Norway is preparing to rethink one of the most consequential taboos in sovereign investing. After two decades of excluding major defense primes tied to nuclear weapons systems, Oslo has set in motion a formal review that could let its $2.1 trillion Government Pension Fund Global buy into the sector from 2027. Parliament voted on Nov. 4 to reopen the fund’s ethical guidelines, tasking a commission to deliver recommendations by October 2026 for a June 2027 vote.

If the rules change, the world’s largest wealth fund could add stakes in roughly fourteen contractors with a combined market value near $1 trillion, names like Lockheed Martin, Boeing, Airbus, BAE Systems, Safran, Thales, Northrop Grumman, General Dynamics, L3Harris, and others previously off-limits because of their involvement in nuclear weapon components.

A group of U.S. solar panel manufacturers has urged the Commerce Department to consider imposing retroactive duties on imports from Vietnam and Thailand. This request comes amid ongoing investigations into alleged unfair trade practices, where these countries are accused of selling silicon solar cells and panels at…

Chinese firms operating in the European Union report that the business climate has worsened yet again, marking a sixth straight year of deterioration. In a new survey of roughly 200 companies and organizations conducted for the China Chamber of Commerce to the EU, respondents gave the bloc’s overall business environment a score of 61, down notably from 73 in 2019 and a notch lower than last year.

Companies point to higher labor costs, tighter political scrutiny, and a thicket of procedural hurdles as the day-to-day pressures. They also single out weaknesses in practical market access, research collaboration, and the availability of digital and technical talent, all of which complicate expansion plans and product localization.