US Treasury accuses India of profiting from Russian oil arbitrage...
Key Takeaways India now imports 42% of its crude oil from Russia, up from less than 1% prior to the 2022 invasion of Ukraine, benefiting from steep discounts. Refined fuel...
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US ramps up 2025 forced labour bans on Chinese steel,...
Key Takeaways The US government’s enforcement of the Uyghur Forced Labor Prevention Act is expanding to include imports of steel, copper, and lithium from China’s Xinjiang region. Industries reliant on...
Crocs ($CROX) trades near 10-year low EV/FCF of 7.97x amid...
Key Takeaways Crocs is trading at historically low valuation multiples, with its EV/FCF ratio near decade-lows around 8x, suggesting market mispricing despite strong fundamentals. Operational results remain robust, with Q2...
Palantir $PLTR CEO Highlights Company as Career Launchpad Driving Long-Term...
Key Takeaways Palantir Technologies is recognised as a professional launchpad, with many alumni founding successful start-ups or holding influential positions across tech sectors. The company’s forward-deployed engineering model blends technical...
Nasdaq 100 Falls Over 1% on 19 August 2025 Amid...
Key Takeaways The Nasdaq 100 declined over 1% on 19 August 2025, reflecting waning enthusiasm for AI-driven stocks and mixed Q2 earnings results. Despite a 13% year-to-date gain, high exposure...
Dow Jones Hits Intraday Record High Summer 2025 on Strong...
Key Takeaways The Dow Jones Industrial Average reached a record intraday high in summer 2025, propelled by robust corporate earnings, policy optimism, and easing geopolitical tensions. Strong performance from healthcare...
Mark Cuban urges higher taxes on share buybacks to boost...
Key Takeaways Proposed increases in taxation on share buybacks could redirect corporate capital towards long-term investments and reduce income inequality. Share buybacks surged following the 2017 U.S. corporate tax cuts,...
AI valuations reach dot-com bubble levels in 2025 amid warnings...
Key Takeaways AI stock valuations have risen sharply, drawing comparisons to the dot-com bubble of the late 1990s. Economists caution that speculative fervour and overconcentration in mega-cap tech firms mirror...
CEOs Warn AI Could Eliminate Up to 50% of Entry-Level...
Key Takeaways AI is rapidly displacing entry-level white-collar roles, particularly in technology, finance, and consulting. Executives forecast 10–20% unemployment rates in specific sectors due to AI, prompting warnings and upskilling...
Trump states Ukraine will not join NATO soon, driving defence...
Key Takeaways Ukraine’s NATO membership remains indefinitely postponed, with no formal timeline set despite ongoing support from member states. Geopolitical uncertainty continues to influence defence spending, with NATO pledging to...
