BlackRock has rejigged its Asia-focused portfolios to have more neutral positions on China, up from underweight, and narrowed its underweight call on internet services companies.
If there is any country trusted by both sides in Gaza, it is India. While some Arab and Muslim countries are mistrusted by Israel, any Western influence is doubted by Palestinians.
In 2024-25, India exported $387.54 bn worth of services, against imports of $198.14 bn, earning all-time high surplus of $189.40 bn. This offset 2/3rd of goods trade deficit.
This world is being restructured and redrawn by one man, and what’s his power? It’s not his formidable military. It’s trade. With China, it turned on him.
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