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Briefing: Iran defends strikes on Gulf neighbors. They say a 'huge trust gap' will last for decades

Strategic angle: Iran has defended its strikes against its Gulf countries but its neighbors say attacks have damaged trust for a long time.

editorial-staff Mar 10

Money

Briefing: BofA Adds Visa Inc. (V) to Its “US 1 List”

Strategic angle: BofA has included Visa Inc. in its prestigious 'US 1 List', indicating strong confidence in the company's future performance.

editorial-staff Mar 10

Money

Briefing: BofA Reinstates Coverage of Mastercard Incorporated (MA) With a Buy Rating

Strategic angle: BofA has given Mastercard a buy rating, signaling confidence in its future performance.

editorial-staff Mar 10

Money

Briefing: China’s nudge, a U.S. permission, an Iranian rapprochement — India’s balancing act on an economic thread

Strategic angle: India is trying to preserve its long-standing neutral foreign policy as escalating tensions around Iran threaten its oil supply and expose New Delhi to pressure from both Washington and Beijing.

editorial-staff Mar 10

Money

Briefing: Markets recover as Trump hints Iran war is nearing its end

Strategic angle: U.S. key benchmarks closed in the green after Trump signaled a near end to the Iran war.

editorial-staff Mar 10

Money

Briefing: U.S. Treasury yields fall as oil tumbles after Trump warns Iran over Hormuz flows

Strategic angle: Treasury yields fell as oil prices tumbled following Trump's warning to Iran regarding Strait of Hormuz shipments.

editorial-staff Mar 10

Money

Briefing: South Korea opposed to U.S. moving air defense systems in the country to Middle East: President Lee

Strategic angle: Lee maintained that even if the assets were moved out of the country, its deterrence capability against North Korea will not be affected.

editorial-staff Mar 10

Money

Briefing: Khamenei martyrdom narrative smooths path for son’s rise

Strategic angle: Regime invokes religious history to galvanise support from Shia groups after Ayatollah Ali Khamenei’s assassination

editorial-staff Mar 10

Money

Briefing: Saudi Aramco beats estimates on fourth-quarter profit, keeps dividends flowing as Iran war threatens oil exports

Strategic angle: Saudi Aramco beats profit estimates and keeps $85 billion payouts as oil prices surge again.

editorial-staff Mar 10

Money

Briefing: The thing that everyone expected to happen has happened

Strategic angle: Trump wants the war to be over

editorial-staff Mar 10

Money

China’s exports surge 21.8% in first 2 months of this year

Growth points to stronger trade surplus ahead of crucial summit between Donald Trump and Xi Jinping

editorial-staff Mar 10

Money

Briefing: Nvidia plans open-source AI agent platform ‘NemoClaw’ for enterprises: Wired

Strategic angle: Nvidia is planning to lean into the agentic AI craze and launch an open-source platform for AI agents called 'NemoClaw,' according to a report.

editorial-staff Mar 10

Money

Briefing: European markets head for another negative open as oil prices remain elevated

Strategic angle: European stocks are set to see another negative day of trading as traders watch developments in the Middle East with concern.

editorial-staff Mar 10

Money

Briefing: Yann LeCun’s AI start-up raises more than $1bn in Europe’s largest seed round

Strategic angle: Meta’s former chief AI scientist launches AMI Labs with backing from Nvidia, Temasek and Jeff Bezos

editorial-staff Mar 10

Money

Briefing: Can the G7 release enough oil to calm the market?

Strategic angle: Analysts are sceptical that releasing strategic reserves would solve the problems in the Gulf.

editorial-staff Mar 10

Money

Briefing: Israel expects Lebanon offensive to outlast Iran conflict

Strategic angle: IDF preparing extended campaign against militant group Hizbollah, according to people familiar with discussions

editorial-staff Mar 10

Money

Briefing: The handymen and drivers keeping Tehran running

Strategic angle: Even under bombardment, workers across Iran’s capital are delivering food and fixing potholes

editorial-staff Mar 10

Money

Briefing: China exports sharply beat expectations as trade surplus in the first two months surges to highest on record

Strategic angle: China's trade data reveals a record surplus, surpassing forecasts and highlighting economic resilience.

editorial-staff Mar 10

Money

Briefing: Trump’s Russian oil waiver offers little relief for India

Strategic angle: US permission to buy ‘on-water’ crude leaves Indian refiners still facing Middle East supply shock

editorial-staff Mar 10

Money

Briefing: South Korea's Kospi leads regional rebound, up 5%, as Trump comments drive oil lower

Strategic angle: Asia-Pacific markets rebounded from Monday's rout after oil prices fell and Wall Street bounced back.

editorial-staff Mar 10