By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Eurozone yields ease as oil slides and ECB rate bets shift
Eurozone government bond yields eased as oil prices fell, with Brent dropping 2.1% to $86.73. Traders now price about 38 basis points of ECB
Lynas expands rare earths supply chain as profit misses forecasts
Lynas Rare Earths is expanding its rare earths supply chain, talking to new mine developers and exploring a US magnet plant. The move comes
Hochschild Mining's H1 Profit Rises but Costs Climb on Argentina Inflation
Hochschild Mining reported strong first-half results with a $365.8M pretax profit and a 4-cent interim dividend. However, rising costs in Ar
FAB Securities upgrades Parkin to buy after Q2 profit rise
FAB Securities upgraded Parkin to 'buy' after Q2 profit rose 12% despite a slowdown in public parking. The broker kept its 6.50 dirham price
Gaja's 20% Debut Marks India's First Alternative Asset Manager IPO
Gaja Alternative Asset Management jumped as much as 20% in its stock market debut, the first listing by an alternative asset manager in Indi
Ringgit hits multi-week high as oil slides on Hormuz corridor hopes
Malaysia's ringgit and Indonesia's rupiah hit multi-week highs as oil slid more than 2% after Iran and Oman discussed a temporary shipping c
WiseTech shares slide 8% as RBC sees cost control ahead
WiseTech Global shares dropped nearly 8% after RBC Capital Markets said the company's fiscal 2027 outlook suggests a focus on cost control r
China, Hong Kong tech stocks rebound as Nvidia snaps losing streak
China's STAR50 jumped 2.2% and Hong Kong's Hang Seng TECH Index gained 1.6% after Nvidia ended a seven-day losing streak. The rebound highli
Italy extends diesel tax cut as €11.5B bond sales loom
Italy will keep its diesel tax cut until early September, even as the Treasury gears up to sell up to €11.5 billion of government bonds. The
Huawei and HP sign multi-year Wi-Fi 7 patent cross-license deal
Huawei and HP have inked a multi-year cross-license covering standard-essential Wi-Fi patents, including those for Wi-Fi 7. HP stresses the
Indian shares set to open higher as oil slide eases supply fears
Indian stocks are set to open higher after Brent crude slid 2.6% to $86.3 a barrel. Iran and Oman discussed a temporary corridor through the
Deep Yellow secures water and local partner for Tumas uranium project
Deep Yellow has cleared two key hurdles for its Tumas uranium project in Namibia: a long-term water supply deal with NamWater and a 5% local