Savunma Sanayii Başkanı Haluk Görgün, Türkiye'nin NATO'yu silahlandırma isteğini ve savunma sanayisindeki dönüşümü anlattı. Türkiye, stratejik ortak olarak görülmek, teknolojik bağımsızlığını pekiştirmek ve NATO'ya daha etkin katkı sağlamak istiyor.
Goldman Sachs raised its emerging markets target, citing strong corporate earnings driven by AI. The global steel sector faces a crisis due to China's overproduction and Middle East conflict. SpaceX plans a $75 billion IPO to fund expansion in space data centers and Mars exploration.
Goldman Sachs has raised its 12-month target for the MSCI emerging markets index to 2,000 points, citing strong corporate earnings driven by AI. However, the global steel sector faces a crisis due to China's overproduction and Middle East conflict impacts.
Nel 2025, le esportazioni di vino italiano verso 13 mercati emergenti hanno superato i 400 milioni di euro (+4,3%). I produttori cercano nuovi sbocchi per compensare calo consumi e dazi, con Polonia, Rep. Ceca, Messico e Romania in testa.
Asian migrant workers in the Gulf are testing stablecoins as a backup channel for sending money home, as the Iran war heightens fears that the risk of US sanctions could disrupt remittances that millions of families and several Asian economies rely on. Remittances from these workers account for 3 per cent to 5 per cent of gross domestic product in several emerging markets – in Nepal, it is as high as 10 per cent, according to data from the Global Settlement Network. Concerns over remittance...
China's high savings rate and current account surplus are misunderstood as detrimental; instead, they finance worthwhile investments abroad, increasing China's wealth and future income, contrary to G7 and IMF views advocating for reduced savings and consumption-led growth.
Tether (USDT), the world's largest stablecoin issuer, reported $1.04 billion in net profit for Q1 2026 with record excess reserves of $8.23 billion. The company holds $141 billion in US Treasuries exposure, making it the 17th largest holder globally. Reserves also include $20 billion in physical gold and $7 billion in Bitcoin. USDT circulating supply stands at $183 billion with user base reaching 570 million, driven by demand for digital dollars in emerging markets.
The Defence Services Asia exhibition in Kuala Lumpur drew dozens of foreign defence vendors from Abu Dhabi to Pretoria, all chasing deals in one of the global arms trade's hottest emerging markets. The biennial expo highlighted urgent Asian demand for drones, with vendors reporting overwhelming interest from the region.
JPMorgan has downgraded Indian equities to neutral from overweight, warning the Nifty 50 could fall to 20,500 in a worst-case scenario—a 15% drop from current levels. The brokerage cited high valuations and Iran conflict uncertainty as key concerns, while also flagging risks to company earnings from potential energy supply disruptions. HSBC also downgraded India to underweight, its second downgrade in two months, pointing to rising inflation risks from high oil prices and the ongoing West Asia conflict impacting India's energy-dependent economy.
China has launched a bond-market-connect scheme with Brazil, marking the first such link among emerging markets. China now maintains at least five offshore capital-market connect schemes on three continents. Hong Kong serves as the primary conduit for international capital entering mainland China, with the stock connect scheme averaging 212.4 billion yuan daily turnover last year, while the bond connect reached a record 55.6 billion yuan daily turnover in March.
An analysis of the emerging global AI landscape beyond the US-China binary, arguing that middle powers including Malaysia, Singapore, European nations, Persian Gulf states, India, France, South Korea and the UK are actively shaping their own AI destinies. The author proposes Hong Kong could serve as a nexus for responsible AI governance leveraging its common law legal system as a mediation and arbitration hub for AI disputes.
