By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Geberit gets forecast lift but valuation still looks tight
Geberit's strong quarter prompted AlphaValue/Baader to lift its 2026-2028 sales and EBITDA estimates by about 4%. But the research firm stil
European stocks edge higher as banks and property lead gains
The Stoxx Europe 600 edged up 0.1% by midday Friday, with banks and property stocks leading gains. A slight uptick in eurozone PMI and lower
Jin Air's triple merger to reshape South Korea's budget airline market
Jin Air, a Korean Air subsidiary, plans to absorb fellow budget carriers Air Busan and Air Seoul. The merger, funded by 50.3 million new sha
TSX futures edge up as gold climbs and bond yields stay volatile
Futures for Canada's main stock index ticked up Friday as gold and silver prices climbed. But with bond yields still swinging and retail sal
JD Sports cuts profit forecast as sales fall 3.1%, Berenberg trims target
JD Sports' like-for-like sales fell 3.1% in the latest quarter, and the company trimmed its fiscal 2027 profit outlook to £700-800 million.
Nvidia earnings and Jackson Hole test AI rally as bond yields hit 2007 highs
Long-term US bond yields are at their highest in over a decade, and investors are looking to Nvidia's earnings and the Fed's Jackson Hole me
Bain raises Kakaku.com bid to 3,640 yen, but only if KDDI stays out
Bain Capital and LY have sweetened their offer for Kakaku.com to 3,640 yen per share, but the higher price hinges on KDDI, a major sharehold
Malaysia's KLCI ends week flat as Oppstar jumps, Telekom drops
Malaysia's benchmark KLCI ended the week virtually unchanged at 1,736.48, but beneath the surface, chip designer Oppstar jumped 8% on a gove
Tesla quietly drops Solar Roof from its website, pivoting to standard panels
Tesla has quietly removed its Solar Roof from its website, redirecting customers to its standard solar panels. The move signals a strategic
Czech crown and zloty firm as dollar eases ahead of Fitch review
A softer dollar lifted Central European currencies, with the Czech crown hovering near 24.10 per euro. Poland's zloty held steady as markets
US Treasury buybacks calm bond markets, but Japan's 10-year yield nears 3%
The US Treasury's stepped-up bond buybacks helped calm global debt markets, but Japan's 10-year government bond yield still sits near 3%, a
RBI steps into rupee futures as open interest tops $3.7 billion
Trading in India's August dollar-rupee futures has surged, with open interest topping $3.7 billion. Bankers point to arbitrage opportunities