Amazon Positions India as a Global AI and Export Powerhouse with Ambitious $35 Billion Investment Plan

Amazon’s announcement that it will invest more than $35 billion in India by 2030 marks one of the most significant expansions of U.S. corporate presence in the country’s digital and manufacturing landscape. As global competition intensifies in artificial intelligence, cloud infrastructure and cross-border e-commerce, the move signals a strategic recalibration of Amazon’s long-term priorities. India—now…

China’s Expanding AI Ecosystem Quietly Integrates Nvidia’s H200 Chips Despite Export Restrictions

China’s artificial intelligence ecosystem is rapidly absorbing Nvidia’s H200 processors—one of the most powerful AI chips in commercial circulation—even before formal export policy shifts are resolved. The pattern illustrates both the persistent demand for high-end compute in China and the limits of U.S. export controls in a globally fragmented semiconductor supply chain. As U.S. policy…

North America Strategy Shift Accelerates as PepsiCo Restructures Supply Chain and Pricing Under Activist Pressure

PepsiCo is entering one of its most significant strategic resets in more than a decade, triggered by weeks of intensive engagement with activist investor Elliott Investment Management. The company’s announcement that it will review its North American supply chain, streamline product lines, and recalibrate pricing marks a turning point in how one of the world’s…

Advent’s Exit from Whirlpool India Negotiations Exposes Deep Valuation Fault Lines and Growing Market Pressures

Global private equity firm Advent International’s collapsed talks to buy a significant stake in Whirlpool of India mark one of the most consequential deal breakdowns in India’s consumer appliances sector this year. What appeared to be a near-final negotiation for a transaction worth up to $1 billion unraveled abruptly, underscoring a widening gap between global…

EU Intensifies Oversight as Meta’s AI Integration in WhatsApp Triggers Antitrust Scrutiny

The European Commission has launched a formal antitrust investigation into Meta’s integration of artificial intelligence tools within WhatsApp, opening a new front in the bloc’s escalating effort to regulate digital platforms. The probe reflects growing concerns within the EU that the rapid incorporation of AI systems into dominant communication platforms may distort competition, limit market…

China’s Export Wave of Gasoline Cars Reshapes Global Markets as Domestic EV Shift Leaves Surpluses

China’s rapid transformation into the world’s dominant electric-vehicle market has triggered an unintended global shockwave: an extraordinary surge of gasoline-powered automobile exports. As domestic consumers abandon internal-combustion models in favour of battery vehicles, Chinese automakers — both state-owned and private — are pushing millions of unsold gasoline cars into foreign markets. This strategy is driven…

Inditex’s Strong Winter Momentum Signals Strategic Shift Toward Premiumisation and Operational Efficiency

Inditex, the owner of Zara and the world’s largest fast-fashion retailer, has entered the winter season with stronger-than-expected momentum, beating forecasts and reinforcing its position as the bellwether of global apparel demand. While headline numbers highlighted double-digit sales gains, the real story lies in how and why the company has been able to outperform rivals…

Mahindra Steps Up Electrification Strategy as New Seven-Seater EV Signals Ambitious Push Into India’s Growing Electric SUV Market

Mahindra has taken a decisive step in India’s accelerating electric-mobility transition with the launch of its new seven-seater electric SUV, the XEV 9S, marking one of the company’s most aggressive moves yet in the battery-powered vehicle space. With a starting price near 2 million rupees, the new model positions Mahindra to compete more directly in…

CoinShares Reshapes US Strategy as It Withdraws Select Crypto ETFs Ahead of Nasdaq Listing

CoinShares, one of Europe’s most established digital asset investment firms, has taken a decisive strategic turn by withdrawing plans to launch multiple cryptocurrency exchange-traded funds in the United States. The move marks a significant recalibration ahead of the company’s anticipated Nasdaq listing, signalling a broader shift in how mid-sized crypto asset managers intend to compete…

Vietnam’s 5G Pivot: How Warming China Ties and U.S. Tariffs Opened the Door for Huawei and ZTE

Vietnam’s decision to award new 5G contracts to Huawei and ZTE marks a significant strategic shift shaped by trade pressures, geopolitical recalibration and domestic economic priorities. After years of hesitance toward integrating Chinese technology into sensitive digital infrastructure, Hanoi is now moving toward deeper cooperation with Chinese telecom firms. The change follows deteriorating trade conditions…