A major shift is brewing in global investing. Norway’s sovereign wealth fund — the world’s largest (US$2.1T) — may soon lift its long-standing ban on defence companies, signalling a dramatic rethink as geopolitical risks escalate. 🔹 Why now? • The Ukraine war• U.S. uncertainty over Europe’s defence commitments• Defence spending surging across NATO• Hard questions...
A major shift is brewing in global investing. Norway’s sovereign wealth fund — the world’s largest (US$2.1T) — may soon lift its long-standing ban on defence companies, signalling a dramatic rethink as geopolitical risks escalate. 🔹 Why now? • The Ukraine war• U.S. uncertainty over Europe’s defence commitments• Defence spending surging across NATO• Hard questions...
A major proposal from the London Stock Exchange Group (LSEG) and over 100 top UK business leaders has hit strong resistance from pension funds — highlighting a critical debate about growth, risk, and the future of UK investing. 🔍 What Was Proposed? Business leaders urged the government to mandate that UK defined-contribution pension “default funds”...
South Korean companies — including Samsung Electronics, Vietnam’s largest foreign investor — are expressing concern over the Vietnamese government’s proposed reforms to high-tech sector incentives, warning that the changes could increase costs and discourage new investment. The issue arises as Vietnam faces growing trade pressure from the U.S., its biggest export market. Washington has already...
India’s mutual fund industry is making a decisive shift — and the message is clear: clarity on interest rates is still missing, so investors are parking capital where risk is lowest. 🔹 1. Ultra-short debt becomes the safe harbour Despite inflation hitting record lows, markets are not pricing in an RBI rate cut ahead of...
Toyota Motor Corp. has officially begun production at its $13.9 billion battery plant in North Carolina, marking a major milestone in its U.S. electrification strategy. The Japanese automaker also confirmed plans to invest up to $10 billion over the next five years to expand its American manufacturing footprint — part of a broader effort to...