Global Growth Outlook: Moody’s Analytics says India stays the fastest-growing major economy in 2026-27, with global growth at 2.5% (2026) and 2.8% (2027), while geopolitics, trade frictions, and stretched valuations keep downside risks elevated. Mideast Risk & Markets: The US and Iran escalated attacks for a sixth straight night, lifting safe-haven demand and weighing on equities, with crude futures firmer on supply-flow concerns. AI Spending Backlash in Semis: Chip stocks slid again as investors punished capex-heavy AI optimism, with TSMC’s ADR drop highlighting how “spending plans” can matter more than earnings beats. Prediction Markets Under Scrutiny: A report flags concerns that wildfire betting could incentivize arson, while US regulators move toward tighter rules around prediction-market conduct. Vietnam IPO Watch: Dien May Xanh filed to list on HoSE, targeting a ~$3.9b market cap at IPO pricing, as Vietnam’s retail capital markets stay active. Tourism & Trade Boost: India’s tourism ministry launched an economic impact report arguing exhibitions drive trade, entrepreneurship, and investment, reinforcing the MICE push. Regional Infrastructure: Malaysia’s Johor expects RTS Link and cross-border zone upgrades to improve travel certainty and boost investment confidence. Sector Forecasts: New research points to growth across student accommodation, food traceability tech, in-vitro diagnostics, and military/aerospace fiber optics. Consumer & Housing Signals: Türkiye’s sunscreen demand is shifting year-round; Australia’s housing tax changes are warned to risk a major price correction. Corporate Moves: Volvo Cars cut its 2026 sales-growth target as China weakness hits earnings, while Delinea rolled out a partner program aimed at channel profitability.