By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
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
Samsung and SK Hynix payouts put Korea's Value-Up plan to the test
Samsung Electronics and SK Hynix have announced shareholder-return plans totaling more than 130 trillion won ($97 billion) this year. Invest
American Eagle holds sales outlook, lifts profit target, stock drops 10%
American Eagle Outfitters stuck with its mid-single-digit comparable sales growth forecast for fiscal 2026 and lifted its operating income t
Apple Watch Series 12 adds Live Rewind and Siri Recap audio tools
Apple's new Watch Series 12 and Ultra 4 add Live Rewind and Siri Recap, which transcribe and summarize conversations without saving audio fi
Consumer Stocks Slip Despite Strong Labor Day Sales Data
Consumer stocks slipped even as Redbook data showed US same-store sales rose 8.3% year-on-year, driven by Labor Day promotions. Casey's and
Treasury Secretary's Bold Moves on Yen and Bonds Face Market Test
Treasury Secretary Scott Bessent is trying to steady the yen and push back against rising bond yields, warning traders not to bet against hi
Clay's valuation doubles to $7.1B as investors bet on AI sales agents
Clay, a New York startup that automates sales tasks with AI, raised $115 million in a Series D led by Wellington, valuing it at $7.1 billion
Porsche sells Rimac stakes for €1 billion to sharpen focus
Porsche has sold its remaining stakes in Croatia's Rimac businesses for about €1 billion, a move that lifts its 2026 net cash flow margin ou
US trade spat pushes Canadian dollar lower despite oil at $100
The loonie weakened despite oil at $100 as US import bans on Canadian goods took effect. Canada's 10-year yield hit its highest since May 20
Nicola Mining's Treasure Mountain passes key safety check after 13 years idle
An independent engineering firm says Nicola Mining's Treasure Mountain silver mine in British Columbia is still accessible, dry and in bette
Stock valuations look balanced once you factor in bond yields
The excess CAPE yield, which compares stock valuations with inflation-adjusted bond yields, is currently balanced. That suggests stocks aren