By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
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
New Zealand shares edge higher as inflation expectations cool
New Zealand stocks posted a modest gain as a key inflation expectations gauge cooled, suggesting the central bank may not need to keep rates
FTSE 100 futures edge up as UK consumer confidence hits two-year high
British shoppers are feeling their most confident in two years, a survey shows, helping FTSE 100 futures edge higher on Friday. Oil and gold
Colgate-Palmolive India names Kenvue veteran as CEO to drive premium push
Colgate-Palmolive India has picked Manish Anandani, a Kenvue executive, as its next managing director and CEO starting September 28. The lea
Hong Kong earnings week: EV, oil, and bank results in focus
Hong Kong's earnings calendar gets crowded as major companies report results. Investors get a rapid check-in on EVs, consumer services, ener
DigiCo's Sydney data center fully pre-leased, but shares slide 9%
DigiCo Infrastructure REIT reported solid FY2026 results, with Jefferies noting its Sydney data center is effectively fully pre-leased. Desp
Charter Hall inflows surge 97% but slow sharply in Q4, Jefferies says
Charter Hall attracted AU$6.7 billion in equity inflows over the past year, up 97%, but the pace slowed dramatically in the final quarter. J
Japan's 10-year bond yield hits 2.875% as oil and rate-hike bets bite
Japan's 10-year government bond yield rose to 2.875% as higher oil prices and growing expectations of a Bank of Japan rate hike later this m
Corporate Travel Management faces £87 million UK refund bill
Corporate Travel Management says it found contract uncertainty in its UK business and is negotiating settlements that could mean £87 million