Six questions facing US stock investors as 2025’s second half kicks off
The US stock market completed a roller-coaster first half of the year at record-high levels but a host of factors could knock equities off their perch over the rest of…
Investors hunt for tariff-proof trades as new trade reality hits
Investors are looking at ways to ward off economic pain now tariffs are here, seeking assets that can ride out a recession and higher inflation or companies that rely less…
How a hedge fund exodus reshaped global cocoa markets?
Behind a record surge in cocoa prices this year, a corner of financial markets that drives the cost of chocolate underwent a seismic shift: the hedge funds that oiled its…
Singapore’s DBS eyes Malaysian bank stakes in expansion push, sources say
Singapore’s biggest lender DBS Group Holdings Ltd is exploring expanding into Malaysia with potential acquisitions of stakes in banks in its Southeast Asian neighbour, including in one of Malaysia’s smallest…
China’s stimulus message leaves investors wanting though hanging onto hope
China’s highly anticipated announcement of financial stimulus plans on Saturday was big on intent but low on the measurable details that investors need to ratify their recent return to the…
Foreign lenders lured by rare stake sales in India banks, but tighter rules weigh
Talks to sell majority stakes in two Indian banks have attracted interest from foreign peers in Japan and the Middle East betting on a fast-growing economy, but tighter regulations and…
Rise in election talk from US execs highlights policy uncertainty
US company executives are talking much more about the upcoming presidential election than they did four years ago as a wider policy rift between candidates Kamala Harris and Donald Trump…
Fed’s bumper rate cut revives ‘reflation spectre’ in US bond market
The Federal Reserve’s aggressive start of the easing cycle has rekindled inflation worries in the US bond market, as some investors fear looser financial conditions could re-ignite price pressures. Yields…
Financing conditions pass global selloff test, so far
A tumultuous sell-off in financial markets this month has barely scathed global financing conditions, but the risk of further volatility means borrowers are not yet out of the woods. Equity…
Rate cut prospects could bolster US stocks as investors await earnings, elections
The prospect of near-term interest rate cuts is bolstering the case for investors to remain bullish after a run in US stocks that may soon be tested by upcoming corporate…
