By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Berenberg: PSP Swiss Property on Track for 2026 Goals
Berenberg says PSP Swiss Property's first-half results came in line with expectations, keeping its CHF 168 price target. The bank flags that
SK Hynix unveils $29B buyback to reward AI boom investors
SK Hynix will buy back and cancel 40 trillion won ($28.61 billion) of its shares, returning more than half of its 2025-2027 free cash flow.
European stocks flat as gold lifts miners, tech slips on yields
European stocks were flat as gold's rally lifted miners, but tech slipped on higher bond yields and a subdued Anthropic revenue report. Inve
SQM's Lithium Rebound Drives Q2 Profit Past Analyst Forecasts
SQM, the world's second-largest lithium producer, reported $660 million in Q2 net profit, beating analyst forecasts. The rebound follows a w
Charles Schwab expands Hyderabad tech hub to 2,000 staff by 2027
Charles Schwab is growing its Hyderabad tech hub to about 2,000 employees by 2027, shifting contractor work in-house. The move signals tight
Emerging Asia stocks slide as oil above $90 and 30-year Treasury yield near two-decade high
Emerging Asian stocks slipped as oil prices held above $90 a barrel and the US 30-year Treasury yield touched its highest level in nearly tw
ASR beats half-year capital targets under new CEO
ASR Nederland beat half-year capital generation expectations, posting €773 million in organic capital creation and a 222% solvency ratio. Th
NZ shares edge higher as producer prices show lingering inflation
New Zealand's benchmark index gained 0.46% to 13,929.67, bucking a weaker session on Wall Street. New data showed producer prices rose 4.1%
Lyntris prices IPO at $17.50, raising $297.5M below range
Lyntris, a battlefield-sensor maker, raised $297.5 million in its NYSE debut, pricing 17 million shares at $17.50—below its $19–22 range. Th
CSC Financial's First-Half Profit Jumps 69% on Trading Strength
CSC Financial's first-half profit surged 69% to 7.64 billion yuan, powered by a 61% rise in trading and institutional client services. The f
Italy's markets await key data on foreign bond holdings
Italy's central bank publishes June balance of payments and foreign holdings of Italian bonds on Tuesday. The data will show whether global
Yuan firms as PBOC sets strongest midpoint in months, dollar slips
The yuan firmed as US Treasury yields pressured the dollar, and the PBOC set its strongest daily midpoint since February. Investors now watc