By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Aerospace supplier deals near record as Boeing, Airbus stabilize
Aerospace suppliers are being acquired at a near-record pace, with 154 deals through August, as steadier Boeing and Airbus production plans
Grab Drivers in Vietnam Plan Weekend Boycott Over Fee Deductions
Grab drivers in Vietnam are calling for a weekend boycott, saying service-charge deductions introduced in July can take up to 50% of each fa
Hong Kong stocks slip 1.3% as oil stays above $100 and US inflation looms
Hong Kong's Hang Seng dropped 1.3% as investors braced for US inflation data and the Federal Reserve's next move. Oil's hold above $100 adde
Foreign investors return to Asian stocks on AI optimism, led by Taiwan
Foreign investors turned net buyers of Asian stocks in August after nine straight months of selling, with most cash going to AI-linked Taiwa
Fever-Tree's UK recovery lifts first-half profit 9%
Fever-Tree's UK business is fizzing again, lifting first-half adjusted core profit 9% to £20.1m. The mixer maker expects US tariff refunds a
Fitch: Taiwan brokers can hold earnings steady through 2026
Fitch Ratings expects Taiwan's securities brokers to maintain solid earnings through 2026, even after a 325% first-half profit surge. Howeve
Mubadala invests $1 billion in China's Luckin Coffee
Abu Dhabi's Mubadala sovereign wealth fund has agreed to invest $1 billion in Luckin Coffee, the Chinese chain that recovered from a 2020 ac
Musk's Boring Company raises $3B from UAE for Gulf tunnel push
Elon Musk's tunneling startup has raised $3 billion at a $23 billion valuation, with UAE-backed investors leading the round. The funds will
NZ shares fall 0.78% as Wall Street sell-off and Hormuz attacks weigh
New Zealand's benchmark index slipped 0.78% on Thursday, following a weaker Wall Street session and new attacks near the Strait of Hormuz th
RBC keeps Inditex at Outperform despite rising transport costs
RBC Capital Markets kept its Outperform rating and EUR63 price target on Inditex after the Zara owner posted 19.76 billion euros in first-ha
India pushes UPI payment links as part of trade talks with EU, New Zealand
India is pushing to expand its UPI real-time payments network through trade agreements, with talks underway with the EU and New Zealand. The
Ora Banda starts Waihi underground mining near Davyhurst as high-grade hits continue
Ora Banda Mining has kicked off underground mining at its Waihi deposit near Kalgoorlie, just 3km from its Davyhurst plant. Fresh drill resu