TAIWAN TENSIONS
Nifty bulls reclaim 25,000 mark as FIIs step up India buying: 5 factors that will determine D-Street's fate next week
Indian equities rallied nearly 9% last week as the Nifty reclaimed 25,000 and the Sensex gained 8.82%. FIIs bought Rs 45,960 crore, while DIIs sold Rs 24,197 crore. Investors will track AI stocks, crude oil, geopolitical developments, US Treasury yields, India's October inflation data and Nifty technical levels in the coming week.
AI slump revives Asia’s forgotten trades from China to India
Global investors are rethinking their Asia bets as the AI trade loses momentum following the US midterm elections. India and China are emerging as potential beneficiaries of the shift, with funds rotating towards undervalued stocks, domestic growth, healthcare, consumer companies and financials. India's limited AI exposure, easing oil prices and renewed foreign inflows are strengthening its appeal.
FIIs pump Rs 45,960 crore into Indian stocks in a week; is the tide finally turning for Dalal Street?
Foreign institutional investors poured a net Rs 45,960 crore into Indian equities in one week, reversing October’s outflows and fuelling a sharp market rally. Improving earnings, attractive valuations and global AI stock corrections are driving renewed interest. However, sustainability of inflows, crude prices and geopolitical risks remain key concerns.
China's giant pandas make public debut at US zoo
Giant pandas Ping Ping and Fu Shuang have made their public debut at Zoo Atlanta after their arrival. The pandas were flown from Chengdu to Atlanta in September as part of a ten-year loan. Zoo Atlanta has renovated facilities to host the pandas, providing locally grown bamboo for their diet. The black-and-white mammals are considered vulnerable, with their population threatened by habitat loss and poaching.
$5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this Diwali
Foreign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after months of heavy selling. Strong Q2 earnings, softer crude prices, stable currency and the global AI sell-off are improving India's appeal, with investors rotating towards relatively undervalued markets and large-cap stocks.
Rs 40,000 crore in 13 days! Is the great FII reversal finally here to save Nifty bulls?
Foreign institutional investors have pumped nearly Rs 40,000 crore into Indian equities in 13 trading sessions, raising hopes of a sustained reversal after months of heavy selling. Falling crude oil prices, improving corporate earnings, attractive valuations, a weaker dollar and expectations of an LTCG tax cut are driving the renewed optimism.
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Foreign buying, softer crude lift Dalal Street; Sensex closes above 77,300
Following the US midterm elections, Indian investors are buoyed by hopes of decreased global trade tensions. The Sensex surged by 383.55 points, closing at 77,301.40, while the Nifty increased by 149.75 points to end at 23,960.60, highlighting a significant rebound for the indices. Analysts believe reduced geopolitical risks could enhance India's economic prospects, despite a mixed performance in Asian markets regarding US investments in AI.
Nifty's Diwali-to-Diwali slide: Will year-end gains light up Dalal Street?
The Nifty index has faced notable drops over the last year, heavily impacted by foreign investor outflows and surging crude oil prices. Experts indicate a chance for a year-end comeback, dependent on better corporate earnings and domestic investments. Nevertheless, ongoing volatility and geopolitical strains might limit market advancements in the next few months. The September-quarter earnings season hints at improvement, potentially raising investor confidence.
Charting the global economy: Central banks hold rates steady
Global central banks have opted to keep interest rates unchanged amidst growing inflation worries stemming from energy costs. While the Federal Reserve and the European Central Bank signaled potential hikes during their December meetings, the US economy displays robust growth from business investments and consumer activity.
'It looks like World War III': Historian Sarah Paine gives chilling warning on global conflict; explains why nuclear weapons may not keep the world safe
Historian Sarah Paine warns that the world could be moving towards another global war as tensions involving Iran, Russia and NATO continue to rise. Calling the Iran war “probably one of the most incompetent wars in human history”, she says conflicts can quickly spiral out of control and are difficult to end once they begin. Paine also raises concerns about Vladimir Putin’s actions near NATO territory.
Global Market Today: Asian stocks slide after US tech rout
MSCI Inc.’s regional equities benchmark slipped 0.3%, declining for a second day, leaving the gauge hovering around levels last seen in July. Taiwan’s stock exchange will be shut Friday due to a typhoon. Sentiment stayed weak as contracts for the Nasdaq 100 Index fell 0.3% in early Asian trading.
What's holding up Washington's $14 bn arms sale to Taiwan?
Taiwan has been waiting months for US President Donald Trump to approve a $14 billion sale of weapons and equipment, which the island democracy would use to fend off a potential Chinese attack. - Taiwan is developing a multi-layered air defence system, known as the T-Dome, that it hopes could counter a potential Chinese attack.
China sends naval forces to monitor US warship near disputed shoal
China's military has sent forces to track a US warship that entered disputed waters near Sabina Shoal. This area is contested by multiple nations including the Philippines and Vietnam, contributing to regional tensions. The US Navy typically conducts freedom of navigation operations, although their last mission in the area was over a year ago. Recently, a Chinese Coast Guard vessel collided with a Philippine boat in these disputed waters.
Banking stocks, high oil prices drag Indian markets lower
Across Asia, markets were mixed, with South Korea rebounding 1.8% from last week's losses amid simmering concerns over excessive investments in artificial intelligence (AI). Taiwan fell 0.6%, while Indonesia tumbled 3.6% following a warning from index provider MSCI that it would downgrade the country from the emerging market basket.
Global semiconductor stocks sell-off over AI boom worries pulls Asian shares lower
Global equities showed mixed performance, with Asian markets notably declining due to major setbacks in semiconductor stocks. A steep fall in South Korea's Kospi index raised alarms for investors worried about competition from the Chinese behemoth CXMT. Japan faced a downturn as key players like Tokyo Electron and SoftBank struggled.
Trump calls Nobel Peace Prize snub a 'stain' on Norway
Trump lashed out at Norway hours after the committee awarded this year's prize to Navi Pillay, a former International Criminal Court judge who oversaw a UN report that concluded Israel had committed genocide in Gaza. Speaking at a campaign rally in Syracuse, New York, Trump dismissed Pillay as a "mystery person", adding, "I never heard of the person. Nobody did."
Trump honours Microsoft's CEO Satya Nadella after Vance drops H-1B visa hammer on company
President Donald Trump recognized tech leaders including Satya Nadella with National Medals for their achievements during a ceremony. Vice President JD Vance announced the suspension of Microsoft's green card applications due to alleged visa abuse. Vance criticized Microsoft for laying off American workers while hiring foreign employees. The event coincided with ongoing discussions about the implications of AI on the economy.
Trump plans to honour Microsoft's CEO after Vance drops H-1B visa hammer on company
The crackdown on Microsoft came under Vance's purview as the head of a fraud task force, but the targeting revealed the tension between the companies powering US economic growth and the administration's efforts to reduce immigration that it says has come at the expense of American workers.
Trump plans to honor Microsoft's CEO after Vance drops an H-1B visa hammer on the company
Vice President JD Vance announced that Microsoft has been suspended from the skilled foreign worker visa program. This decision coincides with President Donald Trump's intention to accolade tech giants, including Microsoft CEO Satya Nadella. Vance condemned Microsoft's actions, stating their layoffs of U.S. employees contradict their reliance on H-1B visas, suggesting they misused the system.
South Korea test-flies its first domestically developed hypersonic weapon
On Thursday, South Korea conducted its first flight test of a domestically developed hypersonic weapon. The weapon is designed to travel at least five times the speed of sound, increasing defense capabilities. President Lee Jae Myung attended the test and emphasized strengthening national security. This development follows escalating tensions with North Korea, particularly after recent mine explosions. North Korea has increased its weapons tests and rejected calls for resumed diplomacy.
North Korea warns US over Taiwan while Kim pledges support for Russia
North Korea has condemned US arms sales and military support to Taiwan, claiming it increases regional tensions. The recent arrival of F-16V fighter jets in Taiwan raises concerns about US-China relations and potential conflicts. In a message to President Vladimir Putin, North Korea pledged continued support for Russia's military efforts. This support is part of the comprehensive strategic partnership established between the two nations.
US says no China arms sale plans after envoy cites Trump offer
The US ambassador to China stated clearly that there are no intentions to move forward with arms sales. This clarification follows President Trump's controversial suggestion to sell weapons to China during Xi Jinping's Washington visit. Additionally, US arms sales to Taiwan continue to sour relationships with China, which asserts Taiwan as part of its territory.
Donald Trump and Xi Jinping's 'stalemate' summit was a glitzy gift to China
US President Trump's recent meeting with Xi Jinping aimed to strengthen their personal relationship, but limited progress was achieved. Both leaders agreed on lowering tariffs on certain goods, with no specific timeline provided for implementation. The absence of a Chinese CEO delegation highlighted ongoing investment challenges amid mutual suspicions. China's trade has thrived despite US tariff threats, giving it leverage in negotiations.
US-China tariff cuts: $30 billion trade relief plan unveiled; check full list of goods
The US and China have announced plans to reduce tariffs on about $30 billion of imports from each other. This tariff relief follows a meeting between Donald Trump and Xi Jinping aimed at stabilizing trade relations. The agreement is part of efforts to extend the existing trade truce until January while resolving ongoing disputes. Tariff reductions will cover a wide variety of non-sensitive goods to benefit both economies.
Trump asked Xi if China wanted to buy US weapons, ambassador says
President Trump has been discussing the potential U.S. arms sale to Taiwan with Chinese President Xi Jinping. Trump has emphasized that arms sales are a normal activity for the U.S. and questioned Xi about his interest in purchasing them. The U.S. is obligated to help Taiwan defend itself, despite not recognizing it as a country. Concerns over delayed military aid and weapon orders to Taiwan have been raised by lawmakers.
Xi-Trump summit: China gains diplomatic leverage as US-China trade truce extends, Taiwan tensions persist
Seema Sirohi provides insight into the recent summit held between Trump and Xi, focusing on their efforts towards achieving a trade truce. The leaders tentatively agreed on lowering tariffs and creating a framework for AI safety, all while navigating other geopolitical matters. The conversation revealed a shift in US-China relations, particularly with Xi's heightened stance on Taiwan.
Pandas then, pandas now: Trump and Xi are well past Nixon-era magic
Donald Trump and Xi Jinping recently met in Washington to symbolize cooperation in US-China relations. The summit featured the announcement of two pandas to Zo Atlanta as a gesture of friendship. They extended a trade truce rather than resolving major economic disputes or tariffs. Despite strategic rivalry, both countries aim to maintain open channels for cooperation.
Trump gives Xi rare planeside welcome with 30m red carpet; trade truce extended
Chinese President Xi Jinping is visiting Washington to meet US President Donald Trump as part of a three-day event. During the visit, they are extending their trade truce until January 10 to allow further negotiations. The leaders will discuss a variety of topics, including trade, artificial intelligence, and tensions over Taiwan. A formal arrival ceremony at the White House is scheduled, along with a state dinner.
Trump plans grand spectacle for potentially tense Xi talks
US President Donald Trump is preparing to welcome Chinese President Xi Jinping for a significant three-day visit. The leaders are expected to discuss ongoing tensions related to trade, technology, and relations with Iran. During their meetings, they may address issues involving Taiwan and arms sales as well. Both sides are likely to announce initiatives to lower tariffs and enhance cooperation on drug trafficking.
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