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...
LKQ is taking a major strategic step: the auto-parts giant has hired Bank of America to sell Keystone Automotive Industries, its specialty parts business, sources told Reuters. 💰 Deal Size & Valuation 🔍 Why the Sale Now? Investor pressure is building. Many want LKQ to shed non-core assets and unlock shareholder value, especially as: 🏭...
Global investors entered 2025 with a record-long yen position, expecting two major macro themes to finally align: Instead, the opposite happened — turning what looked like a consensus “sure win” into one of the costliest FX missteps of the year. 🔹 What Went Wrong? 1. The U.S. Economy Refused to Slow Down Despite tariffs and...
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”...