3 stories on SkillNyx Pulse

Taiwan has overtaken India in global stock-market value, powered by the extraordinary rise of TSMC and the global rush into AI infrastructure. The shift is less a verdict on India’s long-term economy and more a sign that semiconductor supply chains now sit at the heart of global capital markets. Taiwan has overtaken India in global stock-market value, powered by the extraordinary rise of TSMC and the global rush into AI infrastructure. The shift is less a verdict on India’s long-term economy and more a sign that semiconductor supply chains now sit at the heart of global capital markets.

The Indian rupee has recovered from record lows as crude oil retreats below the danger zone, but traders are treating the rally as a relief move—not a full reversal—until oil, geopolitics, RBI action, and capital flows turn decisively supportive.

Oil cooled, equities rallied and risk appetite returned after fresh optimism around a possible U.S.-Iran understanding. But investors should watch crude, the Strait of Hormuz, inflation signals, the dollar and whether diplomacy turns into a signed deal.
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