By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Late-Cycle Chaos: Why Markets Flash Red Flags But No Clear Peak Yet
Markets are sending late-cycle warning signals with sharp swings in tech, crypto, and South Korean stocks. But strategists at JPMorgan, Barc
Allspring Eyes European Asset Managers for Bolt-On Growth Deal
Allspring Global Investments is looking to acquire smaller asset managers in Europe to boost its international business. CEO Kate Burke says
Buffalo Potash Raises C$14M First Tranche for Saskatchewan Project, Stock Dips
Buffalo Potash raised C$14 million in the first tranche of an upsized private placement to fund exploration at its Disley Project. The stock
Bernstein Boosts GSK Price Target on Long-Acting HIV Drug Pipeline
Bernstein has raised its price target for GSK to £28.25 after building a new model that projects the company's HIV franchise can sustain gro
Dollar Surge Pressures Yen, Gold, and Bitcoin as Rate Hike Bets Return
The US dollar is surging as traders bet on another Fed rate hike, pushing the yen near 162 per dollar and dragging gold and bitcoin lower. T
Sundaram Finance Returns to Bond Market with 7.74% Yield on August 2028 Reissue
Sundaram Finance is back in the rupee bond market, reopening its 7.75% August 2028 notes at a 7.74% yield. The AAA-rated nonbank lender aims
Beam Global Relocates EV Charger Production from California to Arizona, Targeting $400K Savings
Beam Global is shifting its EV charging equipment manufacturing from California to Yuma, Arizona. The move is expected to save about $400,00
Ghosn Warns Nissan Shareholders Have 'Had Enough' as Turnaround Stalls
Carlos Ghosn says Nissan shareholders have 'had enough' after a failed comeback bid at the annual meeting. He warns the automaker has lost d
TSX Futures Edge Up on AI Chip Optimism, but Oil and Metals Weigh
TSX September futures climbed 0.3% early Thursday after strong AI-chip forecasts from Micron and Qualcomm lifted sentiment. However, falling
China's Z.ai Plans Shanghai Listing After Open-Source AI Model Rivals US Giants
Z.ai, the Chinese AI company behind the open-source GLM-5.2 model, is planning a Shanghai dual listing to fund its artificial general intell
Africa's FX Markets Steady as Month-End Dollar Demand Pressures Ghana and Uganda
Africa's frontier currencies are heading into a quiet stretch, with Zambia's kwacha and Kenya's shilling expected to trade steady. Ghana's c
Volkswagen to Sell 51% of Engine Unit Everllence to Bain Capital for €7.4 Billion
Volkswagen is selling 51% of its engine unit Everllence to Bain Capital in a deal worth €7.4 billion. The sale gives the carmaker more finan