India’s investment appeal dims as firms and funds pivot to the U.S.

Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India“ — your one-stop destination for stories and developments from the world’s fastest-growing large economy. As global capital races toward America on AI boom and industrial revival, India’s once-compelling investment story is facing uncomfortable questions. This week, I unpack how…

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Treasury yields, Nikkei 225, Kospi

Bird’s-eye view of central Tokyo including Tokyo Tower at sunrise hours. Vladimir Zakharov | Moment | Getty Images Asia-Pacific markets were poised to open mixed Wednesday as investors weighed elevated bond yields and renewed geopolitical tensions after U.S. President Donald Trump said he was “an hour away” from deciding whether to attack Iran on Tuesday…

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How the Iran war is raising costs for AI chip companies

The AI rally continued this earnings season. But companies building the underlying hardware powering the boom warned that the Iran war is putting pressure on their supply chains and profitability. A spiraling conflict in the Middle East has seen oil prices skyrocket and supply chains crucial to the tech sector hamstrung. Shortages of key chipmaking…

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asx, sensex, nikkei, kospi, hang seng, csi 300

Pedestrians stand in front of an electronic quotation board displaying the Nikkei Stock Average on the Tokyo Stock Exchange along a street in Tokyo on March 23, 2026. Kazuhiro Nogi | Afp | Getty Images Asia-Pacific markets opened broadly higher Tuesday as oil prices, while elevated, eased slightly following news that President Donald Trump was postponing a…

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