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JP Morgan Asset Management global markets strategist Raisah Rasid says Indian firms lack exposure to AI hardware and are missing the AI boom, leaving India equities to lag regional peers and contributing to some foreign capital outflows. She warns th

2026-07-07

JP Morgan Asset Management global markets strategist Raisah Rasid says Indian firms lack exposure to AI hardware and are missing the AI boom, leaving India equities to lag regional peers and contributing to some foreign capital outflows. She warns this has driven earnings downgrades and investor concern over stretched valuations, while noting that broader AI adoption in India could improve productivity and the outlook if it materializes.

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2026-07-07

The commander of the Ukrainian drone force stated that Ukrainian drones had attacked eight Russian "shadow fleet" oil tankers in the Sea of Azov.

The commander of the Ukrainian drone force stated that Ukrainian drones had attacked eight Russian "shadow fleet" oil tankers in the Sea of Azov.
2026-07-07

Japanese 40-year bond yield rose 1.0 bp to 3.935%.

Japanese 40-year bond yield rose 1.0 bp to 3.935%.
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