... market; however, the ruling coalition managed to retain a majority, which participants viewed positively—the course for stimulating the economy will continue. Indian stock indices continue to reach historical highs, standing out among other emerging markets. The Nifty 50 and BSE Sensex have been steadily rising in recent weeks, reflecting investor confidence in the sustainability of Indian growth. The services sector and domestic consumption in India are showing robust expansion—recent PMI service data remains significantly above 50, indicating rapid activity growth. Foreign investments are also flowing into Indian assets, viewing the country as ...

... pushes investors to look for alternative assets. This can lead to a weakening of the dollar, affecting commodity and financial markets, and also contribute to the growth of other currencies, such as the euro and the yuan. 2. Inflation Risks Additional stimulus ... ... expectations. If inflation rises, the Fed may be forced to raise interest rates further, which will further increase the cost of servicing the debt and reduce the availability of borrowed capital for businesses and consumers. 3. Budget Constraints and Reduced ...

... ramping up acquisitions of promising projects. Google recently completed a record acquisition of cloud cybersecurity startup Wiz for $32 billion—this is the largest tech deal of the year, significantly strengthening Google's position in the cloud services market. Concurrently, Meta invested approximately $14 billion in startup Scale AI (a data labeling platform), acquiring about 49% of the company's shares at a valuation of around $28 billion. This strategic deal demonstrates the intent of major IT players ...

... steady demand for personal computing devices, relevant for assessing consumer and business spending trends. Salesforce.com Inc. (CRM): Anticipated revenue growth of 2.3% reflects ongoing demand for cloud-based solutions, impacting the broader technology market. Snowflake Inc. (SNOW): A projected revenue increase of 3.0% highlights the growing importance of data warehousing and analytics services, influencing technology investments. Implications for European and American Investors: Monetary Policy Signals: China's MLF rate decision and the U.S. FOMC minutes will provide critical insights into the monetary policy directions of two major ...

... become active in acquiring promising projects. Google recently completed a record acquisition of the cloud cybersecurity startup Wiz for $32 billion—this is the largest tech deal of the year, significantly strengthening Google's position in the cloud services market. Concurrently, Meta entered into an agreement to invest ~$14 billion in the data labeling platform Scale AI , acquiring around 49% of shares at a business valuation of ~$28 billion. This strategic deal highlights major IT players' desire to acquire ...