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Thursday, November 20, 2025 News Archive

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Chinese AI-Chip Crackdown: Foreign Chips Banned in State Data Centres

Chinese AI-Chip Crackdown: Foreign Chips Banned in State Data Centres
China has banned foreign AI chips from state-funded data-centre projects, according to sources. New guidance requires that state-supported data centres use only domestically manufactured AI chips. Projects less than 30% complete must eliminate foreign chip use, while more advanced ones will be evaluated case by case. 
The move is part of Beijing’s broader push for technological self-reliance, and is expected to impact global players like Nvidia and AMD.
Companies:
  • Nvidia
  • AMD
  • Huawei
  • Moore Threads
Tags:
  • ai
  • semiconductor
Related:
AI-hardware spending boost lifts semiconductor stocks amid U.S. and Taiwan trade reopening hope
Reuters• By
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positive

Google DeepMind Launches AI Research Lab in Singapore

Google DeepMind Launches AI Research Lab in Singapore
Google DeepMind has opened a new artificial intelligence research lab in Singapore, reinforcing the city-state’s role as a hub for advanced technology in the Asia-Pacific. The lab will collaborate with local institutions to develop AI science, nurture talent, and build applications with regional relevance. 
DeepMind’s expansion underlines its strategy to decentralize research and leverage Singapore’s tech ecosystem to drive global AI innovation. 
Companies:
  • Google
  • DeepMind
Tags:
  • ai
  • startups
Related:
GPT-5 and DeepMind Gemini: New Milestones Toward AGI
Timesofindia• By
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negative

FIIs Offload ₹13,925 Cr from Indian Equities Amid Global Rotation

FIIs Offload ₹13,925 Cr from Indian Equities Amid Global Rotation
Foreign Institutional Investors (FIIs) have trimmed ₹13,925 crore from Indian equities in the first half of November, according to exchange data. Analysts attribute this heavy selling to a rotation toward AI-heavy global markets and concerns around valuation risks in India. 
Despite the outflows, FIIs remain active in IPOs, signaling a bifurcated investment approach. Market strategists warn that sustained secondary-market pressure could be a headwind if global liquidity conditions worsen. 
Tags:
  • markets
  • india
Related:
FIIs withdraw ₹1.52 lakh crore from Indian equities as AI‑crowd lags and bubble fears rise
Economic Times• By
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positive-urgent

Over 500 Economists Urge G20 to Create Global Inequality Panel

Over 500 Economists Urge G20 to Create Global Inequality Panel
More than 500 economists - including Nobel Laureates and former policymakers - have called on G20 leaders to set up an “International Panel on Inequality” modeled on the IPCC. Their open letter argues that rising concentration of wealth threatens democracy, economic stability, and social trust. The panel would monitor global wealth trends, assess policies, and suggest reforms. 
This comes just ahead of the G20 Leaders’ Summit in Johannesburg, where inequality is a key priority. 
Tags:
  • global
  • inequality
Related:
G20 members evaluate coordinated trade-support plan as supply-chain risks escalate
Economic Times• By
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neutral

Gallard Steel IPO Opens; Small-Cap Manufacturing Issue Gains Traction

Gallard Steel IPO Opens; Small-Cap Manufacturing Issue Gains Traction
Gallard Steel’s IPO opened this week with a modest issue size aimed at funding manufacturing expansion and working-capital needs. Initial grey-market checks and broker notes show steady interest from retail and HNI investors in the small-cap manufacturing segment. 
The company plans to deploy proceeds to scale capacity for specialty steel products amid higher domestic engineering demand. Analysts caution that investor appetite will hinge on price-band finalisation and listed comparables in the mid-cap segment.
Companies:
  • Gallard Steel
Tags:
  • ipo
  • india
Related:
VVDN Technologies plans IPO after $1 billion revenue milestone
M• By
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caution

WEF Warns of Potential Bubbles in AI, Crypto and Sovereign Debt

WEF Warns of Potential Bubbles in AI, Crypto and Sovereign Debt
World Economic Forum President Børge Brende has cautioned that financial markets may be heading into three speculative bubbles: AI, cryptocurrency, and sovereign debt. Speaking from São Paulo, he pointed to stretched valuations in tech stocks and warning signs in government borrowing. He also highlighted the risk of productivity-displacing AI, which could reshape labor markets and socio-economic structures. 
His remarks underscore growing concern about stability risks in a rapidly digitizing yet leveraged global economy.
Tags:
  • global
  • economy
Related:
WEF flags three major bubbles: crypto, AI and sovereign debt risks
Reuters• By
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neutral-positive

EU Digital-Regulation Package Aims to Cut Red Tape, Boost Innovation

EU Digital-Regulation Package Aims to Cut Red Tape, Boost Innovation
The European Commission’s newly launched “Digital Omnibus” package proposes a major overhaul of the EU’s digital framework, including delaying AI Act enforcement, simplifying cookie consent, and easing GDPR rules. Proponents argue it will help European tech firms compete globally and streamline compliance for smaller businesses. 
The proposal is backed by Germany and faces a contentious debate in the European Parliament, with critics warning that it could weaken fundamental privacy protections. 
Companies:
  • Meta
  • Google
  • SAP
Tags:
  • global
  • regulation
Related:
India’s Ministry of Corporate Affairs backs ex‑ante regulation of Big Tech in digital markets
Lemonde• By
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positive

FPIs Pump ₹7,833 Cr into Indian IPOs Amid Secondary-Market Outflows

FPIs Pump ₹7,833 Cr into Indian IPOs Amid Secondary-Market Outflows
Foreign Portfolio Investors (FPIs) have invested ₹7,833 crore into Indian IPOs so far this month, offsetting intense selling in the secondary markets, according to market data. Despite outflows worth ₹13,925 crore over November 1–14, analysts say FPIs are showing strong appetite for primary issuances. 
This trend suggests that while some institutional players are reducing equity exposure, they remain bullish on India’s new-issue pipeline. (Livemint)
Tags:
  • markets
  • ipo
Related:
Indian equity IPOs lose steam: 80 listings raised $14 bn so far, investors becoming selective
Live Mint• By
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negative

Digital Omnibus Seen as Threat to Core Digital Rights, Says LibertiesEU

Digital Omnibus Seen as Threat to Core Digital Rights, Says LibertiesEU
Digital-rights group LibertiesEU has slammed the European Commission’s “Digital Omnibus” proposal as a serious threat to fundamental protections. The group argues that delaying high-risk AI rules and loosening GDPR enforcement represents a rollback of critical rights, particularly for biometric and algorithmic systems. 
The reform, they say, disproportionately benefits Big Tech and undermines EU leadership in digital regulation. Civil society is calling for more accountability and safeguards in how the omnibus is negotiated. 
Companies:
  • Google
  • Meta
  • OpenAI
Tags:
  • global
  • ai
Related:
India’s Ministry of Corporate Affairs backs ex‑ante regulation of Big Tech in digital marketsXi Proposes Global AI Cooperation Organisation at APECIndia’s digital-economy exposure flagged as U.S. platform shutdown risk looms
Liberties• By
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neutral

FOMC Meeting Minutes, US Economic Data Key Triggers for Indian Equities

FOMC Meeting Minutes, US Economic Data Key Triggers for Indian Equities
Markets in India are closely watching the FOMC meeting minutes and U.S. economic data, which could shape global liquidity dynamics. According to analysts, minutes from the recent Fed meeting could offer clues on future interest-rate policy. 
Meanwhile, U.S. inflation and employment releases are expected to influence investor risk appetite, AI-linked flows, and emerging-market sentiment. These global cues may drive volatility in Indian equities, especially for growth and tech sectors, over coming days.
Tags:
  • economy
  • global
Related:
Markets price in Fed rate cut after U.S. yields slip below 3.96%
Live Mint• By
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positive

Kashi Samvaad 2025 to Focus on Inclusive Growth in Uttar Pradesh

Kashi Samvaad 2025 to Focus on Inclusive Growth in Uttar Pradesh
The first Kashi Samvaad summit (21-22 Nov) was announced from Varanasi, aiming to drive social and economic development in Uttar Pradesh via four pillars: youth, women, farmers, and the underprivileged. 
Organized by CII and Banaras Hindu University, the summit will highlight digital inclusion, green jobs, agritech, and education-to-employability transformations. Officials say the event will build local innovation ecosystems while aligning with India's ambition to become a ‘Viksit Bharat’ by 2047.
Tags:
  • india
  • policy
Related:
Earth Summit 2025 Launches in Hyderabad to Push Rural Innovation
Timesofindia• By
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neutral

Europe Delays Key AI Act Enforcement to 2027

Europe Delays Key AI Act Enforcement to 2027
The European Commission is proposing to delay major provisions of its 2024 AI Act - particularly those governing “high-risk” AI uses - until December 2027. The postponement is part of a broader regulatory simplification strategy aimed at easing compliance burdens for companies. 
Critics argue it weakens the bloc’s landmark AI law, while supporters say this approach balances innovation with regulation.
Companies:
  • DeepMind
  • OpenAI
  • Microsoft
Tags:
  • ai
  • eu
Related:
Microsoft launches AI Cloud Nexus to unify enterprise data and model deployment
The Verge• By
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neutral-critical

European Commission Proposes Big Rollback of GDPR and AI Rules

European Commission Proposes Big Rollback of GDPR and AI Rules
The European Commission introduced a digital regulation simplification plan that would relax parts of GDPR and delay enforcement of some high-risk AI rules until 2027. 
The proposal enables AI firms to use pseudonymized personal data more freely and simplifies cookie consent - reducing compliance burdens. While proponents argue it will boost Europe’s competitiveness in tech, privacy advocates warn it weakens citizens' digital rights.
Companies:
  • Meta
  • Google
  • OpenAI
Tags:
  • global
  • ai
Related:
India’s Ministry of Corporate Affairs backs ex‑ante regulation of Big Tech in digital markets
Lemonde• By
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neutral

Tech Sector Faces Reset Amid AI Valuation Concerns as Nvidia Report Looms

Tech Sector Faces Reset Amid AI Valuation Concerns as Nvidia Report Looms
A stock-market reset is underway in the technology sector, with investors trimming positions ahead of Nvidia’s upcoming earnings. Top tech names, heavily exposed to AI, have lost momentum after a strong run - highlighting concerns around valuation sustainability and profit delivery. 
According to strategists, this could mark a shift from speculative exuberance to a more disciplined build-out phase, where only capital-efficient AI players survive. The larger test lies in Nvidia’s guidance: will it support continued capex or trigger broader profit-taking?
Companies:
  • Nvidia
  • Microsoft
  • Alphabet
Tags:
  • tech
  • ai
Related:
Global Funds Express Caution Over AI Investment Amid Market Saturation
Live Mint• By
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neutral

Bloomberg New Economy Forum Kicks Off in Singapore With Trade, AI Focus

Bloomberg New Economy Forum Kicks Off in Singapore With Trade, AI Focus
The seventh Bloomberg New Economy Forum has begun in Singapore (Nov 19–21), bringing together world leaders, ministers and CEOs to debate trade, technology, capital flows and growth. Under the theme “Thriving in an Age of Extremes,” the forum will feature sessions on de-dollarisation, AI’s role in supply-chain resilience, and global investment shifts. 
Key participants include Singapore’s Deputy PM Gan Kim Yong, former US Commerce Secretary Gina Raimondo, and former ECB head Mario Draghi, signaling strong cross-border policy engagement.
Tags:
  • global
  • trade
Related:
World Economic Forum chief flags three possible market bubbles: AI, crypto, sovereign debt
Bloombergneweconomy• By
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caution

WEF Warns of Three Potential Bubbles: AI, Crypto & Sovereign Debt

WEF Warns of Three Potential Bubbles: AI, Crypto & Sovereign Debt
World Economic Forum President Børge Brende has cautioned that global markets may be entering speculative bubbles in three areas: AI, crypto, and sovereign debt. Speaking from São Paulo, he highlighted that government debt is at post-war highs, technology valuations remain lofty, and digital asset markets are showing signs of froth. 
Brende called for stronger global coordination and risk monitoring to prevent market instability and a possible crash that could ripple across economies.
Tags:
  • global
  • risk
Related:
Emerging-market sovereign debt gains momentum with spread tightening in Q3
Reuters• By
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caution

Big Tech Firms Borrow $100B+ in Debt to Fuel AI Push

Big Tech Firms Borrow $100B+ in Debt to Fuel AI Push
Major technology companies like Alphabet, Amazon, Meta, Microsoft and Oracle have issued over $100 billion in bonds this year to fund massive AI investments, according to analysts. The surge in debt issuance comes amid loose borrowing conditions, but raises red flags - some strategists warn that financing AI capex through debt, not free cash flow, could increase corporate risk if markets correct. 
HSBC and Capital Economics among others are cautioning that this could create a bubble in the tech-credit space. (Business Insider)
Companies:
  • Alphabet
  • Amazon
  • Meta
  • Microsoft
  • Oracle
Tags:
  • tech
  • debt
Related:
Asia’s tech‑stock rally hits turbulence amid AI valuation concerns
Businessinsider• By
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negative

EU Faces Backlash Over Proposed Delay to AI Act Enforcement

EU Faces Backlash Over Proposed Delay to AI Act Enforcement
Privacy campaigners and civil rights groups have strongly criticised the European Commission’s proposal to postpone enforcement of several parts of the EU AI Act, particularly for high-risk systems. 
Critics argue the delay undermines fundamental rights protections, including the proper use of personal data. Meanwhile, business lobbies and tech firms welcome the move as it eases regulatory burden. The plan, which reflects mounting pressure from U.S. tech giants, could reshape how generative AI evolves in Europe.
Companies:
  • Google
  • OpenAI
  • Meta
Tags:
  • ai
  • europe
Related:
Germany's Merz Says Europe Still Far Too Dependent on Software From US
The Guardian• By
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positive

Indian IT Stocks Rally on Trade-Deal Buzz and Fed Rate Cut Hopes

Indian IT Stocks Rally on Trade-Deal Buzz and Fed Rate Cut Hopes
Indian technology heavyweight names like TCS, Tech Mahindra and Infosys rallied as markets reacted to two supportive themes: positive U.S.-India trade negotiations and growing bets on the Federal Reserve cutting rates. The twin triggers have revived risk-on sentiment among global and domestic investors. 
Market strategists believe that even a partial trade agreement could unlock new business opportunities for Indian IT firms. If the Fed eases, it could further boost earnings growth given their U.S.-centric revenues and help re-rate their valuations.
Companies:
  • TCS
  • Tech Mahindra
  • Infosys
Tags:
  • stocks
  • india
Related:
Indian Textile Stocks Rally on UK Trade Expansion Hopes
Indiatoday• By
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positive-cautious

UBS Sees India as Third-Largest Economy by 2028 Despite Valuation Risks

UBS Sees India as Third-Largest Economy by 2028 Despite Valuation Risks
UBS projects India’s economy will become the world’s third-largest by 2028, buoyed by steady household consumption growth of ~7.9% CAGR. The bank expects real GDP to grow at ~6.4% in FY 27 and remain strong through FY 30. 
However, UBS warns that high equity valuations pose a risk. It rates Indian equities as “Overweight”, but cautions that they trade at a 48% premium versus emerging markets on forward P/E, pointing to possible corrections if macro conditions sour. 
Companies:
  • UBS
Tags:
  • economy
  • india
Related:
India retains FY26 GDP growth at 6.6%; plans fiscal support to offset trade risks
Bmsmoney• By
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negative

Australian Homeowners Worry About ‘Fictitious Wealth’ as Markets Slump

Australian Homeowners Worry About ‘Fictitious Wealth’ as Markets Slump
Economists are warning Australian homeowners that a drop in global equity markets, especially US tech names like Nvidia, could erase phantom gains in property wealth. Despite surging house prices in 2024-25, some argue this ‘wealth’ inflation isn’t backed by real economic growth. 
The concern is amplified by China’s shaky property sector and weak productivity. If equity markets suffer further, household balance sheets could come under stress, raising questions about the sustainability of asset-backed consumption.
Tags:
  • economy
  • global
Related:
China Asks Brokers to Pause Real-World Asset Tokenization in Hong Kong
News• By
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positive

Earth Summit 2025 Launches in Hyderabad to Push Rural Innovation

Earth Summit 2025 Launches in Hyderabad to Push Rural Innovation
The National Bank for Agriculture and Rural Development (NABARD), in collaboration with IAMAI, has kicked off the Earth Summit 2025-26 in Hyderabad on November 20. The conference brings together innovators, policymakers and startups to accelerate rural development through finance, climate actions, ag-tech and digital public infrastructure. 
 The summit will host panel discussions, hackathons, investor-founder meetups and masterclasses. With over 10,000 delegates and 500+ speakers expected, NABARD emphasises its vision to transform rural India into an innovation-led growth engine.
Tags:
  • global
  • india
Related:
U.S. Officials to Boycott G20 Summit, Trump Withdraws DelegationIndia–US trade deal expected by November end as manufacturing push gains pace
Timesofindia• By
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neutral-critical

Top Economists Urge Global Inequality Panel Ahead of G20 Summit

Top Economists Urge Global Inequality Panel Ahead of G20 Summit
Hundreds of top economists, including ex-Treasury Secretary Janet Yellen, have called for the creation of an independent global panel on income and wealth inequality. The proposed body would function like the IPCC - diagnosing causes of extreme wealth concentration and recommending policy action. 
Their appeal comes ahead of the 2025 G20 Summit in Johannesburg, where inequality is a key agenda item. The economists warn that unchecked wealth gaps threaten democracy, economic stability and social cohesion.
Tags:
  • global
  • economy
Related:
U.S. Officials to Boycott G20 Summit, Trump Withdraws Delegation
Apnews• By
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neutral

SBI to Sell 6.3% Stake in SBI Funds via IPO

SBI to Sell 6.3% Stake in SBI Funds via IPO
State Bank of India (SBI) is planning to offload a 6.3% stake in its asset management arm, SBI Funds Management, through a proposed IPO. The JV issuer, co-owned by SBI and Amundi, manages about ₹120 billion in AUM. SBI’s plan follows an earlier listing attempt in 2021. 
The IPO is likely to be executed in 2026 once regulatory and valuation processes are finalised, according to people close to the matter. 
Companies:
  • SBI Funds Management
  • SBI
Tags:
  • ipo
  • asset_management
Related:
ICICI Prudential AMC to Raise ₹10,000 Cr via October IPO
Reuters• By
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positive

Clean Max & NephroPlus to Raise ₹5,553 Cr in Dual IPOs

Clean Max & NephroPlus to Raise ₹5,553 Cr in Dual IPOs
Clean Max Enviro Energy Solutions and Nephrocare Health Services (NephroPlus) have both received SEBI’s go-ahead for their IPOs, together targeting a fund raise of ₹5,553 crore. Clean Max aims to mobilise ₹1,500 crore via fresh equity and offload ₹3,700 crore via OFS, while NephroPlus plans a fresh issue of ₹353.4 crore. 
The dual listing roadshow marks a rare pairing of a renewable energy and healthcare company tapping public markets simultaneously.
Companies:
  • Clean Max Enviro Energy Solutions
  • Nephrocare Health Services
Tags:
  • ipo
  • renewables
Related:
CleanMax Enviro Energy gains SEBI clearance for ₹5,200 crore IPO to fuel expansion and debt reduction
Economic Times• By
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positive

NephroPlus IPO Gets SEBI Nod to Raise ₹353.4 Crore

NephroPlus IPO Gets SEBI Nod to Raise ₹353.4 Crore
Securities and Exchange Board of India (SEBI) has approved an IPO for Nephrocare Health Services, which runs the NephroPlus dialysis network. The IPO comprises a fresh issue of ₹353.4 crore plus an offer-for-sale (OFS) of 1.27 crore shares by existing shareholders. 
NephroPlus plans to use proceeds to expand its dialysis clinics domestically as well as to repay debt. The Hyderabad-based firm operates over 500 centres globally across India, Nepal, Philippines, and Uzbekistan. 
Companies:
  • Nephrocare Health Services
Tags:
  • ipo
  • healthcare
Related:
Logistics startup Shadowfax secures SEBI approval for ₹2,500 crore IPO
Economic Times• By
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positive

Sudeep Pharma IPO Sees 16% GMP Jump as Grey Market Prices Surge

Sudeep Pharma IPO Sees 16% GMP Jump as Grey Market Prices Surge
Ahead of its IPO opening on 21 November, Sudeep Pharma is commanding a ~16% grey-market premium (GMP), indicating strong demand. The GMP surge suggests a likely listing price of around ₹688 per share-approximately ₹95 above the upper price band of ₹593. 
This reflects investor confidence in the company’s growth story, underpinned by its global excipient business and manufacturing capabilities.
Companies:
  • Sudeep Pharma
Tags:
  • ipo
  • india
Related:
Aptus Pharma IPO Sees 4x Subscription Ahead of Listing
Economic Times• By
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neutral

Sudeep Pharma IPO Price Band Set at ₹563-₹593

Sudeep Pharma IPO Price Band Set at ₹563-₹593
Sudeep Pharma has fixed its IPO price band at ₹563–₹593 per share. The company plans to raise around ₹895 crore via this public offer, including a fresh issue of ₹95 crore, with anchor subscriptions opening today (20 Nov) and the IPO start tomorrow. 
Existing promoters will also sell shares via an offer for sale (OFS).
Companies:
  • Sudeep Pharma
Tags:
  • ipo
  • india
Related:
Aptus Pharma IPO Sees 4x Subscription Ahead of Listing
M• By
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neutral-positive

InCred Holdings files confidential IPO with SEBI, eyes ₹3,000-4,000 cr raise

InCred Holdings files confidential IPO with SEBI, eyes ₹3,000-4,000 cr raise
InCred Holdings, parent of NBFC InCred Financial Services, has submitted draft IPO documents to SEBI confidentially. The firm is targeting a raise of ₹3,000-4,000 crore, according to people familiar with the matter. 
This move comes amid a surge in India’s primary market, where several new-age firms are tapping public markets. InCred’s IPO could support its growth and capital base as it scales lending operations and strengthens its service offering.
Companies:
  • InCred Holdings
Tags:
  • ipo
  • economy
Related:
India’s InCred Holdings files draft IPO prospectus
Timesofindia• By
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neutral-positive

NABARD-IAMAI Earth Summit to Highlight Rural Innovation Models

NABARD-IAMAI Earth Summit to Highlight Rural Innovation Models
The NABARD-IAMAI Earth Summit 2025-26, kicking off in Hyderabad on November 20–21, aims to spotlight rural innovation across agriculture, fintech, and climate sectors. Stakeholders include farmer collectives, women entrepreneurs, agri-startups and community-led innovators. 
The summit will feature hackathons, investor-startup sessions, and policy dialogues. According to NABARD Chairman Shaji K.V., it is “a platform to turn rural potential into transformational global change.”
Tags:
  • startups
  • india
Related:
India’s women-led AI startups raise US$26.4 billion, but gender gap remains
Indianpsu• By
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negative

U.S. Officials to Boycott G20 Summit, Trump Withdraws Delegation

U.S. Officials to Boycott G20 Summit, Trump Withdraws Delegation
President Donald Trump announced that no U.S. government officials will attend the 2025 G20 Summit in South Africa, citing alleged human rights abuses against Afrikaners. This marks a full diplomatic boycott, with prior plans for Vice President J.D. Vance scrapped. 
South African President Cyril Ramaphosa strongly denied the accusations. The absence of U.S. officials casts uncertainty on major economic negotiations and may reduce the weight of Western engagement at the summit.
Tags:
  • global
  • g20
Related:
Live: Trump and Xi meet in South Korea on trade
Politico• By
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neutral-critical

G20 Taskforce Urges New Global Panel to Tackle Inequality

G20 Taskforce Urges New Global Panel to Tackle Inequality
A G20 expert taskforce led by Nobel laureate Joseph Stiglitz has called for a dedicated international panel on economic inequality. Modeled after the IPCC, the panel would examine wealth gaps and policy solutions and present findings to heads of state. 
The taskforce warns that the richest 1% captured 41% of new wealth since 2000, while the poorest 50% saw minimal gains. It argues that unchecked inequality undermines both democracy and economic stability.
Tags:
  • global
  • economy
Related:
WTTC report: smarter border management could unlock US$401 billion and 14 million jobs
Reuters• By
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neutral

G20 2025 Summit in Johannesburg to Shape Global Economic Architecture

G20 2025 Summit in Johannesburg to Shape Global Economic Architecture
The 2025 G20 Leaders’ Summit will be held in Johannesburg, South Africa, on November 22–23 - the first time the event takes place on the African continent. Under the presidency of South Africa, the theme is “Solidarity, Equality, Sustainability.” 
Discussions will cover inclusive growth, climate finance, AI governance, and debt reform. EU President António Costa plans to attend, signaling European engagement in development, global trade, and financing reforms.
Tags:
  • global
  • economy
Related:
G20 watchdog warns of potential market crash amid asset price surge
G20• By
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neutral-positive

Modi govt to pitch ‘Telangana Rising – Vision 2047’ at Global Summit

Modi govt to pitch ‘Telangana Rising – Vision 2047’ at Global Summit
Telangana’s deputy CM Mallu Bhatti Vikramarka confirmed that the December 8–9 Global Summit at Bharat Future City will spotlight the “Telangana Rising – Vision 2047” document. The two-day event will invite global investors, industrialists, and diplomats to explore the state’s long-term infrastructure, manufacturing, and sustainability goals. 
 The session aims to align Telangana’s three-trillion-dollar vision with future-ready urban projects, spatial planning, and inclusive growth, positioning the state as a global investment hub.
Companies:
  • CREDAI
  • ASSOCHAM
Tags:
  • global
  • india
Related:
Google’s AI investment in AP sparks spat between states
Newindianexpress• By
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positive

India approves ₹450.6B export-support package amid U.S. tariff squeeze

India approves ₹450.6B export-support package amid U.S. tariff squeeze
India’s Union Cabinet sanctioned a ₹450.6 billion (US$5.1B) aid package to support exporters hit by recent U.S. tariffs. The plan includes ₹200 billion in credit guarantees for collateral-free loans and ₹250.6 billion over six years for trade finance and promotion. 
 Labor-intensive sectors like textiles, jewellery, and leather are expected to benefit the most, as the government aims to help them navigate higher U.S. duties and access new markets.
Tags:
  • economy
  • india
Related:
India Allocates Additional Funds to Strengthen Exporters’ Credit Guarantees for FY26
Reuters• By
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neutral

Stablecoin rules and global fragmentation: what GENIUS Act means for cross-border payments

Stablecoin rules and global fragmentation: what GENIUS Act means for cross-border payments
With the GENIUS Act setting a U.S. standard for payment stablecoins - requiring transparent reserves, audits and strong custody - industry players see clearer compliance paths for domestic issuance. However, policy experts warn that divergent rules across jurisdictions could complicate cross-border use cases and interoperability. Payments teams and global wallets will need to adapt technical rails and legal wrappers to satisfy varying onshore rules. 
Central banks and standard-setting bodies are expected to accelerate talks on mutual recognition and supervisory cooperation.
Tags:
  • crypto
  • payments
Related:
Kyrgyzstan launches national stablecoin alongside CBDC pilot
Weforum• By
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neutral

Markets digest SoftBank’s reallocation as investors reassess AI winners

Markets digest SoftBank’s reallocation as investors reassess AI winners
Market participants are parsing the broader implications of SoftBank’s documented reduction in Nvidia exposure, with analysts saying the sale underscores a rotation from concentrated hardware winners to platform and services investments in AI. 
The reallocation has prompted some profit-taking in chip and hardware suppliers and lifted interest in platform-oriented AI plays. Strategists recommend watching liquidity and options activity to determine if the move is an isolated rebalancing or signals a broader de-risking among large investors.
Companies:
  • SoftBank
  • Nvidia
Tags:
  • markets
  • investing
Finshots• By
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neutral

Asian equities drift lower as investors await U.S. inflation and jobs data

Asian equities drift lower as investors await U.S. inflation and jobs data
Asian markets opened cautiously as investors positioned ahead of critical U.S. inflation and payroll data due this week. Regional indices saw softening in growth-sensitive sectors such as technology and discretionary stocks, while energy names reacted to softer crude prices. 
Traders cited uncertainty about the timing of Fed cuts and the durability of AI-led earnings upgrades. Local currency moves and FII flow signals will be watched closely to gauge if the risk-off mood broadens.
Tags:
  • markets
  • asia
Related:
Global Stocks Extend Gains as Fed-Cut Hopes and Tech Earnings Boost Sentiment
Timesofindia• By
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neutral

GENIUS Act creates U.S. stablecoin framework as global coordination calls increase

GENIUS Act creates U.S. stablecoin framework as global coordination calls increase
The GENIUS Act - now enacted in the U.S. - establishes comprehensive rules for payment stablecoins, requiring robust backing, audits and issuer transparency. The law narrows legal uncertainty for domestic stablecoin issuers while setting conditions for foreign firms seeking U.S. market access. 
Observers say the Act boosts consumer protection and could spur institutional adoption in payments, but it also raises questions on cross-border coordination as regulators in the EU, Hong Kong and other markets design parallel rules.
Tags:
  • crypto
  • us
Related:
Stablecoin Usage in U.S. Payments Rises 70% Following New Regulations
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neutral

EIOPA proposes 100% capital requirement for insurers’ crypto holdings

EIOPA proposes 100% capital requirement for insurers’ crypto holdings
The European Insurance and Occupational Pensions Authority (EIOPA) has recommended a blanket 100% capital requirement for insurers’ crypto exposures in its advice on standard formula capital treatment. 
 The technical advice aims to prevent spillovers from crypto volatility into the insurance sector by applying an undiversified 100% stress to crypto exposures. The proposal will feed into Solvency II delegated rules and is likely to face debate in EU policymaking forums ahead of final adoption.
Tags:
  • crypto
  • regulation
Related:
Crypto markets volatile as exchanges tighten KYC and AML norms under global scrutiny
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neutral

SoftBank pivots capital toward OpenAI and large AI bets after Nvidia sale

SoftBank pivots capital toward OpenAI and large AI bets after Nvidia sale
Following the Nvidia stake sale, SoftBank signalled a strategic pivot to broaden investments in OpenAI and other AI initiatives. The company said proceeds will help fund new AI infrastructure and partnership initiatives, including a $500bn collaborative AI initiative announced earlier this year. 
 SoftBank’s management framed the move as reallocating from a matured hardware winner to platform and services plays where they expect longer-term capture of AI value chains. Investors will look for details on announced deployments and partnership terms.
Companies:
  • SoftBank
  • OpenAI
Tags:
  • startups
  • ai
Related:
Microsoft and SoftBank discuss $2 billion investment in Wayve
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neutral

Earth Summit 2025 begins in Hyderabad with focus on rural tech and finance

Earth Summit 2025 begins in Hyderabad with focus on rural tech and finance
The Earth Summit 2025 opened at HITEX, Hyderabad on 20 November, convening policymakers, industry leaders, NGOs and startups to discuss rural innovation, ag-tech, finance and climate action. 
Organised by NABARD and IAMAI, the two-day summit expects 10,000+ delegates, 500+ speakers and showcases hackathons, investor-startup programmes and masterclasses aimed at accelerating digital public infrastructure and financing for rural MSMEs. Officials say the summit will feed into regional events in Gandhinagar (Dec 5–6) and a national conclave in New Delhi in 2026.
Tags:
  • global
  • india
Related:
U.S. and China Advance Trade Dialogue Ahead of Leaders’ Summit
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negative

Wall Street Slips After SoftBank Sells Entire Nvidia Stake

Wall Street Slips After SoftBank Sells Entire Nvidia Stake
U.S. markets turned volatile after SoftBank disclosed it sold its entire stake in Nvidia, triggering a sharp 2% drop in Nvidia shares. The sell-off weighed on broader AI-led names and sparked caution over lofty valuations. Investors’ hopes of a December rate cut have dimmed slightly, adding to the jittery tone. 
The fading risk-on mood reflects rising concern that AI-driven earnings may already be priced in, especially if macro conditions turn unfavourable.
Companies:
  • Nvidia
  • SoftBank
Tags:
  • stocks
  • us
Related:
Tech stocks stumble as SoftBank exits Nvidia stake, raising valuation alert
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neutral-negative

Asian Markets Slip as Investors Await Key U.S. Economic Data

Asian Markets Slip as Investors Await Key U.S. Economic Data
Asian equities opened lower amid investor caution ahead of key U.S. economic data releases. Crude oil also slipped as supply worries eased, adding to the risk-off tone. Traders are closely watching the Fed’s next move, with expectations split on potential rate actions. 
The broader mood is weighed by slowing global momentum and the potential for monetary tightening, prompting some profit-taking in growth-sensitive sectors like tech and energy.
Tags:
  • markets
  • asia
Related:
Oil prices slip as markets await U.S.–China deal and OPEC+ supply update
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negative

Global Market Rout Deepens as Tech, Crypto, and Gold Slide

Global Market Rout Deepens as Tech, Crypto, and Gold Slide
Markets across the globe are seeing a sharp sell-off, with tech names, crypto, and even gold under pressure. The S&P 500 and Nasdaq have breached their 50-day moving averages, while gold is retreating amid liquidity concerns. 
The rout reflects investor jitters over high debt levels in big tech and broader economic uncertainty. The decline is being driven by fears of stretched corporate leverage and a pullback in risk‐on sentiment, underscoring fragility across asset classes in the current macro backdrop.
Tags:
  • markets
  • global
Related:
Global markets falter on tech sell-off and China growth jitters
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neutral

RBI keeps repo rate steady and lifts FY26 growth outlook to 6.8 percent

RBI keeps repo rate steady and lifts FY26 growth outlook to 6.8 percent
The Reserve Bank of India kept the repo rate unchanged at 5.5% while announcing its largest regulatory overhaul in a decade. The framework focuses on stronger consumer protection, improved credit flows for acquisitions, and steps toward greater rupee internationalisation.
 RBI simultaneously raised its FY26 GDP growth forecast to 6.8%, citing resilient domestic demand and stable inflation. Policymakers noted that further decisions will depend on evolving liquidity, global rate paths, and capital flows.
Tags:
  • economy
  • india
Related:
RBI Maintains Repo Rate at 5.5% Amid Economic Assessment
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neutral

FSB warns of systemic risk from private credit and stablecoins

FSB warns of systemic risk from private credit and stablecoins
The Financial Stability Board has identified private-credit markets and stablecoins as key sources of systemic risk in its 2026 regulatory agenda. Rapid growth in non-bank lending, lack of transparency, and cross-border regulatory gaps are raising red flags.
The FSB is also monitoring valuation bubbles in AI-linked stocks and overall non-bank leverage. Regulators are calling for better data sharing and robust macro-prudential tools to manage vulnerabilities ahead of financial instability.
Tags:
  • global
  • economy
Related:
G20 watchdog warns of potential market crash amid asset price surge
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negative

Investor cash holdings shrink to 3.7% as risk-taking rises - BoFA survey flags worry

Investor cash holdings shrink to 3.7% as risk-taking rises - BoFA survey flags worry
According to the Bank of America November fund-manager survey, global investors have cut cash holdings to just 3.7%, triggering what the bank labels a “sell signal”. Equity and commodity allocations surged, but 63% of respondents believe markets are over-valued. 
The survey highlights that emerging markets and banks are seen as most exposed if rate-cuts disappoint. The most-cited tail-risk (45%) was a bubble in AI-linked stocks, and 59% cited private-credit as the likeliest source of systemic risk.
Tags:
  • markets
  • investor_sentiment
Related:
Economists Upscale Growth Outlook Despite Weak Jobs
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negative

Asian markets wobble as Nvidia Corporation earnings loom and rate-cut hopes fade

Asian markets wobble as Nvidia Corporation earnings loom and rate-cut hopes fade
Asian equities were muted as investors approach Nvidia’s earnings report amid concerns over stretched valuations in the AI sector. The S&P 500 and its tech-heavy components have traded lower, with the Nasdaq down over 1% in recent sessions. 
Rate-cut probability by the Federal Reserve for December has been pushed down to around 42%, further dampening risk asset sentiment. Commodity and yield-linked sectors also remain under pressure, suggesting markets may pause ahead of clearer data.
Tags:
  • markets
  • asia
Related:
Wall Street Closes Mixed as Traders Brace for Nvidia Earnings Amid Rate-Cut Uncertainty
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neutral

G20 watchdog sets 2026 priorities: stablecoins, private credit & AI valuations under spotlight

G20 watchdog sets 2026 priorities: stablecoins, private credit & AI valuations under spotlight
The Financial Stability Board (FSB) announced its 2026 work-programme, focusing on modernising global financial regulation ahead of the next G20 chair-ship. Key priorities include aligning rules for stablecoins, scrutinising the rapid growth of private-credit markets and monitoring valuation risks in AI-linked equities. 
The FSB highlighted that highly-leveraged non-bank entities now play a large role in debt markets and that cross-border regulatory gaps remain a concern.
Tags:
  • global
  • economy
Related:
Global debt tops G20 agenda as growth and stability risks rise
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positive

AMD, Cisco and Saudi Humain Launch AI Joint Venture, Land First Major Customer

AMD, Cisco and Saudi Humain Launch AI Joint Venture, Land First Major Customer
AMD, Cisco Systems and Saudi‑based AI firm Humain have launched a joint venture focused on artificial‑intelligence infrastructure and enterprise solutions. The collaboration has already secured its first major customer, signalling strong commercial demand. The partnership demonstrates the expanding global footprint of AI solutions and the strategic role of Gulf‑region players in the technology ecosystem. The venture is expected to target large‑scale deployments in sectors like telecommunications, data centres and smart‑city infrastructure.
Companies:
  • AMD
  • Cisco Systems
  • Humain
Tags:
  • AMD
  • Cisco
Related:
Global venture capital funding hits $97 billion in Q3 with nearly half channelled into AI startups
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positive

Broad Market Rally Seen Approaching End of Consolidation Phase

Broad Market Rally Seen Approaching End of Consolidation Phase
According to JM Financial’s Managing Director & CEO‑Institutional Equities, Ankur Jhaveri, India’s equity markets may be nearing the end of a prolonged consolidation phase, setting the stage for a broad‑based rally heading into FY27. Key growth themes identified include data centres, AI ecosystems, healthcare, CDMOs (contract development & manufacturing organisations) and discretionary retail. 
While investors remain cautious, the overall tone is increasingly optimistic amid improving sectoral trends and earnings visibility.
Companies:
  • JM Financial
Tags:
  • JM Financial
  • Ankur Jhaveri
Related:
Global Markets Gain Support From Expected Fed Cuts and Earnings Momentum
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neutral

Indian Markets Flat Despite Infosys Buyback‑Led Rally

Indian Markets Flat Despite Infosys Buyback‑Led Rally
Indian equity benchmarks remained largely flat on November 19 2025, with the Nifty 50 slipping 0.05% and the BSE Sensex edging down by 0.01% in early trade. Gains in IT heavyweight Infosys, which announced a ₹18,000 crore buyback helped support the market. However, broader weakness persisted as 11 of 16 major sectors traded lower amid subdued global sentiment and lack of fresh catalysts. Investors were observed waiting for minutes of the U.S. Federal Reserve meeting and delayed non‑farm payroll data to gauge further direction.
Companies:
  • Infosys
Tags:
  • Indian markets
  • Nifty 50
Related:
Infosys Shares Surge Ahead of Rs 18,000 Crore Buyback Opening
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positive

xAI in Talks to Raise $15 Billion at $230 Billion Valuation

xAI in Talks to Raise $15 Billion at $230 Billion Valuation
xAI, the artificial‑intelligence startup founded by Elon Musk, is reported to be in advanced negotiations to raise $15 billion in fresh equity funding at a valuation of around $230 billion. The figure would more than double its valuation from approximately $113 billion earlier in 2025. The financing round comes amid xAI’s aggressive push to build out large‑scale AI infrastructure, including a planned Colossus supercomputer in Memphis and expanded data‑centre footprint, positioning it as a serious rival to other major AI players.
Companies:
  • xAI
Tags:
  • xAI
  • Elon Musk
Related:
Elon Musk’s xAI Hits $200 Billion Valuation After $10 Billion FundraiseAI startup data-centre firm Crusoe raises $1.38 billion in Series E round
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positive

Nifty 50 Regains Momentum, Trading Above 26,000 Amid IT Stocks Rally

Nifty 50 Regains Momentum, Trading Above 26,000 Amid IT Stocks Rally
Nifty 50 regained momentum on November 19, 2025, trading above 26,000 with key IT stocks like Infosys and TCS leading the rally. Despite broader market weakness, particularly in sectors like metals and real estate, technical indicators suggest bullish near‑term trends for Nifty. The strong performance of IT stocks helped offset the losses in other sectors, and market participants are keeping a close eye on global cues and upcoming economic data. Investors are optimistic that the IT sector will continue to drive growth in the coming sessions.
Tags:
  • Nifty 50
  • IT stocks
Related:
Nifty 50 Shows Resilience Amid Global Volatility
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positive

Infosys Shares Surge Ahead of Rs 18,000 Crore Buyback Opening

Infosys Shares Surge Ahead of Rs 18,000 Crore Buyback Opening
Infosys shares surged 4% on November 19, 2025, as investors positioned themselves ahead of the company’s record ₹18,000 crore buyback, set to open on November 20. The buyback, one of the largest in Indian corporate history, is expected to drive short‑term gains in Infosys stock. Analysts suggest the offer will help improve earnings per share and return surplus capital to shareholders. With the company’s strong financial standing, investors are optimistic that this move will bolster shareholder value and strengthen the stock’s momentum.
Companies:
  • Infosys
Tags:
  • Infosys
  • buyback
Related:
Infosys to announce Q2 FY26 results on October 16
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positive

India’s AI Ecosystem Defies Global Slowdown with Robust Funding Flows

India’s AI Ecosystem Defies Global Slowdown with Robust Funding Flows
While global tech‑funding volumes have declined year‑on‑year in H1 2025, India’s AI startup ecosystem has shown resilience. Data shows India attracted around $4.8 billion in tech deals during H1, with a rising share going to AI and deep‑tech ventures. Government initiatives such as compute credits, subsidies and the IndiaAI Mission are cited as key enablers. Despite regulatory and talent constraints, the shift toward enterprise‑grade AI solutions continues to fuel investor interest and startup growth in India.
Tags:
  • AI startup funding
  • India
Related:
Indian startup ecosystem leads Asia-Pacific with $5.7 billion raised in H1 2025
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positive

Global VC Firms Intensify Hunt for Indian AI Startups as Funding Surges

Global VC Firms Intensify Hunt for Indian AI Startups as Funding Surges
Global venture‑capital firms are increasingly targeting Indian AI startups for early‑stage investments, even as global tech‑funding volumes slow. Despite headwinds, India’s AI ecosystem has attracted rising capital and talent, making it a regional hotspot. The trend is driven by strong enterprise demand, localised solutions and government compute incentives. As foreign investors circle India, founders are benefitting from deeper networks and funding opportunities, though they face intensified competition and higher valuation expectations.
Tags:
  • venture capital
  • Indian AI startups
Related:
Global VC funding surges as AI-led startups dominate investment rounds
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positive

Fractal Analytics Plans ₹49 Billion IPO While Investing Heavily in AI R&D

Fractal Analytics Plans ₹49 Billion IPO While Investing Heavily in AI R&D
Indian enterprise AI firm Fractal Analytics plans to raise about ₹49 billion ($554 million) in its upcoming IPO while maintaining high research‑and‑development spending. The company spent ₹1.44 billion in 2025 alone on R&D, around 6% of its revenues over three years. More than 65% of Fractal’s revenue comes from U.S. clients including major tech companies. Its listing would make it one of the first AI‑led businesses in India to go public and could open capital markets wider for domestic AI firms.
Companies:
  • Fractal Analytics
Tags:
  • Fractal Analytics
  • IPO
Related:
IPO Wave Builds as Fractal Analytics Targets $555 Million Raise in Indian Markets
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