HSBC Holdings PLC
Dollar strengthens as Iran talks break down — Two reasons why HSBC says the greenback is set to soften
The U.S. dollar rose on Monday after talks between Washington and Tehran over the weekend failed to yield an agreement to end the war. The greenback rose 0.3% against the Euro to $1.169 and 0.25% against sterling to $1.342 after peace talks broke down and President Trump said the U.S. military would begin a blockade […]
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Citi backs European bank stocks after ‘overblown’ sell off – here are its top three picks
European bank stocks enjoyed a stellar 2025, notching their best year since 1997, with the valuations of some lenders more than doubling. But the sector sold off heavily during the U.S-Iran conflict in March, calling an abrupt halt to three years of almost-linear positive returns. The Stoxx 600 Banks index is down 1% year-to-date, after […]
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Inside India newsletter: Tariffs and Iran war threaten India’s $100 billion garments export goal
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India“ — your one-stop destination for stories and developments from the world’s fastest growing large economy. Just as India’s textile industry was beginning to stabilize after U.S. tariffs, it received another blow. Industry leaders tell me the Iran […]
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India’s central bank holds benchmark policy rates as Iran war raises inflation risks
Signage for the Reserve Bank of India (RBI) in Mumbai, India, on Friday, April 5, 2024. Dhiraj Singh | Bloomberg | Getty Images India’s central bank on Wednesday held benchmark interest rates at 5.25% as strong growth allows it room to keep policy tight at a time when the Iran war has raised inflation risk. […]
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Inside India newsletter: The worst might not be over for Indian equities
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India“ — your one-stop destination for stories and developments from the world’s fastest growing large economy. Indian markets have been rattled by the Iran war, with foreign investors fleeing and valuations slipping to rare lows. But fund managers […]
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Large Japanese companies are more optimistic despite Iran conflict, but analysts say this may not last
The Shibuya pedestrian intersection in Tokyo, Japan. Marco Bottigelli | Moment | Getty Images Large Japanese manufacturers indicated their highest level of business optimism in over four years, despite uncertainties brought about from the Iran war. That’s according to the Bank of Japan’s quarterly Tankan survey, a closely-watched poll that measures business sentiment among domestic […]
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Three niche commodity prices are surging. What they show about China’s grip on supply chains
Almonty’s tungsten mine in Sangdong, South Korea, in March 2026. Almonty BEIJING — The Iran war is squeezing a global commodities market already pressured by China’s export controls and stockpiling efforts. Prices of three niche elements — tungsten, sulfur and helium — have climbed sharply in recent weeks. While none of the commodities are traded […]
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India flags slower growth, wider deficit as Iran war raises the stakes for New Delhi
People queue to refuel their vehicles at a gas station in Hyderabad, Telangana, India, on March 24, 2026, following import disruptions related to the war in the Middle East. Nurphoto | Nurphoto | Getty Images India has warned that its growth forecast of 7.0%–7.4% for the financial year ending March 2027 faces “considerable downside” risk […]
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Analysts name ‘positive surprises’ for BTS parent company Hybe with double-digit upside
HSBC has raised its target price for Hybe, the company behind Kpop sensation BTS , even as the band’s March comeback concert in Seoul drew a smaller crowd than expected. The bank reiterated its “buy” rating for the stock, increased its target price for Hybe to 500,000 won ($332) from 420,000 won and gave it […]
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India takes a ‘huge hit’ on tax revenue to keep fuel prices from surging during the Iran war
People stand in a queue to refill fuel at a gas station in Guwahati, India, on March 26, 2026. David Talukdar | Anadolu | Getty Images The Indian government’s tax revenues have taken a “huge hit” after New Delhi slashed central excise duties on fuel for domestic consumption, Petroleum and Natural Gas Minister Hardeep Singh […]
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