MARKET STRUCTURE · COMPETITIVE · CHINA China approves Nvidia H200 chip sales Change Chinese authorities approved multiple Chinese companies to purchase Nvidia's H200 AI chips. Why it matters The approval establishes regulatory authorization for designated Chinese buyers to obtain H200 chips, creating a compliance requirement for imports and supplier fulfillment. The Hindu · 6:43 AM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
REGULATORY · MARKET STRUCTURE · INDIA India eases FDI rules for Chinese-linked investors Change India amended FDI rules to allow overseas companies with up to 10% Chinese shareholding to invest via the automatic route, subject to sectoral limits and excluding entities incorporated in China, Hong Kong, or countries sharing land borders with India. Why it matters Creates an automatic-entry pathway for overseas investors holding up to 10% Chinese shareholding, constrained by sectoral caps and other conditions. Entities incorporated in China, Hong Kong, or countries sharing land borders with India remain subject to mandatory government approval. Times of India · 4:02 AM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
MARKET STRUCTURE · REGULATORY · ASIA Malaysia declares U.S.-Malaysia trade deal null and void Change Malaysia declared the U.S.-Malaysia Agreement on Reciprocal Trade (ART) null and void. Why it matters Removal of the ART eliminates its role as the governing legal framework for tariff commitments and procedural obligations between Malaysia and the U.S., creating an absence of the agreement's tariff and trade-management constraints. Yahoo · 1:22 AM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
MARKET STRUCTURE · LATIN AMERICA Cuba's national power grid collapses Change Cuba's national power grid collapsed on Monday, leaving the country's roughly 10 million people without electricity. Why it matters The nationwide blackout removes grid electricity availability across Cuba, constraining operation of public services, critical infrastructure, and businesses that depend on continuous power. Al Jazeera · 10:38 PM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
MARKET STRUCTURE · REGULATORY · BRAZIL Swedish court detains captain of Sea Owl One Change A Swedish court ordered the detention of the Russian captain of the tanker Sea Owl One on suspicion of using forged documents. Why it matters Detention places the captain in legal custody, restricting his movement and creating a time-limited procedural window for prosecutors to question him and gather evidence. BBC · 8:26 AM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
REGULATORY · MARKET STRUCTURE · COMPETITIVE · INDIA Government extends EV bus and truck motor deadline Change The government extended localisation requirements by six months, allowing import of traction motors that use rare-earth magnets for electric buses and trucks until September 1. Why it matters PM E-Drive subsidy eligibility remains tied to phased local-manufacture rules; the extension creates a temporary compliance window through September 1 during which imported rare-earth-magnet traction motors continue to qualify. Economic Times · 1:06 AM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
MARKET STRUCTURE · REGULATORY · INDIA China imposes anti-dumping duties on halogenated butyl rubber imports Change China will implement anti-dumping duties on halogenated butyl rubber imports from India, Japan, and Canada, with tariffs of up to 30.1% applying to shipments from Japan and Canada from March 14. Why it matters Imports of halogenated butyl rubber into China will be subject to anti-dumping tariffs that increase landing costs for affected consignments. Shipments from Japan and Canada face tariffs up to 30.1% effective March 14; imports from India are also subject to duties though specific rates or start dates were not specified. Economic Times · 1:53 AM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
REGULATORY · MARKET STRUCTURE · INDIA India relaxes EPCG export obligations Change India granted relaxations to help exporters fulfil export obligations under export promotion schemes amid disruptions to shipping routes and global supply chains. Why it matters EPCG users get added flexibility to meet export-obligation compliance tied to duty-free capital-goods imports. The relaxations operate alongside an existing foreign trade policy facility available on payment of composition fees. Economic Times · 7:19 PM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
MARKET STRUCTURE · REGULATORY · ASIA China halts diesel, petrol exports Change China’s government verbally instructed the country’s largest oil refiners to suspend diesel and petrol exports immediately, sources said. Why it matters Refined fuel shipments abroad are paused, removing China’s diesel and petrol export volumes from seaborne trade flows while the suspension is in effect. The excerpt links the instruction to disrupted crude arrivals tied to conflict in the Persian Gulf. Business Times · 12:01 AM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
MARKET STRUCTURE · REGULATORY · USA US Treasury issues licence allowing Venezuelan gold sales to US Change On 6 Mar 2026, the US Treasury issued a limited licence allowing Venezuela’s state-run miner Minerven and its subsidiaries to export, transport, and sell Venezuelan gold to the United States. Why it matters Only Minerven-linked Venezuelan gold transactions that meet the licence limits can use this channel, and exchanges involving Cuba, North Korea, Iran, or Russia are barred. Payments to sanctioned individuals are constrained to route through Treasury Foreign Government Deposit Funds accounts. Al Jazeera · 10:09 PM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
MARKET STRUCTURE · REGULATORY · USA CBP readies system for tariff refunds Change US Customs and Border Protection told the US Court of International Trade it is preparing a system to process refunds for illegally collected Trump-era tariffs within 45 days without requiring importers to sue. Why it matters Importers would have an administrative pathway to obtain refunds without filing lawsuits. The process covers an estimated $166bn held in relation to the tariffs and about 330,000 importers. The Guardian · 8:01 PM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link
MARKET STRUCTURE · REGULATORY · INDIA US Treasury waives rules for stranded crude Change The US Treasury issued a 30-day waiver allowing Indian refiners to purchase Russian crude cargoes currently stranded at sea. Why it matters For 30 days, Indian refiners can execute purchases only for Russian crude already stranded at sea, creating a narrow, time-limited channel for those specific cargo transactions. Economic Times · 10:37 AM More actions Like (sign in) Save (sign in) Share Facebook LinkedIn X / Twitter Copy link