By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Anthropic Relaunches Mythos 5 for Select Firms; Comcast to Spin Off NBCUniversal
Anthropic's Mythos 5 AI model is back online for a select group of companies and agencies after a government-ordered shutdown. Meanwhile, Co
Yuan Holds Near 6.79 as Exporters Convert Dollars and PBOC Fix Signals Support
China's yuan held near 6.79 per dollar as exporters converted dollar receipts into yuan, adding supply to the onshore market. A strong PBOC
India's 10-Year Bond Yield Nears 6.75% on Foreign Buying and Cheaper Oil
India's 6.94% 2036 bond yield fell to 6.7515% on Monday, driven by foreign buying and softer oil prices. The rally reflects optimism over po
Japanese Retail Investors Hold Record 16 Trillion Yen Cash as Nikkei Wobbles
Japanese retail investors are sitting on nearly 16 trillion yen in cash, near record highs, as the Nikkei 225 swings after hitting 72,366. T
Asia's Chip Rally Soars but Foreign Cash Flees as Dollar Strengthens
Asia's stock markets posted huge gains in the second quarter, driven by chip stocks, but foreign investors continued to sell. A stronger dol
Jiangxi Qiyunshan Food Aims to Raise HK$200M in Hong Kong IPO
Jiangxi Qiyunshan Food, a Chinese fruit snacks maker, is going public in Hong Kong. The IPO aims to raise up to HK$200 million, with shares
Shanghai Composite Slips 0.4% as Mixed US-Iran Signals Offset Slight PMI Improvement
China's Shanghai Composite dipped 0.4% as markets weighed slightly better June PMI data against confusing signals on potential US-Iran talks
Singapore Container Depot Operator EKH Launches Hong Kong IPO to Fund Mega Depot
Singapore container depot operator EKH has launched a Hong Kong IPO, targeting up to HK$138.3 million. Proceeds will fund construction of it
Five Chinese Tech Firms File for Hong Kong IPOs Totaling Up to HK$44.1 Billion
Hong Kong had one of its busiest IPO days of the year as five China-linked tech and advanced manufacturing companies launched share sales ta
Chaozhou Three-Circle Aims to Raise HK$7.16 Billion in Hong Kong IPO with Temasek Backing
Chaozhou Three-Circle, a Chinese electronic components maker, has started marketing its Hong Kong IPO, targeting up to HK$7.16 billion. Tema
Yen Plunges to 40-Year Low Near 162 per Dollar as Markets Await US Jobs Data
The yen has weakened to its lowest level in 40 years, trading near 162 per US dollar. Investors are watching for potential intervention from
Nikkei 225 Surges 1.36% as Tech Stocks Rebound and US-Iran Tensions Ease
Japan's Nikkei 225 jumped 1.36% in early Tuesday trading, lifted by a tech sector rebound and a calmer geopolitical backdrop after the US an