How can investors assess exposure across the expanding AI value chain? ow can investors assess exposure across the expanding AI value chain? This article explores how indices map the ecosystem across semiconductors, hardware, and cloud.
India’s economy rebounded in September, Bloomberg Economics’ monthly GDP tracker shows — defying expectations after the US imposed 50% tariffs on Indian exports. The recovery looks durable, setting the stage for stronger growth ahead.
India’s rapid export diversification is strengthening Prime Minister Narendra Modi’s trade leverage just as the US signals readiness for an agreement. During his Asia tour this week, President Donald Trump said the US is close to signing a trade deal with India — a...
That balance between adaptation and discipline framed the summit’s opening keynote, where Jeffrey Jaensubhakij, Advisor to GIC, dissected a market suspended between exuberance and fragility.
The next panel examined the evolving architecture of global trade and the geopolitical realignments shaping capital flows. Dr. Deborah Elms, Head of Trade Policy at Hinrich Foundation, described today’s environment as the beginning of a reorganization rather than the...
The conversation then turned to the transformation of infrastructure into a technology-driven growth engine. David Lamming, Chair of Europe and Middle East at Plenary Asia, noted that AI and digitization are reshaping global infrastructure, driving investment into...
