By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Hong Kong Stocks Rise on Strong China Trade Data, Oil Climbs on Iran Blockade Threat
Hong Kong stocks ticked up after China's June trade data topped expectations, with exports up 27% and imports up 36%. But oil prices climbed
Watches of Switzerland Beats Forecasts as US Sales Surge 24%
Watches of Switzerland reported fiscal 2026 sales of £1.83 billion, beating analyst estimates, driven by a 24% jump in US sales. The US now
Ericsson Beats Q2 Profit Forecasts as AI Drives Up Component Costs
Ericsson reported a better-than-expected profit for the second quarter, helped by cloud services. However, the company warned that AI-driven
European Stocks Slip as US-Iran Tensions Drive Oil Higher, Airlines Hit
The STOXX 600 fell 0.4% as US-Iran tensions drove oil higher, hitting airlines while lifting energy stocks. BP rose 3% on the oil surge, but
South Korea's Tech Rally Meets Looming Rate Hike as KOSPI Rises
South Korean stocks rose Tuesday as chip giants Samsung and SK Hynix surged, but the rally was narrow. Economists expect the Bank of Korea t
Robert Walters Net Fees Dip 4% as Hiring Slowdown Hits Asia and Europe
Robert Walters saw second-quarter net fees fall 4% as hiring slowed across Asia-Pacific and Europe. The recruiter is turning to cost cuts an
Spire Healthcare Chair Switch Adds Twist to £1 Billion Takeover Talks
Spire Healthcare is replacing chair Ian Cheshire with board member Debbie White as Toscafund considers a £1 billion takeover. The handover a
South Africa's Rand Holds Near Two-Week Low as Mining Data and US Inflation Loom
South Africa's rand hovered near a two-week low against the dollar as traders weighed geopolitical risks from Iran and looked ahead to key m
Indonesian Miner Amman Mineral Targets 162,662 Tons of Copper Cathode in 2026 After Smelter Ramp-Up
Indonesia's PT Amman Mineral Nusa Tenggara expects a big year for copper output in 2026. After finishing its smelter ramp-up in April, the m
Gold Rebounds 0.8% as Markets Await US Inflation Data and Fed Rate Decision
Gold rebounded 0.8% from a two-week low as markets await June's US inflation data. Rising odds of a September Fed rate hike and renewed Midd
Superb AI Taps Mirae Asset for South Korea Tech Listing
Superb AI, a computer vision AI startup, has selected Mirae Asset Securities to lead its IPO plans in South Korea. The company has raised 63
New Zealand Shares Dip 0.52% as US-Iran Tensions Rattle Global Markets
New Zealand's benchmark stock index slipped 0.52% as fresh US-Iran tensions over shipping lanes unsettled investors. The decline came even a