By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Kadokawa CEO Survives Vote but Shareholder Revolt Signals Governance Shift
Kadokawa CEO Takeshi Natsuno survived a shareholder vote but saw support plunge to 59.68% after activist Oasis Management sought his ouster.
Micron's $22 Billion AI Signal Lifts China Tech Stocks 4%
China's tech-heavy STAR 50 index climbed 4% after US chipmaker Micron reported a strong forecast and $22 billion in customer commitments. Th
China Steel Demand Slump Pressures Coking Coal, But Supply Snags Limit Drop
Coking coal and iron ore futures slipped after Mysteel data showed a 6.5% weekly drop in China steel consumption. However, supply disruption
H.B. Fuller to Acquire Advanced Medical Solutions in £715 Million Cash Deal
H.B. Fuller is acquiring Advanced Medical Solutions for £715 million in cash, paying 285 pence per share. The deal, backed by the UK firm's
Engcon Brings Back Founder as CEO as Berenberg Cuts Price Target on Weak Margins
Swedish excavator attachment maker Engcon is bringing back founder Stig Engström as CEO. Berenberg maintained its Buy rating but cut its pri
Micron's AI Demand Signal Drives Nikkei to Record Close, Chip Stocks Surge
Micron's strong forecast and $22 billion in customer commitments for AI memory chips sparked a rally in Japanese chip stocks, pushing the Ni
EasyJet Rejects £4.93 Billion Castlelake Bid Again, Opens Limited Data Room
EasyJet has turned down Castlelake's fourth, higher offer of £4.93 billion, saying it still undervalues the airline. The company will share
China's Top Retailers Push Store Brands to 20% of Fast-Moving Inventory, S&P Says
S&P Global Ratings expects private-label goods to hit 20% of top chains' fast-moving inventory within eight years. Store brands averaged 16%
GIC Re Targets 40% Overseas Share by Shifting Away from Catastrophe Risk
GIC Re is reshaping its overseas business, aiming to increase international exposure from 25% to 40% over 3-5 years. The shift away from pro
Berenberg Cuts Tryg Price Target on DKK1.2 Billion Reserve Charge, Trims Buyback Hopes
Berenberg has turned more cautious on Tryg, cutting its price target to DKK160 after the insurer flagged a DKK1.2 billion one-off reserving
Credit Agricole Boosts Banco BPM Exposure to 29.9% via Derivatives, Pressuring Italy
Credit Agricole has lifted its economic exposure to Banco BPM to 29.9% via derivatives, just below a key takeover threshold. The move tighte
Tokyo Stock Exchange Plans Major Upgrade to Handle Surging Trading Volumes
The Tokyo Stock Exchange is upgrading its Arrowhead trading system to handle up to 1.5 billion trades daily. The move aims to reduce operati