By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
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
Apple and Huawei Defy China's Smartphone Slump as Rivals Raise Prices
China's smartphone market shrank for the fifth straight quarter in Q2, with shipments down 4.3%. Apple and Huawei bucked the trend by holdin
Chinese Stocks Slide as CXMT's $4 Billion IPO and Middle East Tensions Weigh on Markets
Chinese and Hong Kong shares slipped Tuesday as a massive IPO from Changxin Memory Technologies and rising Middle East tensions dampened ris
Polymetals' Endeavor Mine Revenue Jumps to AU$45.8M on Higher Ore Output
Polymetals Resources saw June quarter revenue at its Endeavor silver-zinc mine rise to AU$45.8 million, up from AU$27.8 million last quarter
China's CXMT Aims for $4.35 Billion Shanghai IPO, Potentially Asia's Largest This Year
ChangXin Memory Technologies (CXMT) has launched its IPO book-building to raise 29.5 billion yuan ($4.35 billion) ahead of a July 27 listing
Japan Earnings Season: Profits Lift Sansan and Sakata Seed, Money Forward Falls on Loss Guidance
Sansan and Sakata Seed rose on full-year profits, while Money Forward fell after guiding to a loss. The market is rewarding clear profitabil
China's Iron Ore Imports Jump 15% in June to Six-Month High on Lower Prices and Stronger Shipments
China's iron ore imports hit a six-month high in June, rising 15% from May to 112.69 million metric tons. Lower prices and increased shipmen
Rupee Under Pressure as Oil Hits $85.64 and US Yields Rise on Fed Hawkishness
Brent crude rose to $85.64 a barrel and US Treasury yields hit 17-month highs after Fed Governor Christopher Waller signaled possible rate h