By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
10-Year Treasury Yield Nears 5%: Five Pressure Points Investors Should Watch
The 10-year Treasury yield is closing in on 5%, a level not held for long in almost 20 years. Reuters highlights five pressure points—from c
Blackstone circles IIFL Finance stake as Fairfax eyes IDBI Bank
Blackstone is reportedly weighing a purchase of Fairfax Financial's 15.2% stake in IIFL Finance. Fairfax may sell the stake to meet regulato
Singapore shares slip 0.4% on oil worries, but IREIT Global soars 19% on Berlin lease
Singapore's benchmark index slipped 0.4% as higher oil prices dampened risk appetite. But IREIT Global surged more than 19% after securing B
ABF sales seen rising but sugar and Primark margins weigh
Deutsche Bank expects Associated British Foods to report higher year-on-year sales on Thursday, but the sugar division is forecast to drop 6
7-Eleven owner Seven & i adds clothing line to lure younger shoppers
Seven & i Holdings, the owner of 7-Eleven, is launching a small clothing and accessories range with retailer And ST. The move targets 20- to
Asia stocks fade as oil near $100 keeps traders on edge
Asian stocks gave up early gains as oil prices near $100 kept traders cautious. South Korea's KOSPI reversed from a mid-August high, while t
Asia stocks slip as oil risk and profit-taking weigh on early gains
Asian stocks gave back early gains Tuesday as traders locked in profits and oil prices stayed elevated on Middle East tensions. The KOSPI sl
Yen surge and oil spike rattle Asian markets
Asia-Pacific stocks slipped as the yen jumped to 152.89 per dollar, triggering an unwind of yen-funded carry trades. Meanwhile, Iran-US tens
Flynas keeps expansion despite loss; United Securities cuts target to SAR 52
Flynas surprised investors with a SAR 241 million quarterly net loss, prompting United Securities to cut its target price to SAR 52. The car
Computacenter nearly doubles H1 profit, lifts 2026 target to £380m
Computacenter nearly doubled first-half profit and raised its 2026 profit goal to at least £380 million, well above analyst expectations. Th
ASML pushes bigger masks for High NA EUV to handle AI chips
ASML is working with major chipmakers to adopt 12-inch masks for its next-generation High NA EUV lithography systems. The move targets the h
Titan Minerals' Ecuador drilling boosts confidence in Dynasty gold resource
Titan Minerals has released fresh drilling results from its Dynasty gold-silver project in Ecuador, including 19.7 meters at 2.6 g/t gold. T