Macro

China’s Manufacturing Dominance vs. India’s Growth Ambitions Wide shot of a large, modern factory with automated machinery and human workers assembling electronic components.

sivam July 28, 2026

China leads global manufacturing at 28% value added. India targets expansion from 3% with 'Make in India'...

AI Data Centers Fuel US Durable Goods Orders & Inflation A wide shot of a data center aisle with multiple rows of tall server racks extending into the background.

sivam July 27, 2026

AI data center boom drives significant growth in US durable goods orders, especially in tech and machinery,...

MRPL Crude Tender: Bypassing Red Sea Amid Geopolitical Risks A crude oil tanker sails steadily across the open ocean under a clear sky with the late afternoon sun.

sivam July 27, 2026

MRPL issues a new crude oil import tender, instructing suppliers to avoid the Red Sea and Strait...

Saudi Oil Exports Rerouted Due to Houthi Attacks An aerial wide shot shows a large oil pipeline stretching across a vast, sandy desert under a harsh midday sun.

sivam July 27, 2026

Saudi Arabia reroutes oil exports to bypass Houthi-targeted shipping lanes, requiring new pipelines and diplomatic efforts to...

China Export Curbs Risk $6.5T Supply Chains: IEA An aerial view of an industrial facility with large, organized piles of various critical minerals under an overcast sky.

sivam July 27, 2026

IEA report warns China's critical mineral export controls pose severe economic security risks to global supply chains,...

Sichuan Manufacturing Booms: 7.6% Revenue Growth H1 2026 A wide shot of a brightly lit, sterile manufacturing facility with multiple conveyor belts and robotic arms.

sivam July 24, 2026

Sichuan Province's manufacturing sector drives strong H1 2026 economic growth, with invoiced sales revenue up 7.6%. Equipment...

Indian Bond Rally Slows: Index Inclusion Doubts Emerge A man crosses a quiet street in front of the Reserve Bank of India building on an overcast day.

sivam July 24, 2026

Indian government bonds face headwinds as hopes for Bloomberg index inclusion fade, potentially leading to range-bound yields...

India Refiners Diversify Crude Sources Amid Gulf Shipping Risks An oil tanker, viewed from a low angle, cruises across a vast expanse of open ocean under a late afternoon sky.

sivam July 24, 2026

Indian refiners are exploring Venezuela & Angola for crude oil, seeking alternatives due to escalating Gulf shipping...

Taiwan’s Industrial Output Soars 22.95% Driven by AI Electronics Robotic arms on an assembly line handle circuit boards and semiconductor wafers in a sterile cleanroom.

sivam July 23, 2026

Taiwan's industrial production jumps 22.95% YoY, fueled by booming AI product demand in IT, electronics, and semiconductors....

Hindalco Plans Rs 1 Lakh Crore Investment for India’s Growth Wide, elevated shot of a vast industrial complex in India with large metal coils, machinery, and cranes.