By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Paytm stock nears IPO price after strong quarter and UPI fee talk
Paytm's stock is back near its 2,150-rupee IPO price after a strong quarter. A proposed 0.4% UPI fee on large merchant transactions could ad
SK Hynix and Intel explore US memory chip production deal
SK Hynix and Intel are discussing a deal that could bring memory chip manufacturing to the US, possibly at Intel's Ohio site. Options includ
Grenergy and Técnicas Reunidas launch €50M buybacks as ACS units win global contracts
Two Spanish firms, Grenergy and Técnicas Reunidas, each authorized €50 million share buybacks. Meanwhile, ACS-linked units continued to win
Hong Kong's 2026-2030 Plan Puts ASEAN Finance and Offshore Yuan at Core
Hong Kong's new five-year plan for 2026-2030 focuses on deepening financial integration with Southeast Asia and expanding offshore yuan acti
Chinese exporters keep selling dollars but hedge less, data shows
Chinese exporters kept converting dollar earnings into yuan in August, extending a 16-month streak. But forward FX settlement fell to a six-
RBC warns Porsche's China slump could stretch into 2027
RBC Capital Markets has cut its price target for Porsche to €40, warning that weak demand in China could drag on into 2027. The bank sees de
RBC upgrades Fisher & Paykel on hospital growth and profit beat potential
RBC Capital Markets has upgraded Fisher & Paykel Healthcare to 'outperform,' saying the medtech company still has room to grow in hospitals
Investors pay up for market protection ahead of Fed decision
Options data shows investors are paying more for downside protection ahead of Wednesday's Fed decision. The S&P 500 put skew has risen, sign
India's Nifty, Sensex rebound from five-month low as Fed decision looms
India's Nifty 50 and Sensex bounced 0.5% early Wednesday after touching a five-month low, but gains were limited by rising oil prices and in
Oil tops $100 and mortgage rates pass 7%: what it means for you
Oil has surged past $100 a barrel and US 30-year mortgage rates have topped 7%. Both moves signal persistent inflation pressures and could r
Global Lithium's Manna project gets cheaper, faster via Nova plant
Global Lithium says its Manna lithium project could be built faster and with less upfront cash after an integration study proposed using the
ASX edges higher as energy stocks rally on oil supply fears
The S&P/ASX 200 edged up as energy shares led gains on Middle East supply concerns, while investors braced for a widely expected 25-basis-po