By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Singapore shares flat as AI valuations spark caution; Koh Brothers, First Sponsor diverge
Singapore's benchmark STI finished unchanged as concerns over pricey AI stocks tempered sentiment. Koh Brothers dropped after reporting a fi
Nippon Steel lifts profit outlook 32% as US Steel acquisition pays off
Nippon Steel boosted its FY2026 profit outlook by 32% after a sharp quarterly turnaround, with its newly acquired US Steel unit driving gain
FTSE 100 rebounds as BP profit doubles and copper prices climb
The FTSE 100 rose 0.3% as BP's profit beat and stronger copper prices boosted miners. The index ended a three-session slide, with energy and
India's LIC slides as government launches discounted stake sale
India's biggest insurer, LIC, dropped after the government said it will sell up to 6.5% of the company at a discount. The sale could boost p
Yen's Monday Jump Leaves Traders Guessing on Third Intervention
The yen jumped to 155.20 per dollar on Monday, but Bank of Japan data suggests officials may not have stepped in again. After confirmed join
Huawei scientist: faster data links, not smaller chips, are next
In a four-hour interview, Huawei's Liao Heng argued that chip gains will increasingly come from faster data movement, not smaller transistor
Synthomer lifts profit outlook as cost cuts boost first-half earnings
Synthomer lifted its full-year profit and cash flow outlook after first-half core profit rose 13.4% to £96.7 million. The UK specialty chemi
Stocks edge up as oil's Hormuz bounce keeps geopolitics in focus
European shares and US futures edged higher, but oil's climb toward $85 after new shipping attacks in the Strait of Hormuz kept geopolitical
Nippon Steel returns to profit as US Steel becomes top earner
Nippon Steel swung back to profit in the June quarter and lifted its full-year forecast, saying its newly acquired US Steel is now the group
South Korea fast-tracks 20% cap on single-stock leveraged ETFs
South Korea is fast-tracking tighter rules for single-stock leveraged ETFs, including a 20% cap per investor, after a retail trading burst c
Toyota raises profit forecast and buyback, but shares slip on weak quarter
Toyota raised its full-year profit forecast and announced a 1 trillion yen buyback, but shares slipped 2.3% after quarterly profit fell shor
HSBC profit jumps 23% on higher rates and wealth fees
HSBC reported a better-than-expected 23% jump in first-half profit, lifted by higher interest rates and stronger wealth management fees. The