By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Novo Nordisk faces patent cliff questions as Wegovy growth slows
Novo Nordisk heads into Monday facing investor pressure to outline a growth plan beyond Wegovy. With semaglutide patents expiring early next
Oil slides on Iran diplomacy hopes; AI demand lifts chip stocks
Oil prices slipped to a more-than-a-week low on hopes that diplomacy over Iran's conflict could ease supply fears, while chipmakers rallied
Red Avenue New Materials launches HK IPO to raise up to HK$3 billion
Red Avenue New Materials Group has launched a Hong Kong IPO, aiming to raise up to HK$3 billion. Shares are being marketed at HK$39-HK$44, w
Catalyst Metals' Cinnamon gold resource jumps 370% to 541,000 ounces
Catalyst Metals has revealed a much larger gold resource at its Cinnamon deposit in Western Australia, up 370% to 541,000 ounces. The upgrad
Yen steadies near 156.64 as traders watch for Tokyo intervention
The yen steadied near 156.64 per dollar after a rough week, as traders watched for possible Tokyo intervention. The Bank of Japan's rate hik
Ramelius boosts gold output target to 610,000 oz by 2030
Ramelius Resources has raised its fiscal 2030 gold production target to 560,000-610,000 ounces and increased spending on its Mt Magnet plant
Vietnam's FTSE upgrade could pull $6 billion into local stocks
Vietnam has been added to FTSE Russell's emerging markets indexes, a milestone that could attract billions in passive investment. The phased
Telix's $1.65B ITM deal: a supply-chain play for radiopharma
Australia's Telix Pharmaceuticals is acquiring Germany's ITM for about $1.65 billion, with up to $700 million tied to the approval and sales
Hong Kong pushes to expand dim sum bond market as yuan issuance surges
Hong Kong is pushing to grow its dim sum bond market, with yuan-denominated issuance reaching about 350 billion yuan in the first half. Offi
China's CXMT starts mass production of fifth-gen DRAM chips
China's memory chipmaker CXMT says it has begun mass-producing its fifth-generation DRAM, built on an 11.95-nanometer platform. The new proc
Nippon Life Plans $12.75B Push Into US Data Center Loans
Nippon Life, one of Japan's largest insurers, is preparing 2 trillion yen ($12.75 billion) for project-finance loans tied to infrastructure,
When diversification isn't as diverse as it looks: what to do
Traditional diversifiers like value stocks and small caps are increasingly moving with tech and AI. Here's how global infrastructure can hel