Geopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil marketing companies. Analysts see a potential new commodity upcycle. Aluminium prices are expected to peak next year. China’s demand remains a key factor for global commodities. Investors are watching for government decisions on windfall taxes.
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan Garner
Foreign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and extraordinary earnings