By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Debenhams brings back Iain McDonald as chair after equity raise
Debenhams has brought back Iain McDonald as board chair, months after he stepped aside so his fund could join the retailer's equity raise. T
Asian chip stocks rally as BoJ raises rates to 31-year high
South Korea and Taiwan chip stocks led emerging-market gains as investors leaned into AI-linked hardware, even as the Bank of Japan raised i
Daimler Truck's tech pitch faces China pricing test, analyst says
Mwb Research kept a sell rating on Daimler Truck after the IAA Transportation show, warning that cheap Chinese electric trucks could squeeze
Apple Pay set for India debut next month via Axis Bank cards
Apple Pay is reportedly launching in India as soon as next month, starting with Axis Bank credit cards. The move marks Apple's entry into a
China's copper demand lifts import premiums to two-year high
Copper prices held firm this week as Chinese buyers paid a premium for imported metal, pushing the Yangshan import premium to its highest si
IAG drops KPMG from 2027 audit tender after long tenure
IAG will hold its next audit tender in 2027 and won't invite KPMG, ending a relationship dating to its 2000 ASX listing. The move comes amid
CSI 300 braces for half-year earnings deluge from Sany, COSCO
China's CSI 300 index heads into a packed week of half-year 2026 earnings, with major names like Sany, COSCO, and Xinjiang Daqo set to repor
Abacus sells Storage King stake for AU$284.8M to cut debt
Abacus Group is selling its 19.6% stake in self-storage operator Storage King for AU$284.8 million. The proceeds will be used to pay down de
Gold edges up as dollar softens, but rate worries cap gains
Gold ticked up 0.3% to $4,352.60 as the dollar softened and oil prices slipped. But traders remain torn between Middle East tensions and sig
Japan's bond yields dip as investors await BOJ rate decision and Ueda's cues
Japanese government bond yields slipped Friday as investors braced for the Bank of Japan's widely expected rate move to 1.25% and sought clu
OpenAI launches Astra for Law to embed AI in legal work
OpenAI has launched Astra for Law, a legal-specific version of its GPT-6 Astra model bundled with US legal materials and integrations with t
YETI's 2030 growth targets lift consumer stocks, Lucid jumps 6%
YETI climbed 3.3% after unveiling growth targets through fiscal 2030, boosting consumer stocks. Lucid jumped more than 6% as it wrapped up i