates into war, companies such as OMCs, tyre manufacturers, and paint and chemical firms could see pressure on their margins. On the other hand,...
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...
