Germany Welfare Reform: Budget Risk vs. Efficiency – February 03
Ines Schwerdtner warns Germany welfare reform could strain job centers and raise costs. We assess budget risk, job center overload, and IT procurement signals for investors in Germany.
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New SBA Loan Policy Reinforces ‘America First’ for Small Businesses
SBA Introduces Major Eligibility Changes Effective March 1 A new Small Business Administration (SBA) loan policy, set to take effect on March 1, is set to significantly alter eligibility rules for SBA-backed financing. Under the updated guidelines, businesses with any legal permanent resident (LPR) ownership will no longer qualify for SBA loans, reversing longstanding policies…
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February 03: China Military Purge Deepens, Taiwan Risk in Focus
China military purge deepens as PLA Daily denounces Zhang Youxia. Xi centralizes Taiwan decisions. What this means for Japan’s markets, defense supply chains, and risk pricing.
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VIE.PA Stock Today: February 03 – US Labor Charge Tests Union Risk
Veolia Environnement stock edges higher as a US Teamsters NLRB case raises union risk. We assess price action, fundamentals, and GB investor takeaways, including dividend and leverage.
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The Hague February 04: ICJ Occupation Shift Elevates ESG Risk
The Hague ICJ ruling widens occupation law signals, raising investor ESG risk for Gaza/OPT exposure as Netherlands defense spending rises. Practical steps for AU portfolios.
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India Cuts Bangladesh Aid, Pauses Chabahar Funding — February 03
India Bangladesh aid cut to Rs 60 crore and zero Chabahar port budget signal policy shift. What it means for Indian exporters, trade routes, and risk premia.
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S&P 500 Today, February 03: Warsh Fed Pick Triggers Metals Rout
S&P 500 today slips as Kevin Warsh’s Fed nomination boosts the dollar and hits metals. Key levels, technicals, and India-focused takeaways on policy, INR, and sectors.
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India Budget 2026 Today, February 3: PM Modi Backs Capex, Deficit Cut
India Budget 2026 signals a capex push with a firmer fiscal deficit target. Learn how this affects bond yields, INR, infrastructure, manufacturing, and India EU trade tailwinds for exporters in India.
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February 03: Germany Detains Two in Global Trade Luebeck Sanctions Probe
Global Trade Luebeck probe: Germany detains two after raids on a firm tied to 16,000 shipments worth €30 million to Russia. What EU exporters must know on sanctions risk, dual-use exports, and costs.
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February 03: Epstein Files Renew Prince Andrew Scrutiny, ESG Risk Rises
Prince Andrew Epstein scrutiny intensifies after new files. Canadian investors face rising royal ESG risk, brand reputation fallout, and governance red flags to monitor now.
