Japan’s Nikkei 225 index crossed the 58,000 level for the first time on Monday, extending a rally that has added more than 12% since the start of the year and propelled the benchmark to repeated record highs. The advance, initially driven by semiconductor and AI-related stocks tracking gains by their U.S. counterparts, has broadened over…
India is projected to grow between 6.5% and 7.8% in the fiscal year concluding in March 2026, according to forecasts from the Asia House Annual Outlook and Deloitte, positioning it as the fastest-growing major economy in Asia and a primary beneficiary of the supply chain diversification trend that has intensified under successive rounds of U.S.-China…
The U.S.-Israeli military strikes on Iran and the effective closure of the Strait of Hormuz are producing an immediate energy crisis. They are also producing something less visible but potentially more consequential: a compression of the technology adoption timelines for energy alternatives across Asia. Renewable energy deployment schedules, battery storage installation targets, nuclear reactivation programs,…
The U.S.-Israeli strikes on Iran that began on February 28 have produced an immediate military response from Tehran, including retaliatory attacks across the Gulf and threats against shipping. But the mechanism that has actually closed the Strait of Hormuz to commercial traffic is not military action alone. It is the withdrawal of maritime insurance coverage…
