SUPPLY RISKS
Bitcoin hits 2-month low on election uncertainty, Mt Gox flows The world's biggest cryptocurrency has been under pressure in recent months, its slide accelerating this week after the first debate between U.S. presidential candidates Joe Biden and Donald Trump raised the spectre of Biden being replaced as a cand...
04 Jul, 2024, 02.15 PM ISTNot politics, not interest rates: India's surging economy at risk from water India is facing a growing water crisis, with the country's growing water stress potentially impacting its growth. The country's growing water stress could affect agricultural production and industrial operations, leading to food inflation and declin...
04 Jul, 2024, 10.09 AM ISTOil prices edge higher as supply risks mount Oil prices responded to geopolitical tensions and supply disruptions, with concerns over fuel demand dynamics. The market saw gains in Brent and WTI futures amidst heightened uncertainties, while attention remained on the impact of geopolitical conf...
28 Jun, 2024, 07.30 AM IST- ADVERTISEMENT
US, Japan, South Korea vow strategic cooperation to boost security, economies Commerce and trade ministers from the U.S., Japan, and South Korea agreed to cooperate on AI safety, export controls, clean energy, and semiconductor supply chains. U.S. Commerce Secretary Gina Raimondo emphasized the importance of collaboration for...
27 Jun, 2024, 06.44 AM ISTOil up on firming demand, Mideast tensions underpin risk premium Oil prices rose on Tuesday due to a stronger demand outlook and investor confidence in OPEC+ producers. Global benchmark Brent crude futures and U.S. West Texas Intermediate crude futures were up, closing at their highest since April.
18 Jun, 2024, 08.04 AM ISTCredit growth in India healthy; deflation risks persist in China: Chetan Ahya But the challenge we feel is that the structural issue of slowdown in demand because of property sector is still exerting deflationary pressures and in that environment as they are trying to support real growth with more manufacturing investments, ...
13 Jun, 2024, 03.35 PM ISTIs the world running out of water supplies? These cities have acute drinking water crises. The water crisis is being caused due to outdated supply infrastructure and mismanagement. Solutions are needed that leverage technology.
06 Jun, 2024, 10.46 PM ISTSAP aims to double embedded AI use cases to 100 by year-end: SAP CEO Klein was speaking at SAP’s annual conference Sapphire, where the company unveiled generative AI innovations and partnerships. Klein was speaking at SAP’s annual conference Sapphire, where the company unveiled generative AI innovations and partnersh...
05 Jun, 2024, 01.31 PM ISTTSMC says it has discussed moving fabs out of Taiwan, but such a move impossible TSMC, a Taiwanese chipmaker, discussed moving its fabrication plants off the island amid tensions with China, but deemed it impossible due to 80-90% production capacity in Taiwan.
04 Jun, 2024, 12.14 PM ISTPill for China plus one Indian pharma CEOs met senior officials in FDA and other key agencies to start a conversation. Even if a little late, given the looming presidential election, the proposal deserves attention. The basic idea is to capitalise on India's expertise and ...
02 Jun, 2024, 11.08 PM ISTStrong demand tailwinds are for all the players: 5 small and midcap real-estate stocks with upside potential of up to 34% Four years ago, the real estate industry was defined by excess inventory, over leveraged balance sheets and weak demand. Today, a housing project getting launched is getting sold within a few days. The average prices on a per square ft basis have in...
22 May, 2024, 01.14 PM ISTStaying with stronger ones is always better option: 5 Midcap stocks from different sectors with upside potential of upto 42% In its lifetime every midcap company sees some headwinds. There are many examples from history which show the difference between the companies which have been able to survive and grow even after all the trouble is that of the parent company. A compa...
21 May, 2024, 05.08 PM ISTInternational Energy Agency warns of key energy mineral shortage risk The International Energy Agency (IEA) has reported a sharp drop in prices for minerals essential for the green energy transition, indicating a shortage due to inadequate investment. The agency noted that prices for minerals key for electric vehicles...
17 May, 2024, 10.56 AM ISTMake farmers better informed about risk Then it's expected to trend down sharply because of the high base during last year's scattered and inadequate monsoon. Dependence of retail inflation on the weather is becoming more volatile with the rising frequency of extreme events. Supply respon...
14 May, 2024, 11.03 PM ISTHalf of all copper mining is at drought risk with climate change Copper has rallied in recent months to surpass $10,000 a metric ton, fueled by bets on looming shortages as mines struggle to meet rising demand from electric vehicles, grid infrastructure and data centers.
02 May, 2024, 09.38 AM ISTMorgan Stanley lifts Q3 Brent crude oil forecast to $94 on geopolitical risk Morgan Stanley has raised its Brent crude oil price forecast for the third quarter of this year by $4 per barrel to $94, citing geopolitical risks.
09 Apr, 2024, 03.14 PM ISTBofA hikes 2024 oil forecasts on tighter supply, geopolitical risks Bank of America (BofA) Global Research has raised its 2024 Brent and WTI oil price forecasts, citing escalating geopolitical tensions and the OPEC+ producer group maintaining supply curbs.
03 Apr, 2024, 04.27 PM ISTOil gains as market buffeted by supply worries Brent futures for June delivery rose 20 cents, or 0.22%, to $89.12 per barrel, while U.S. West Texas Intermediate (WTI) crude futures for May climbed 17 cents, or about 0.2%, to $85.32 a barrel, at 0015 GMT.
03 Apr, 2024, 08.11 AM ISTOil prices rise on tighter supply, geopolitical risks Brent crude oil futures for May delivery inched up 3 cents to USD 85.37 a barrel by 0045 GMT. The April contract for U.S. West Texas Intermediate (WTI) crude was up 10 cents to USD 81.14.
18 Mar, 2024, 09.25 PM ISTOil prices rise on tighter supply, geopolitical risks Brent crude oil futures for May delivery inched up 3 cents to $85.37 a barrel by 0045 GMT. The April contract for U.S. West Texas Intermediate (WTI) crude was up 10 cents to $81.14.
18 Mar, 2024, 08.00 AM IST