By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Indian Stocks Edge Higher as Tech Mahindra Earnings Beat Lifts IT Sector
Indian stocks opened higher Friday, with the Nifty 50 up 0.38%, as IT shares rallied after Tech Mahindra reported better-than-expected quart
Japan Bets $2.4 Billion on Humanoid Robots to Regain AI Edge; Energy IPOs Surge
Japan's Noetra project aims to build an AI model for humanoid robots, partnering with Nvidia. Meanwhile, energy IPOs hit a record $12.6 bill
Yen Could Slide to 170 Before Policy Relief, RSM Economist Warns
Japan's yen could weaken to 170 per US dollar before policymakers can stabilize it, says RSM's Joe Brusuelas. Past intervention faded, and B
Palm Oil Slips Friday but Stays on Track for Second Weekly Gain
Palm oil futures in Malaysia slipped Friday as Chinese vegetable oils softened, but the benchmark contract is still heading for a second wee
AMP Shares Surge to Nine-Month High on Upgraded Half-Year Profit Forecast
Australian wealth manager AMP raised its first-half 2026 underlying profit forecast to A$170-180 million, sending shares to a nine-month hig
Moonshot's Kimi K3 Pushes Open-Weight AI Near GPT-5.5 Performance
Moonshot's Kimi K3, with 2.8 trillion parameters and a 1 million-token context window, tests near top US models. Its open-weight release cou
Japan's Bond Yields Diverge as 10-Year Edges Up, 20-Year Falls on Strong Auction Demand
Japan's government bond market showed mixed signals as the 10-year yield ticked up to 2.715% while 20-year yields fell after strong demand a
Regis Resources Stock Drops 9% After Gold Inventory Error Discovered
Regis Resources corrected its gold inventory after 4,391 ounces were mistakenly recorded as poured bullion. The stock fell nearly 9% Friday
Asia's Stock Exchanges Push for Cross-Border Investing to Attract Capital
Leaders of major Asian stock exchanges are pushing for tighter market links to make cross-border investing easier. Thailand's depositary rec
Rare Earth Costs Jump 22% for Japanese Manufacturers, Squeezing Margins
Japanese manufacturers face a 22% rise in rare earth costs, driven partly by China's export controls. Most firms are absorbing the hit, sque
PC Gold Buys Former Iron Camp for AU$770K to Accelerate Spring Hill Project
PC Gold has purchased a former iron mining camp for AU$770,000 to support its Spring Hill Gold Project. The ready-made facility includes 64
Intuitive Surgical Beats Q2 Estimates but Stock Falls 9% on Steady 2026 Outlook
Intuitive Surgical reported strong Q2 results, with da Vinci procedure volumes up 15% year-on-year and earnings beating estimates. However,