By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Japan's Ruling Party Targets Activist-PE Deal Ties With New Governance Rules
Japan's Liberal Democratic Party is drafting rules to tighten shareholder proposals and appraisal rights, targeting activist-PE collusion in
ASX Dips 0.5% as Wall Street Tech Sell-Off Fuels AI Overcapacity Worries
Australian stocks slipped 0.5% as Wall Street's tech rout reignited fears that the AI spending boom could lead to overcapacity. Brent crude
Italian Police Demand Supply-Chain Records from Nine Luxury Brands Amid Worker Exploitation Probe
Italian police visited nine luxury fashion houses to demand governance and supply-chain records as prosecutors probe alleged worker exploita
Taiwan Chip Stocks Tumble 6% Despite TSMC's Record Profit as AI Optimism Fades
Taiwan's stock market fell about 6% to a five-week low on Friday, despite TSMC posting record quarterly profit. Investors took profits as AI
RBI Funding Curbs Slam Brakes on India's Derivatives Trading Boom
India's equity derivatives market is cooling sharply in July after the RBI tightened funding rules. Turnover has dropped nearly a third, and
Berenberg Raises ASML Price Target After Stronger 2026 Margin Guidance
Berenberg raised its ASML price target to €2,100 after the company's Q2 2026 update revealed revenue guidance of €43-45 billion and a gross
Mainfreight Eyes Profit Rebound in Fiscal 2027 After Slump, Jarden Says
Broker Jarden expects Mainfreight's profit to grow 11% in fiscal 2027 after a NZ$230 million slide from its 2023 peak. Early trading data su
Yuan Slips as Middle East Tensions Boost Dollar Demand
China's yuan slipped Friday as fresh Middle East risks drove investors toward the US dollar. The currency traded at about 6.775 per dollar,
Databricks Hits $188 Billion Valuation in Coatue-Led Funding Round
Databricks has signed a term sheet for a strategic funding round led by Coatue, valuing the data-analytics firm at $188 billion. The round,
Oil Surge and Weaker Rand Hit African Markets as Middle East Tensions Escalate
Oil's sharpest weekly gain in three months and a weaker South African rand are rattling African markets. Traders are watching pressure point
CPE Technology and Japan's Kanekita Form Joint Venture for Chip Equipment Components
CPE Technology and Japan's Kanekita are forming a joint venture to make components for semiconductor manufacturing equipment. Production is
Talga Signs Japan LOI, Targets September Term Sheet for Swedish Anode Supply
Talga Group has signed a non-binding letter of intent with Japan's Dainen Materials for Talnode-C anode material from its planned Vittangi s