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India has signed a flurry of trade deals since Donald Trump’s return to the White House in an attempt to ensure that no single bilateral rupture will cause catastrophic harm. It should continue to expand its trade ties, while being wary of any bilateral agreement that curtails its freedom of action vis-à-vis third countries. NEW DELHI—Indian Prime Minister Narendra Modi’s participation in the recently concluded Shanghai Cooperation Council meeting in Kyrgyzstan was about more than regional security; he also used the forum to push for deeper trade links between member states. This is only the latest example of India’s proactive…

This article was written byFollowMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially interested in macrotrends, futurism, and increasingly, emerging technologies. However, as far as investing is…

This article was written byFollowEnvision Research, aka Lucas Ma, has over 20+ years of investment experience and holds a Masters with in Quantitative Investment and a PhD in Mechanical Engineering with a focus on renewable energy, both from Stanford University. He also has 30+ years of hands-on experience in high-tech R&D and consulting, housing sector, credit sector, and actual portfolio management.He leads the investing group Envision Early Retirement along with Sensor Unlimited where they offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios – one for…

Since the start of 2024, the hyperscale data centre industry has announced 148 gigawatts of capacity. It has 12.3 gigawatts operational. Less of a forecasting error and more of a financing decision, announced capacity is being underwritten, drawn against and levered as though it were deliverable capacity, and the distance between the two is measured in transformer lead times rather than in demand.A further 20.6 gigawatts sits in construction, so roughly a fifth of everything announced across two and a half years has steel in the ground. The rest is a press release attached to a land parcel. Eight percent…

The Bank of Canada (BoC) held at 2.25% on Wednesday for a seventh straight meeting and rewrote the one paragraph that still argues against a hike. In July, the BoC’s statement called the labour market soft and pinned the unemployment rate inside a 6.5%-7% range it had held since the end of 2024. July’s Labour Force Survey (LFS) then printed 6.4%. On Wednesday, the same paragraph called conditions improved, kept the conclusion that demand for labour is subdued and excess supply persists, and dropped the sentence judging the policy rate appropriate. Friday’s August LFS decides whether the number that broke…

The Yen has produced in two sessions what the largest intervention on record could not, and it did so without a single reported purchase. USD/JPY trades just under 156.00 after a session that ran from a high just under 159.00 to a low just under 155.50, a 3.7-Yen decline that passed through the 200-day Exponential Moving Average (EMA) near 158.00 without pausing and now sits within a few dozen pips of the 155.00 area where the joint July operation bottomed. The move has been almost linear since Wednesday’s Asian high just above 160.00, which is the signature of a repricing…

The US Mint began selling gold-coloured $1(£0.74) coins featuring President Donald Trump’s likeness. Although US regulations permit only deceased people to appear on currency, the Trump administration has said that the president may appear on a coin under a 2020 law allowing new designs to commemorate the country’s 250th anniversary.The price of the coin, when purchased online, depends on the quantity. A 25-coin roll costs $61(£45), while a 100-coin bag costs $154.50 (£114).The BBC’s Madeline Gerber visited the US Mint coin store to learn more.Video produced by Mabel Pickering

The US Dollar Index (DXY), which tracks the Greenback’s value against a basket of six major currencies, slides below 99.00 to its lowest level in over a week on Thursday. At the time of writing, DXY trades around 98.90, down 0.67% on the day, after reaching 99.86 on Wednesday.A sharp rally in the Japanese Yen (JPY) leads the Greenback’s decline. USD/JPY falls for the second consecutive day, down around 2% at the time of writing and trading near 155.45, its lowest level in a month and close to the post-July coordinated intervention low of 155.24. The Yen’s quick move has…

Key PointsCiena (NYSE: CIEN) stock tumbled 9.5% through 1:30 p.m. ET Thursday despite beating on earnings this morning.Heading into the company’s fiscal Q3 2026 report, analysts forecast Ciena would earn $1.72 per share (non-GAAP) on $1.63 billion in sales. In fact, Ciena earned $2.11 per share on $1.67 billion in sales. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »So why aren’t investors…

Sridhar Ramaswamy, CEO of Snowflake, poses in front of the company signage outside of the New York Stock Exchange on Sept. 30, 2025.NYSESnowflake shares rose 22% in extended trading on Wednesday after the data analytics software maker reported results and guidance that surpassed expectations.Here’s how the company performed relative to LSEG consensus:Earnings per share: 62 cents adjusted vs. 45 cents expectedRevenue: $1.55 billion vs. $1.48 billion expectedSnowflake’s revenue jumped 35% year over year in the fiscal second quarter, which ended on July 31, according to a statement. The company recorded a net loss of $191.7 million, or 55 cents per…