Global economic trends and investment implications
Non-Chinese NdPr output absorbed by existing contracts, Goldman Sachs projects 130% Hormuz LNG spike, KOSPI margin debt reaches all-time high at KRW 31 trillion
US-Israel joint strike kills Supreme Leader Khamenei; Iran's IRGC signals Hormuz closure; South Korea's February exports hit an all-time record of $67.45B with semiconductors surging 160.8% YoY
Korea's MASGA investment drives US tariffs down from 25% to 15%; global debt hits a 2025 record of $348 trillion; ASML's High-NA EUV achieves mass production readiness
Salesforce Agentforce hits $800M annualized run rate, Samsung reclaims DRAM leadership, Bank of Korea raises growth forecast to 2.0%
AI bubble tops credit investors' concerns at 23%, hyperscalers eye $285B in debt issuance, SK Hynix commits KRW 31T to Yongin cluster, KOSPI surges 40% YTD
KOSPI all-time high, global AI VC funding surges 85%, data center power clash, battery storage triples
EU Horizon Europe excludes Chinese entities from key grants, US launches Pax Silica semiconductor alliance with 11 nations, Google Cloud grows 48%
Post-IEEPA ruling pivot to Section 122 tariffs at 15%, Samsung reclaims DRAM market share lead, SpaceX targets $1.5T IPO valuation
Supreme Court rules IEEPA tariffs unconstitutional, South Korea's tariff rate drops from 15% to 10%, Alphabet announces $185B AI investment, EPA repeals carbon regulations
India AI Impact Summit attracts big tech investment rush, OpenAI $850B valuation, Trump sets Iran nuclear deadline
Iran partially closes Strait of Hormuz, Brent crude reaches $71.50, South Korea's KOSPI hits all-time high of 5,677.25, India AI infrastructure investment tops $200B+
Japan-U.S. Energy-Mineral $36B First Investment, NAND Flash Supply Shortage Intensifies, Iran's Hormuz Strait Blockade and Asia's Record High Crude Oil Imports
India eyes $200B in data center investment, Adani pledges $100B for AI, China's non-fossil capacity crosses 52%
Top 5 hyperscalers commit $700B in AI capex, India AI Summit draws major investment announcements, Germany-France launch early talks on European nuclear deterrence
Trump imposes 25% tariffs on Iran trading partners, Korea-US strategic investment committee launches, India-EU FTA saves €4B annually