AI Summary

Indian residents holding foreign RSUs often face double taxation on dividend income and trailing tax liabilities — but the India-US DTAA offers relief. Filing Form W-8BEN with your broker...

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Fed held rates steady at 3.50-3.75% in a unanimous 12-0 vote, with new Chair Kevin Warsh breaking tradition by skipping forward guidance and launching five reform-focused task forces. Des...

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Google is reportedly in talks to have Samsung manufacture part of its next-generation TPU on Samsung's 2-nanometre process, a notable break from its all-TSMC past. The trigger is scarcity...

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RSUs from foreign employers face double taxation in India: as salary income at vesting (FMV-based) and as capital gains at sale. Key compliance steps include Schedule FA disclosure, FEMA ...

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India's CPI inflation rose to 3.93% in May 2026, driven by food and core price pressures, with June likely to overshoot 5%. Even if the US-Iran conflict resolves, domestic inflation may s...

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Physical AI is moving out of the server room and into the real world: robots, autonomous vehicles, and industrial machines are becoming the new vessels for foundation models. Humanoid shi...

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Global markets in June are navigating geopolitical stress alongside improving fundamentals, with domestic equities attractive at 18x forward PE but warranting a staggered allocation appro...

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RBI MPC unanimously held the policy repo rate at 5.25% with a neutral stance, as inflation risks from the prolonged US-Iran conflict, elevated oil prices, and a depreciating rupee prompte...

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Jensen Huang's May 2026 visit to Taiwan, with a pledge of up to $150 billion a year in spending and a new HQ groundbreaking, drew every major chip CEO to the island within weeks. Taiwan n...

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ESOP taxation in Indian startups is triggered at exercise — not at sale — based on a merchant banker-certified Fair Market Value, creating a real liquidity crunch for employees holding sh...

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NRIs can manage Indian properties and investments remotely by granting a Power of Attorney to a trusted India-based representative. A PoA signed abroad must be attested by the Indian Emba...

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Markets stayed resilient even as the war dragged on with no real de-escalation. Five themes defined the month: global capital rotated out of defense and into infrastructure and AI; inflat...

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AI data centres are pushing server rack power from kilowatts toward megawatt levels, forcing a shift from traditional AC power delivery to high-voltage DC architecture. Silicon Carbide (S...

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RSUs are salary, not a windfall — and India taxes them at up to 39% at vesting whether you sell or not. Selling immediately avoids the phantom income trap, where a stock price crash leave...

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A successful business exit is built years before the sale process begins. Founders who establish independent leadership, maintain clean audited financials, and address key due diligence r...

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China's cloud market is exiting its model-experimentation, price-war phase and entering a structurally healthier growth-and-margin regime. The big three hyperscalers have raised AI comput...

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ESOPs offer the option to buy shares at a fixed price, while RSUs are direct share grants at no cost — making RSUs lower-risk by design. Both face two-stage taxation in India (perquisite ...

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Improving domestic fundamentals are overshadowed by geopolitical tensions, making a cautious and staggered approach to equity allocations prudent. Alternatives favor early-stage private d...

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Europe crossed 500,000 EV sales in a single month for the first time in March 2026, driven not by climate policy but by energy price volatility. Chinese OEMs are capturing this shift thro...

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Markets have stabilised on US–Iran resolution hopes. Five themes dominate: resilient US earnings (sixth consecutive double-digit quarter); emerging markets regaining favour through energy...

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Amazon's investment in Anthropic has scaled from $1.25B in September 2023 to $25B in April 2026, marking one of the largest capital commitments in the AI cycle. The partnership has evolve...

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Quarterly results from Taiwan's leading hardware assemblers show AI server shipments are running well ahead of forecasts, with NVL72 rack deliveries hitting 18,000 units against expectati...

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DTAAs can help eligible NRIs—especially in countries like the UAE, Singapore, and Mauritius—avoid tax on mutual fund gains by shifting taxation to their country of residence. However, ben...

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Holding company stock through RSUs or ESOPs can feel like earned compensation rather than a concentrated bet, but when your salary, career, and investments are all tied to the same employ...

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The RBI held the repo rate at 5.25% with a neutral stance, balancing resilient domestic growth against rising inflation risks from higher oil prices and possible El Niño effects. Growth i...

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Improving fundamentals support equities, but geopolitical risks call for a cautious, staggered approach to both domestic and global allocations. In alternatives, investor preference is sh...

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AI-led disruption concerns have compressed earnings multiples across almost the entire software landscape, with every new model and product launch intensifying the selloff. However, not a...

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The Middle East conflict has sent oil up 44%, choked the Strait of Hormuz, and triggered a rare simultaneous rally in both oil and the US dollar as safe-haven demand surges. Rate cut hope...

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**Four weeks into the Middle East conflict, markets are under sustained pressure — oil supply through the Strait of Hormuz is severely constrained, the dollar is strengthening, and equiti...

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With just days before the April 1st reset, Indian investors should consider deploying their remaining LRS limit — which allows up to $250,000 in annual overseas remittances — into global ...

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Most wealthy Indian investors can name every fund they own but can't explain why their portfolio is split the way it is — because that split was never really decided. Property, FDs, and e...

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Tesla has unveiled TeraFab, a plan to build a vertically integrated semiconductor ecosystem targeting ~1TW/year of AI chip production in the US, backed by a $20–25 billion initial investm...

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Tax loss harvesting is a legal strategy where you sell loss-making investments to offset taxable gains, reducing your overall tax bill. Short-term losses can offset both STCG and LTCG, wh...

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The FOMC voted 11-1 to hold rates steady at 3.50–3.75%, citing elevated uncertainty from Middle East tensions even as inflation has stabilised around 2.4%. The Fed's updated projections n...

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Apple has quietly reduced its App Store commission rates in China across four categories, cutting its standard take from 30% to 25% and lowering several other tiers to 12%. Combined with ...

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India's retail inflation rose to 3.21% in February 2026, marginally above estimates, driven by higher food prices and a combined food-and-housing contribution of ~47% to the CPI basket. G...

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Indian investors’ growing interest in global markets, especially after the Covid era, has collided with regulatory limits on overseas investments—pushing investors to explore newer routes...

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Contemporary Amperex Technology Co., Limited delivered a strong 4Q25 with profits beating expectations despite falling battery prices, showcasing exceptional cost control and supply-chain...

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India's medium-term story remains intact — improving earnings, rural recovery, and the India-US trade deal provide a solid foundation — but the Middle East crisis introduces meaningful ne...

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New budget proposals will significantly reduce the Tax Collected at Source (TCS) on overseas remittances for travel, education, and medical expenses after April 1, improving immediate liq...

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The global cloud market is splitting between legacy hyperscalers and a fast-rising tier of AI-native Neo-Clouds, projected to surge from $23B to $180B by 2030 at a 45% CAGR, driven largel...

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To optimize capital gains tax on gold ETFs, investors can strategically manage unit sales across different fund houses, leveraging cost basis to enhance investment flexibility.

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Global markets are navigating a volatile but broadening phase, with the rest of the world — particularly EMs and Japan — outperforming the US as investors rotate from concentrated AI bets...

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Specialised Investment Funds (SIFs) are gaining traction among investors as a tax-efficient and strategically flexible alternative to traditional Mutual Funds and Category III AIFs.

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Domestic equities look incrementally favourable on improving macros, earnings recovery, and a potential US trade deal, while global equities — particularly EMs ex-India — are gaining appe...

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India and the US have finalized a significant trade deal, reducing US tariffs on Indian exports from 50% to 18% and opening India's markets, signaling potential relief and growth for key ...

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The Union Budget 2026-27 is a strategically focused plan designed to transform the national economy through targeted initiatives for diverse stakeholders, reinforcing a calm and confident...

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Union Budget 2026 is expected to prioritize stability, clarity, and innovation, empowering India's "Disruptors" amidst non-linear wealth creation.

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This article introduces "DRAGONS" (Desi Rooted, Global Opportunity Navigators) as a rising cohort of globally mobile Indians driving economic growth, underscoring government support and U...

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India's corporate titans view Union Budget 2026 not for one-off incentives, but as a signal for policy continuity, enhanced competitiveness, and capital discipline to enable long-term gro...

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This article outlines crucial steps and updated requirements for filing tax returns accurately, focusing on essential documentation and new reporting disclosures for FY 2024-25.

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Ionic Wealth introduces its "Vantage Point" series, offering a multi-faceted analysis of Union Budget 2026 from diverse stakeholder perspectives to provide a comprehensive understanding b...

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Tata Consultancy Services (TCS) is making a monumental $6-7 billion investment to build a 1-gigawatt (GW) sovereign AI data center network across India, strategically pivoting from an ass...

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India is actively positioning itself as a major player in the global semiconductor ecosystem, transitioning from an importer to a significant manufacturing and design hub.

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Foreign Institutional Investors (FIIs) are making significant strategic bets on India's smaller banks and NBFCs, signaling strong long-term conviction in the sector's structural growth.

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Accredited Investor (AI) status in India grants affluent individuals exclusive access to high-value investment opportunities and regulatory flexibilities, driving significant growth in re...

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Indian High-Net-Worth Individuals must globalize their investment portfolios to align with increasingly global lifestyles and avoid domestic financial limitations.

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High-net-worth individuals with foreign Employee Stock Option Plans (ESOPs) must ensure meticulous tax disclosure to avoid significant penalties under Indian law.

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This guide clarifies the essential steps and responsibilities for filing the final tax returns of a deceased loved one, ensuring compliance and smooth estate settlement.

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ESOP gains are subject to a complex, multi-stage taxation process that can significantly reduce net returns and create unexpected liquidity challenges.