HSBC Holdings PLC
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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Foreign investors pull a record $12 billion from Indian stocks, sparked by Iran war
A ticker and a screen display stock prices at the Bombay Stock Exchange (BSE) building in Mumbai, India, on Thursday, July 31, 2025. Photographer: Dhiraj Singh/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Foreign investors are on track to pull a record $12 billion from Indian equities this March as the Iran war […]
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Inside India newsletter: Ikea has high hopes for the country as it stares at a global slowdown
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. This week, I dive into the world’s largest furniture retailer, Ikea, and its big plans in India even as it contends with […]
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Legal AI startup Harvey valued at $11 billion in funding round, as VCs spread bets beyond model companies
Harvey co-founders Winston Weinberg and Gabe Pereyra. Courtesy of Harvey With OpenAI and Anthropic soaring to a combined valuation of more than $1 trillion, some in the artificial intelligence industry fear that the two big model companies are sucking up so much of the value that there won’t be much left for other startups. Harvey […]
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What comes after Labubu? Inside Pop Mart’s next grow play
A performance featuring Labubu in Pop Land in March 2026. CNBC Pop Mart knew Labubu would be a hit, but it didn’t expect the shaggy little elf-monster to take over the world. Then, almost as quickly, the question followed: Is the bubble about to pop? It’s a pressure Pop Mart has learned to live with. […]
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