For the foreseeable future, the most likely outcome remains continuation of the status quo. Taiwan will remain self-governing without formally declaring independence, while China continues to apply sustained pressure short of war, predict Krishnan Srinivasan and Manoj Mohanka.
Chinese leaders, including its generals, will have to weigh whether they can win a war if they ever attack Taiwan and if at all, can they sustain the subsequent devastation, notes Rup Narayan Das.
Following his visit to China, US President Donald Trump has suggested a potential shift in Washington's approach to Taiwan, expressing reluctance to engage in military conflict over Taiwan's independence and cautioning against unilateral moves.
Chinese President Xi Jinping warned that the Taiwan issue could lead to clashes and even conflicts between China and the United States if not handled properly. He emphasised the importance of safeguarding peace and stability across the Taiwan Strait for stable relations.
The United States has paused a proposed USD 14 billion arms sale to Taiwan due to concerns about maintaining sufficient munitions for potential conflicts, particularly in light of the ongoing situation with Iran.
Chinese President Xi Jinping warned US President Donald Trump that mishandling the Taiwan issue could trigger conflicts between the two countries during wide-ranging talks on trade, Iran, and energy security.
Foreign Portfolio Investors (FPIs) have injected Rs 16,621 crore into Indian equities during the first half of August, continuing a buying spree driven by improving relative valuations, resilient corporate earnings, and expectations of softer US interest rates.
'All these reports and announcements by the US seem like attempts to gain a lever in trade deal negotiations with India.'
'...as we believe with the adoption of AI, our IT services companies' revenue models will have to undergo a reset, which may in turn impact their potential for earnings growth.'
Hangors are effectively 'dead-on-arrival' with Pakistanis saddled with deadweights that displace around 3,000 tons. Last time it was near Vishakhapatnam. This time, barnacles will clog the Hangors in Karachi port itself, points out Dr Abhishek Puri.
After four consecutive months of withdrawals, Foreign Portfolio Investors (FPIs) injected Rs 20,200 crore into Indian equities in July, driven by attractive valuations, improving corporate earnings, and a more favourable global environment.
The Nifty and Sensex outperformed Asian peers in South Korea, Japan, Taiwan and China.
All five Indian teenagers who competed at the International Physics Olympiad 2026 won gold medals; thanks to their achievement, India shared the world No 1 ranking with China, Kazakhstan, Russia, South Korea and Taiwan.
'Healthy double-digit returns are still possible, though a sharp rally is unlikely.'
'Tariff action relating to the excess-capacity investigation will be even more susceptible to judicial overturn.'
'1991 was an exceptional period in Indian history.' 'A big 400-volt shock was administered to the system, which was required. Today, we are in a much, much better position.'
Indian benchmark indices Sensex and Nifty experienced a significant tumble in early trade, primarily driven by heavy selling in HDFC Bank following its quarterly earnings and a sharp spike in Brent crude oil prices due to escalating tensions between the US and Iran. Track Sensex, Nifty
The United States has warned China against escalating tensions as Taiwan detected multiple Chinese naval vessels, official ships and balloons operating around the island amid Beijing's large-scale live-fire military drills.
Dharmendra Pradhan's resignation is significant because it punctures, however slightly, the perception that the Modi government never retreats under pressure. Every long-serving government eventually reaches a point where every institutional failure is identified with the leader himself. Removing the minister may have prevented that political burden from falling directly on Modi. Whether it also resolves the underlying crisis is another matter, notes Ramesh Menon.
Focused on success at the Commonwealth and Asian Games, Animesh Kujur is unconcerned by the fastest-man debate, believing his performances on the biggest stages will speak for themselves.
The global artificial intelligence (AI) boom has significantly reshaped equity markets, with Taiwan surpassing India to become the world's fifth-largest stock market. India has seen its market capitalisation decline by 7% year-to-date, while AI-linked economies like Taiwan and South Korea have surged.
International mutual fund schemes have seen a significant resurgence in investor interest, attracting approximately Rs 7,600 crore in net inflows over the past year, a stark reversal from previous outflows, driven by their strong outperformance against domestic markets and limited AI-linked investment opportunities in India.
The Chinese military on Monday started new major drills in the 'middle areas' of the Taiwan Strait amid rising diplomatic tensions with Japan over Taiwan that Beijing claims as its territory.
The unprecedented rally in artificial intelligence (AI)-linked stocks has led to Indian companies being excluded from the top 10 constituents of the MSCI Emerging Markets (EM) Index for the first time in over two decades, raising concerns about concentration risk.
China on Monday successfully test-fired a long-range strategic missile from one of its nuclear-powered submarines in the Pacific Ocean, drawing sharp reactions from Japan and Australia.
The report evaluates the likely military, strategic and international fallout for China under scenarios ranging from a "major war" to a "minor conflict" with Taiwan, Focus Taiwan said.
China has imposed sanctions on 20 US defence firms in response to the Trump administration's approval of a record USD 11.1 billion arms sales package to Taiwan.
The Beijing summit may have reduced immediate diplomatic uncertainty, but it did not resolve the deeper structural contest between the United States and China. That contest appears likely to define the coming decade, notes Varun Arya.
'India has initiated a bear market and we will still go lower. It has nothing to do with the economy.'
History may remember Takaichi Sanae not as the leader who simply accelerated Japanese rearmament, but as one who governed during Japan's transition from an industrial-age security model to a post-industrial strategic member of the global order, points out Varun Arya.
United States and China have agreed that "Iran can't have nuclear weapons," and that the Strait of Hormuz must be opened, according to US President Donald Trump.
US President Donald Trump is set to visit China for talks with President Xi Jinping on trade, global issues, and the Gulf war. The visit aims to address trade frictions and other key issues, with high expectations for progress.
Delhi must now purge the delusional hopes of being a 'counterweight' to China in the US calculus, argues Ambassador M K Bhadrakumar.
Foreign Portfolio Investors (FPIs) withdrew nearly Rs 33,000 crore from Indian equities in May, bringing the total outflow for 2026 to Rs 2.25 lakh crore, driven by weak earnings growth, rupee depreciation, and more attractive opportunities in other global markets.
US President Donald Trump will visit China from May 13 to 15 at the invitation of President Xi Jinping. The visit occurs amidst global tensions, including the war in West Asia and trade disputes between the US and China. Discussions are expected to cover China-US relations, world peace, and economic issues.
The US-China rapprochement, however tenuous, is not without implications for India. Both China and Pakistan have become closer to the US, notes Ambassador T P Sreenivasan.
Dhaka and Beijing on Thursday agreed to strengthen cooperation on the management of the Teesta and other rivers and signed 13 agreements to bolster bilateral ties following talks between Bangladeshi Prime Minister Tarique Rahman and Chinese Premier Li Qiang.
Sara Errani and Andrea Vavassori overcame a first-set deficit to defeat Evan King and Gabriela Dabrowski in a closely contested French Open mixed doubles final.
China on Wednesday reacted strongly to the Quad Ministerial meeting that voiced serious concerns over the situation in the East and South China Sea, saying they should stop meddling in maritime affairs in its neighbourhood.
'When I look at India's relative valuations, these are by far the lowest I have seen in my 35-year career.' 'The relative 12-month trailing performance is among the weakest I have seen, and foreign investor positioning is at a 16-17 year low.'
