Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
Jefferies downgraded Centrica to "hold" from "buy", raising its price target to 210p but cutting FY26 and FY27 earnings forecasts materially after results in line with consensus. The broker pointed to £100m of higher net interest costs, constrained visibility on growth beyond 2028 and limited near-term catalysts as reasons for the more cautious sta…
India's economy expanded 7.8% year-on-year in the October-December quarter under a newly revised GDP series, down from 8.4% in the prior quarter. Strong private consumption and double-digit manufacturing growth helped the country remain the fastest-growing major economy, even as government expenditure and private investment cooled. Authorities said…
A report from Transport & Environment (T&E) finds that expanding battery manufacturing within the EU could reduce the price disadvantage versus Chinese-made cells from roughly 90% today to about 30% by 2030, provided local producers scale up and achieve efficiency gains. The group calls on the European Commission's forthcoming Industrial Accelerato…
Toyota has filed to raise its tender offer for group company Toyota Industries to 20,600 yen ($132) per share, contingent on securing loan guarantees from its banks, and to extend the offer deadline to March 16. The move follows an earlier bid of 18,800 yen and comes amid a protracted dispute with activist investor Elliott Investment Management. To…
The Taiwan market closed higher on Monday, with the Taiwan Weighted index recording a new all-time high despite a flat percentage change. Gains in Optoelectronic, Information Services and Financials stocks powered advances among individual names, while several large-cap technology and components names posted steep declines. Commodity and currency m…
India’s central bank governor told a national newspaper that, absent shocks, interest rates will remain "around this level or lower" for an extended period. He reiterated the Reserve Bank of India’s focus on aligning the weighted average call rate with the policy repo rate, noted large surplus liquidity that has pushed the call rate below the polic…
Defense and heavy-machinery equities across Asia rose on Monday following an escalation in hostilities between the U.S. and Iran, with several aircraft, missile and shipbuilders posting gains as markets priced in a higher likelihood of prolonged geopolitical instability in the Middle East. Comments from U.S. and Iranian officials reinforced the per…
Recent strikes on Iran have introduced fresh geopolitical volatility that is tilting outcomes across European infrastructure assets. While higher oil prices and rising bond yields - common consequences of Middle East escalation - tend to pressure the sector as a whole, many infrastructure earnings are insulated by long-term, fixed-rate debt and con…
Shipping congestion around the Strait of Hormuz has surged after attacks damaged three tankers in the Gulf, prompting hesitancy among shippers and increased insurance and charter costs. The strait carries roughly a fifth of seaborne oil trade, a comparable share of liquefied natural gas and about a third of seaborne fertiliser. Market moves include…
Iran's chief security official, Ali Larijani, said Tehran will not enter negotiations with the United States, rejecting media accounts that suggested Iran had sought dialogue following coordinated U.S.-Israeli strikes that killed Supreme Leader Ayatollah Ali Khamenei. Larijani's comments came amid a surge in strikes across the region, with Israel t…
Australia's benchmark S&P/ASX 200 closed marginally higher, reaching a new record as gains in Energy, Gold and Resources names supported the market. Notable winners included Genesis Minerals, Stanmore Coal and DroneShield, while Zip Co, Mesoblast and Light & Wonder faced the steepest declines. Volatility and commodity prices rose alongside mixed cu…
Standard Chartered has advised employees to defer planned travel to the Middle East and instructed regional staff to shelter in place following U.S. and Israeli military strikes on Iran. The bank reports no direct operational disruption and says its locations in several Gulf states remain functioning under existing arrangements. The lender also rei…
India's manufacturing sector expanded at its fastest clip in four months in February, driven by stronger domestic demand that lifted new orders and production, according to the HSBC India Manufacturing PMI compiled by S&P Global. Export growth cooled to its weakest in 17 months, and employment gains remained modest despite rising confidence among f…
Asian airline equities fell sharply as markets reacted to renewed military strikes on Iran, which reportedly killed Iran's Supreme Leader, and to a consequent sharp rise in Brent crude oil. The twin shocks have pressured travel sentiment and raised the immediate cost outlook for carriers already facing route closures and cancellations across the Mi…
ServiceNow (NOW) is trading well below recent trendlines despite strong fundamentals: $112.99B market cap, $4.58B free cash flow, low leverage, and improving AI-driven product momentum. Short interest and sentiment-driven selling have created a compelling mid-term risk/reward. We outline a clear trade plan — entry $108.05, stop $98.00, target $140.…
In closed-door briefings, Pentagon officials told congressional staff there was no intelligence that Iran intended to attack U.S. forces first, a point that appears to contradict public statements by senior administration figures. The U.S. and Israel have carried out extensive strikes on Iran, including the killing of Supreme Leader Ayatollah Ali K…
Bank of Japan Deputy Governor Ryozo Himino said the central bank is likely to continue raising interest rates as it moves gradually toward a more neutral policy stance. Speaking in Wakayama, Himino noted underlying inflation remains below the BOJ's 2% target but is expected to rise toward it, and that the four rate increases since early 2024 have s…
Nebius has been quietly converting new customer contracts and expanded power capacity into a clearer growth runway. While public financial line items are limited, the investment case rests on contract-backed revenue visibility, improving gross margins from scale, and the company’s unique access to on‑site power capacity that customers need. This tr…
In an address opening Argentina's new congressional session, President Javier Milei urged a reworking of the country's tax code to prioritize growth, and announced his government will pursue changes to the electoral system and the criminal code. His remarks came days after Congress approved contested labor reforms that critics say ease the way for …
Asian foreign-exchange markets weakened sharply in the session following major U.S. and Israeli strikes on Iran, which produced a surge in oil prices and prompted investors to seek shelter in safe-haven assets. The South Korean won led regional losses amid concerns over the economy's exposure to imported energy, while other Asian currencies broadly…
The Australian Securities Exchange is preparing for a leadership transition as CEO Helen Lofthouse plans to depart in May after 11 years with the company, including four as chief executive. The next leader will take charge while the exchange faces a Federal Court lawsuit tied to the CHESS trade settlement revamp, lingering technology rollouts that …
Corporacion America Airports (CAAP) looks set to benefit from a pickup in passenger traffic after January data showed solid volumes. With a market cap of about $4.65B, a P/E of 25.2 and technicals showing price above the 50-day average, a tactical long with a clear stop and a target near the 52-week high offers asymmetric upside while keeping risk …
Israel widened its military operations on Monday to include strikes against Hezbollah positions in Lebanon after the group acknowledged launching missiles and drones toward Israel in response to the killing of Iran’s Supreme Leader Ali Khamenei. Israeli forces also carried out strikes on targets in Tehran that the military described as intelligence…
China’s central bank has eliminated the 20% reserve requirement on foreign-exchange forward contracts, a step designed to make it easier for market participants to buy dollars and slow the yuan’s recent surge. The move, announced after the yuan reached a near three-year high, follows a months-long rally that has buoyed capital inflows but started t…
Telix (TLX) is trading near $7.25 with a $2.45B market cap. Recent commercial approvals, a 56% revenue uptick in 2025 and an owned radiopharmacy network position the company to scale imaging and therapeutic sales even if TLX591-Tx is delayed or stumbles. This trade targets a rebound to $10.00 over a mid-term window while limiting downside to $6.25.
