By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Yuan Hovers Near One-Month Low as Strong Dollar and Record Trading Volume Weigh
China's yuan is under pressure near a one-month low as the dollar strengthens on expectations of higher-for-longer US interest rates. Record
Japan Bond Yields Dip as Oil Retreats, Focus Shifts to 20-Year Auction
Japan's 10-year government bond yield slipped 4 basis points to 2.625% as falling oil prices tempered inflation worries. Attention now turns
Anthropic Accuses Alibaba of Stealing AI Know-How via Fake Accounts
Anthropic told US lawmakers that Alibaba ran a large-scale 'distillation attack' to train its Qwen model on Claude outputs. Alibaba shares f
Tian An China Extends $1.1B Loan Repayment to Ease Shenzhen Project Pressure
Tian An China Investments has extended the repayment date on 1.1 billion yuan in shareholder loans to its Shenzhen joint venture, moving it
Indian Stocks Poised for Gains as Oil Drops and Asian Markets Rally
Indian stocks are set for a firmer open as oil prices cool and Asian shares rally. Brent crude fell 1.8% to $72.4 a barrel after tankers mov
Tourism Holdings Jumps 12% on NZ$3.30-3.40 Takeover Approach from Unnamed Strategic Buyer
Tourism Holdings shares jumped 12% after an unnamed strategic buyer floated a NZ$3.30-3.40 per-share takeover offer. The proposal is non-bin
Oil's 4% Plunge Sets Stage for Firmer Australian Open as Energy Worries Ease
Australian shares are poised for a firmer open on Thursday after crude oil dropped more than 4%, calming supply concerns. Investors are also
Tasmea Targets AU$202-208 Million FY2027 EBITDA, Eyes 70% Earnings Growth
Tasmea, an ASX-listed services group, has set a new FY2027 underlying EBITDA target of AU$202-208 million. The company says this implies mor
Safepoint Abruptly Withdraws $283M IPO as Florida Insurer Cites Company-Specific Issues
Safepoint, a Tampa-based Florida home insurer, withdrew its planned $283.3 million IPO at the last minute, even as other companies continue
Codelco Weighs Asset Sales and Partnerships as Chile Pressures Its Copper Giant to Boost Output
Codelco's chairman Bernardo Fontaine has launched a three- to four-month review that could lead to asset sales, project delays, or new partn
Blue Moon Metals Secures Key Permits and EPC Contract for Norway's Nussir Mine, Targets 2027 Production
Blue Moon Metals has secured key permits and an EPC contract for its Nussir mine in Norway, moving the project from regulatory approval to c
Qualcomm Targets $40B in Non-Handset Revenue by 2029, Eyes Data Center Growth
Qualcomm outlined plans to diversify beyond smartphones, targeting $40 billion in non-handset revenue by fiscal 2029. New data center deals