By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
ICOP won't overpay for Trevi after Webuild's cash bid
Italian underground engineering group ICOP says it won't chase Trevi 'at any cost' after Webuild's rival cash bid. The CEO says the all-shar
Gold slides 2% as strong jobs data lifts September rate hike odds
Gold dropped more than 2% Friday after a stronger-than-expected August jobs report boosted the case for a September Fed rate hike. Traders n
Siemens Energy's super-cycle hopes may already be priced in, says Mwb
Siemens Energy has fallen more than 20% from recent highs, but Mwb Research says the stock still trades at about 21x forward EV-EBIT. The fi
UAE stocks gain as non-oil business activity accelerates in August
UAE stocks rose after a key survey showed the non-oil private sector expanded at a faster clip in August. The PMI climbed to 55.3, lifting D
Why your diversified portfolio may not be as safe as it looks
Many investors believe a mix of stocks and bonds spreads risk. But 2022 showed both can fall together, and new inflation worries could repea
Canada's 30-year bond yield hits highest level since 2008
Canadian long-term bond yields rose sharply in August, pushing the 30-year government bond to its highest level since 2008. The move signals
AMC CEO Aron Threatens SEC Complaint Over Robinhood's Tokenized Shares
AMC Entertainment CEO Adam Aron publicly criticized Robinhood's new tokenized AMC shares, calling them misleading and unregistered. He warne
BASF's trinamiX sues Apple over Face ID patent claims
BASF's trinamiX unit has filed a patent lawsuit against Apple, claiming Face ID technology in some iPhones and iPads infringes seven of its
Euro Sun signs $400M funding pact for Romania gold-copper project
Euro Sun Mining has signed a non-binding MOU with Macquarie and Trafigura for up to $400 million in project finance for its Rovina Valley go
Nasdaq futures climb as jobs report looms after Fed's Waller hints at pause
Nasdaq 100 futures edged higher Friday after Fed Governor Christopher Waller hinted he could support holding rates steady. All eyes now turn
India's IPO calendar hits a traffic jam as six listings open September 9
India's IPO market is about to get crowded: six listings open for subscription on September 9, all racing to price before regulatory approva
Chinese EV buyers squeeze cobalt payables, pressuring Indonesian nickel producers
New deals price cobalt in Indonesian MHP at 67%-70% of the metal price, down from about 90% a month ago. That raises margin pressure for nic