AI IPO Watch: Anthropic has confidentially filed for a US IPO, adding fuel to Wall Street’s AI frenzy and raising fresh questions about valuations after SpaceX’s record-setting IPO push. Regulatory Pressure: India’s SEBI has issued an interim ex-parte order against Rajesh Exports, alleging major financial misrepresentation and restraining the promoter from trading. Market Flows: Foreign investor confidence in India’s stock market has fallen to a decade low, with inflows dropping to ₹7.3 trillion as global funds pull back amid policy and geopolitical worries. Tax to Attract Capital: India is considering scrapping capital gains tax on foreign portfolio investments in government securities to stem outflows and support the rupee. Trade Finance: ADB and Standard Chartered signed risk-sharing deals to expand supply-chain finance in India for both USD and rupee transactions, targeting SMEs. Energy Transition vs Grid Rules: Reuters reports tougher Indian grid discipline rules for solar and wind could cut returns and chill clean-energy investment. Geopolitics & Risk-Off: Renewed US-Iran tensions pushed Asian stocks lower and rattled markets, with oil easing after a ceasefire signal. Climate Finance Integrity: The Global Carbon Council and CIFOR-ICRAF agreed to boost high-integrity nature-based solutions as nature-finance gaps widen. Local Infrastructure Risk: Cebu’s water shortage is emerging as a competitiveness threat, with supply gaps and losses driving calls for urgent investment. Fraud Crackdown (India): India’s ED arrested Nowhera Shaik’s aide in the Heera Group PMLA-linked investment fraud case, alleging harm to 1.72 lakh investors.