Money

Briefing: India’s private sector growth slows to over 3-year low in March, weighed down by Mideast conflict

Strategic angle: India's private-sector business activity falters in March due to shockwaves from the Iran war.

Briefing: Hormuz fertiliser block will upend world’s food production

Strategic angle: Any ceasefire negotiations must include a humanitarian carve-out for such shipments

Briefing: Palantir turns poisonous on the campaign trail

Strategic angle: Donald Trump’s unpopular immigration crackdown has made links to the Peter Thiel-backed company a liability for candidates

Briefing: Carmakers rush to secure aluminium as Middle East war hits supply

Strategic angle: Disruption to power supplies and shipping bottlenecks have affected key sources of production in Gulf

Briefing: Siemens boss warns Europe of potential disaster from AI independence prioritization

Strategic angle: Roland Busch cautions against slowing innovation in pursuit of sovereignty.

Briefing: Brent oil prices claw back losses to top $100 again after hours

Strategic angle: MarketWatch reports on the recovery of Brent oil prices.

Briefing: Gold sinks deeper into bear market territory as sell-off extends

Strategic angle: Gold extended its slide, deepening its grip in bear market territory as investors continued to unwind positions and a strong dollar sapped demand.

Briefing: China’s leaders hunt for strategic gains from US quagmire in Iran

Strategic angle: Beijing hopes Washington’s redeployment of forces from Asia will further tip regional balance of power.

Oil rises as markets assess supply risks after Iran denies US talks

Oil prices increase amid concerns over supply risks following Iran's denial of US negotiations.

Briefing: Oil rises with Brent crossing $100 a barrel again as Middle East tensions keep traders on edge

Strategic angle: Trump's statement sent oil lower, while equities jumped. Still, the recovery on Tuesday suggests lingering skepticism over Trump signaling a de-escalation.

Briefing: SoftBank tests its own borrowing limits with $30bn bet on OpenAI

Strategic angle: Masayoshi Son faces investor nerves with massive spending on AI investments

Briefing: Senate approves Markwayne Mullin as next DHS secretary

Strategic angle: President Donald Trump tapped Sen. Markwayne Mullin, R-Okla., earlier this month to replace embattled DHS Secretary Kristi Noem.

Briefing: Japan core inflation in February misses estimates, headline CPI eases for a fourth straight month

Strategic angle: The consumer price index fell to 1.3% last month, its lowest level since March 2022 and below the central bank's 2% target.

Briefing: OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO

Strategic angle: In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft and of supply disruptions at TSMC.

Briefing: Trump plays up prospect of diplomatic end to Iran war

Strategic angle: US president soothes markets but doubts on strategy and Tehran’s position persist

Briefing: Traders placed $580mn in oil bets ahead of Trump post on Iran talks

Strategic angle: Thousands of Brent and WTI contracts changed hands 15 minutes before president’s message on Truth Social

Briefing: Asia wants more U.S. oil and gas to reduce Middle East dependence after Iran war, Burgum says

Strategic angle: Japan, South Korea and Taiwan rely heavily on exports through the Strait of Hormuz.

Nvidia CEO Jensen Huang Just Delivered Fantastic News to Shareholders

Nvidia's CEO shares positive updates that excite investors.

Briefing: Estée Lauder nears deal to combine with Jean Paul Gaultier owner Puig

Strategic angle: Tie-up between US and Spanish groups would create a $40bn beauty giant

Briefing: Can Trump do a deal with Iran?

Strategic angle: Formidable obstacles stand in the way of any diplomatic effort to end the war