By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
BOJ officials' speeches set stage for expected September rate hike
Japan's central bank is lining up speeches from key officials ahead of its September 17-18 policy decision, widely expected to include anoth
Westpac sees Australia's housing slump as short-lived with RBA on hold
Westpac says Australia's housing market is cooling again, but the slowdown should be short-lived. The bank expects the RBA to keep rates on
China, Hong Kong stocks rise as July semiconductor exports nearly double
China and Hong Kong stocks climbed after July export data revealed semiconductor shipments nearly doubled in value year-on-year. The CSI300
Gold posts best week since January as oil slides and jobs data looms
Gold climbed above $4,260, logging its best week since January. Falling oil prices and the July nonfarm payrolls report are shaping expectat
Tencent and JD.com kick off Hong Kong's busy earnings week
Tencent reports Q2 results after the close on Aug 12, with JD.com following on Aug 13. The pair kick off a busy week of half-year reports in
Rupee faces oil pressure near $84 Brent ahead of US jobs data
Brent crude's climb toward $84 a barrel on fresh Strait of Hormuz tensions is set to weigh on India's rupee, with traders eyeing RBI interve
China stocks open mixed as investors rotate from tech to coal
Chinese stocks opened mixed on Friday as early fund flows showed investors trimming tech positions and adding to defensive corners like coal
Nvidia-backed Firmus raises $2B to build AI data centers across Asia-Pacific
Firmus, an Australian AI-infrastructure company, raised $2 billion at a valuation above $10.5 billion. The funding, backed by Nvidia and oth
ASX slips as Iran Hormuz threat lifts oil, yields
Australian stocks slipped after reports that Iran could restrict Strait of Hormuz traffic lifted oil prices and pushed Treasury yields highe
Lycopodium wins AU$93M EPCM deal for Blackwater mine expansion
Australian engineering firm Lycopodium has won a AU$93 million contract to manage the expansion of Artemis Gold's Blackwater mine in British
Nordic earnings diary: Maersk, Vestas, Sampo report next week
Next week brings a wave of Nordic earnings, with Maersk, Vestas, and Sampo reporting. The timing of releases can shape how markets react, so
Oil spike on Hormuz fears weighs on Australian shares
Australian shares are expected to open lower after crude oil jumped more than $3 a barrel on reports Iran may restrict US and Israeli vessel