By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Coca-Cola Set to Report Steady Q2 Earnings as Price Hikes Drive Growth
Coca-Cola is expected to report steady second-quarter results on July 28, with UBS forecasting earnings of $0.94 per share and organic reven
TSX Dips 0.2% as Bank Stocks Fall, Tech Holds Steady Amid Cooler Inflation
Canada's main stock index edged down 0.2% on Monday, dragged by bank stocks even after a cooler-than-expected June inflation print. Tech sha
Replenish Nutrients Secures C$15M from SRC Agrominerals for Pellet Plant
Replenish Nutrients has secured C$15 million from SRC Agrominerals to build a 150,000-metric-tonne pelletizing facility. The deal gives SRC
Morgan Stanley Prefers Bunge Over ADM for Long-Term Gains on Viterra Deal
Morgan Stanley expects both Bunge and ADM to beat Q2 earnings estimates by about 3%, but favors Bunge for the long run. The bank sees more u
Zinc Rally May Fade as Steel Demand Weakens, Analysts Warn
Zinc has rallied over 13% in 2026, topping $3,650 per ton, but analysts warn the metal could slip to $3,000-$3,100 by Q4 as steel demand wea
TSX Futures Edge Higher as Investors Await June Inflation Data Amid Oil Jitters
Canadian stock futures edged up 0.3% as investors await June inflation data. Choppy oil prices and US-Iran tensions add uncertainty, while m
BofA Restarts Experian Coverage with Buy Rating, Sees AI as Opportunity
Bank of America has restarted coverage of Experian with a buy rating, highlighting the company's proprietary data and embedded services as k
Hong Kong Exchange Considers Longer Trading Hours, Evening Session to Match Global Markets
Hong Kong Exchanges and Clearing is considering extending trading hours, including an earlier 9 a.m. start and a potential evening session.
Sugar Prices Slip as Brazil Harvest Weather Boosts Supply, China Demand Weakens
Raw sugar prices eased to 14.77 cents per pound as warm, dry weather in Brazil keeps the harvest on track. Meanwhile, China's June sugar imp
Chip Stocks Drive Nearly Half of S&P 500 Q2 Earnings Growth Amid Volatility
Chipmakers are expected to account for roughly 44% of the S&P 500's second-quarter earnings growth. Yet the PHLX Semiconductor Index has bec
PayPal Board Skeptical of $53 Billion Take-Private Offer from Stripe and Advent
PayPal has received a $53 billion take-private offer from payments rival Stripe and buyout firm Advent International. However, the board is
Singapore Stocks Edge Lower as Oil Jitters and IREIT Global Dispute Weigh on Sentiment
Singapore stocks slipped 0.2% on Monday as rising oil prices from Middle East tensions rattled markets. IREIT Global tumbled over 5% after a