KKR is making an $820 million bet on Samsung SDS at a moment when markets are still debating how much of the AI boom will translate into durable profits.However, the deal, announced on Wednesday, appears far more measured than it might seem at first, with KKR opting to invest through…
Indian ethnic wear retailer Libas is aiming to go public by early next financial year, but the timing of its market debut may slip if equity markets remain volatile.The company is also stepping up store expansion, weighing a potential private equity round and assessing how geopolitical tensions, including the US-Iran…
BlackRock is urging investors to look beyond headline returns and pay closer attention to how hedge fund gains are being generated, according to a report released late last week. The core message is simple: in a market being reshaped by artificial intelligence, geopolitics and fast-moving capital flows, diversification across multiple…
India’s foreign exchange restrictions have made it costlier and more complex for overseas investors to hedge against rupee volatility, which has reduced the attractiveness of Indian bonds.At the same time, a war-driven hit to earnings prospects is adding fresh pressure on equities.Steps taken by the Reserve Bank of India to…
Luxury stocks fell sharply on Wednesday after disappointing first-quarter earnings from Kering and Hermès highlighted the growing toll of the Middle East conflict on high-end spending, tourism and investor confidence.The selloff, which spread across Europe’s luxury sector, signals rising concerns that geopolitical tensions and macroeconomic uncertainty are derailing hopes of…
Rolls-Royce share price has held steady in the past few days as concerns about the civil aviation industry have eased modestly, signaling that the impact of the travel disruptions will not be as severe as expected. RR stock jumped to 1,315p on Tuesday, ups sharply from the year-to-date low of…
Markets are starting Tuesday with one message above all others: geopolitics is now setting the pace for prices.The US move to blockade Iranian ports has jolted oil, reshaped risk appetite and injected fresh uncertainty into Asia’s trading day just as China’s latest trade data hints at a more fragile global…
Asian markets opened higher on Tuesday as investors returned to equities after a bruising stretch of geopolitical volatility.The rebound came after a retreat in oil prices following US Vice President JD Vance’s indication that a deal between Washington and Tehran was still possible.“Whether we have further conversations, whether we ultimately…
SK Hynix stock climbed to a record high on Tuesday as investors doubled down on one of the market’s clearest artificial-intelligence hardware trades.The rally reflected continuing conviction that SK Hynix sits in one of the strongest positions in the AI infrastructure chain through its dominance in high-bandwidth memory (HBM). The…
After a vintage 2025 that saw European bank valuations more than double in their best showing since 1997, the sector hit a geopolitical wall in March 2026.Tensions between the US and Iran triggered a sharp 10% correction in the Stoxx 600 Banks index, momentarily erasing three years of near-linear gains.However,…