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Every morning
Weekly
Tuesday recap
Bac Ninh Province recorded over US$18.6 billion in registered foreign direct investment in 2025, placing it among Vietnam’s top two FDI destinations. Major infrastructure projects—including the accelerated Ring Road 4 corridor and a new National Highway 3 overpass—have dramatically improved connectivity to Hanoi, Noi Bai Airport and Hai Phong Port. The province’s policy framework now prioritises high‑tech sectors such as semiconductors, AI and data centres, while discouraging labour‑intensive projects. To meet demand, the Yen Phong II‑A industrial park offers 50 hectares of contiguous land and a 199.2 MVA power supply for large‑scale manufacturers.
The Daily Mineral Prices report for March 5 2026 highlights notable movements across several key commodities. Lithium carbonate and hydroxide prices range from $12,000 to $27,000 per tonne, reflecting heightened volatility linked to electric‑vehicle battery demand. Spodumene concentrate surged to $2,190‑$2,260 per...
South Korean President Lee Jae‑Myung ordered an immediate rollout of a 100 trillion‑won (US $68.3 billion) financial package to stabilise capital markets amid the escalating Middle East conflict. The plan targets volatility in stocks and exchange rates while explicitly avoiding direct government share...
Citi placed Coal India Ltd on a 90‑day Upside Catalyst Watch and lifted its target price to ₹430, prompting the stock to climb over 4%. The brokerage cited stronger global coal prices and a potential shift from gas to coal...
India’s IPO market has stalled, with seven of the last eight main‑board listings debuting below their issue prices. The Nifty’s 6% year‑to‑date decline and heightened volatility have curbed investor appetite for new issues. Overpriced offerings such as Omnitech Engineering and...
Indian government bonds rallied on Thursday after a record ₹202 billion (≈$2.19 billion) of bonds were net‑bought by the RBI and institutional investors on Wednesday. The 10‑year benchmark yield steadied around 6.66%, reversing a brief rise, while the rupee strengthened to ₹91.61...
Venezuelan state miner Minerven has signed a deal with the Trump administration to supply between 650 and 1,000 kg of 98 % pure gold dore bars to commodities trader Trafigura for the U.S. market. The agreement follows President Donald Trump’s recent removal...
I’m on Bloomberg TV tomorrow at 1pm HKT with the wonderful @JoumannaTV on China, India, Southeast Asia, South Korea, and what the widening conflict in Iran and the Middle East means for the region. Short story - we are buyers...
"The price [of a security] is frequently an essential element, so that a stock may have investment merit at one price level but not at another." ~ Ben Graham Price changes everything.
The Australian Government and industry groups launched the Trade Diversification Network (TDN) on 4 March as part of the $50 million Accessing New Markets Initiative. The network brings together 40 national peak bodies to provide coordinated market‑intelligence, trade services and sector‑specific support...
Anthony Scaramucci’s SkyBridge Capital is leading a “Macro Pivot” as the firm shifts heavy allocation toward macro trading amid heightened inflation, interest‑rate hikes, and geopolitical tension. The move follows a broader industry resurgence of macro strategies that now outperform traditional...
Hedge funds are actively repositioning their portfolios to capture the AI‑driven technology cycle, moving beyond concentrated bets on mega‑cap names toward a broader exposure across the AI supply chain. Managers are blending long‑short equity, quantitative models, and macro overlays to...
Reventure's Homebuyer Demand Index just updated for the first week of March. The monthly reading stayed at 6/100. The 3-month rolling average dropped to 8/100. 50 is "normal". Note that during the last crash, the index never dropped below 29/100. Indicating just...
On February 28, President Donald Trump ordered a sweeping military strike against Iran that killed Supreme Leader Ali Khamenei and decapitated the regime’s senior leadership. The campaign quickly expanded to hit the Islamic Revolutionary Guard Corps, Iran’s missile forces, navy and...
U.S. President Donald Trump announced a national emergency aimed at Cuba, accusing the island of hosting spies and terrorists and threatening tariffs on any nation supplying oil. Following the declaration, U.S. special forces captured Venezuelan leader Nicolás Maduro, intensifying regional...
Fastmarkets has launched an open consultation on its ferrous metals pricing methodology, running from March 5 to April 2. The review seeks to ensure the methodology reflects physical market conditions and complies with IOSCO principles for price reporting agencies. Participants are asked...
China announced a 300 billion yuan capital injection into state‑owned banks via a special treasury bond, coupled with deeper reforms of state financial firms. The move targets major lenders such as ICBC and Agricultural Bank of China to shore up capital...
India's auto industry recorded double‑digit wholesale growth in February 2026, driven by robust demand across all segments. Strong consumer sentiment after GST cuts and a wave of new model launches lifted volumes, especially in commercial‑vehicle and two‑wheeler categories. Tata Motors...
STI Education Systems Holdings Inc. reported net income of P1.08 billion for the July‑December 2025 period, an 18% increase over the same half‑year in 2024. Gross revenues rose 8% to P2.83 billion. Total student enrollment slipped to 132,941, driven by lower public...
Gold and silver rallied sharply before a 7.7% correction, while the HUI miner index fell from a record 978 to 902. The S&P 500 stayed within a hundred points of its all‑time high, showing little reaction to the Middle East conflict....
UOB Kay Hian’s Alpha Picks portfolio outperformed the Straits Times Index in February, delivering a 3.9% equal‑weighted gain versus the STI’s 1.8% rise. The brokerage rebalanced for March, adding defensive large‑caps Huating Global, Keppel and Singtel while trimming exposure to...
Bond options traders are increasingly betting the Federal Reserve will not cut rates this year. The probability of a no‑cut scenario rose to 25% by Wednesday, up from 17% before the Iran‑Israel conflict escalated. Higher oil prices from the Middle‑East...
Corporate bond issuance in India fell more than 20% year‑on‑year in February 2026, marking the weakest three‑year level. Meanwhile, banks reclaimed dominance, with their share of total commercial‑sector funding rising to about 63% in FY26, up from 51% a year...
International Container Terminal Services Inc. reported a 23% jump in net income to $1.05 billion for 2025, driven by an 11% rise in cargo volumes to 14.5 million TEUs. Gross revenues climbed 18% to $3.23 billion, while EBITDA increased 21% to $2.14 billion and...
Small‑cap indices have surged, with the S&P 600 up about 9% YTD and the S&P 400 gaining over 8%, while the S&P 500 remains flat. The rally is tied to the Federal Reserve’s easing cycle, which has lowered rates to 3.5‑3.75% and eased...
On @CNBC in an hour to discuss Asia (China and India). China growth target is soft but same as many expected which is 4.5% to 5%. Defence spending rises officially +7% but many say real spending increase higher. The headlines are really about...
Aspial Lifestyle’s shares rose roughly 6% after the company announced a proposed transfer to the Singapore Exchange’s mainboard. The move is intended to broaden its access to equity and debt capital, appealing to institutional investors with mainboard mandates. Currently, only...
Tube Investments of India has been on a steady rally since late January, breaking the ₹2,650 resistance on March 2 and trading around ₹2,769. Technical analysts project a short‑term dip to the breached level before the uptrend resumes, with a near‑term...
Gold and silver prices rebounded on Wednesday as the market digested escalating tensions in Iran. Gold futures rose $28 to $5,152 per ounce while silver futures gained 29 cents to $83.77. The conflict has revived fears of commodity force‑majeure events,...
U.S. ethanol producers posted a sixth consecutive year of profitability in 2025, with a representative Iowa dry‑mill plant earning an average of $0.21 per gallon. Net nominal profit reached $23.2 million, well above the long‑run average. The rise was driven by...
The average first-time homebuyer is almost 40 now. If young people don’t start owning assets, they’ll never build wealth...
Never make this trading mistake - it ends in blow ups every single time. #howtotrade #daytrading #stockstowatch #momentum #tradingeducation
Caesars Rewards is running two targeted card‑linked offers: a Chase promotion that returns 10% of spend up to $500, and a Citi deal that credits $25 on purchases of $250 or more. Both offers apply only to Caesars properties in...
While many anxiously await the markets resolution of one of the tightest trading ranges to start a year of all time, it's worth building lists of meaningful long-term consolidations https://t.co/XW54gpjWXm In this case, many Prop/Casualty stocks within the Insurance space fit this...
50x relative volume on $CDTG in after-hours this evening, making it a top watch for tomorrow. High confluence look as the breakout over a.h. highs is directly in line with the reclaim of the daily 200MA. Simple plan here, but remember:...
Euro could strengthen with a bigger global role, ECB’s Wunsch says https://t.co/Qg36hBmWVe via @LyubovEUWorld https://t.co/LrN4SLJExv
Two questions for everybody: Buy this dip? If ya, what you buying? If no, why not?
Have we discounted the IRAN war risk in markets? Using the India VIX to consider the idea that the worst of our fears may already be in the market https://t.co/LzpXAJuIYv https://t.co/H4WBbxWV2k
March 5 (Reuters) - China will push forward early-stage work on the Power of Siberia 2 project, while building the China-Russia Far East natural gas pipeline under its 2026-2030 five-year plan, which was released on Thursday.
What's interesting about this is those sales at the high's were also from the CEO and in the double digit M range. $TTD https://t.co/QSWxF4cpQX
Atlanta Fed Beige Book: “Homebuilders pulled back on housing starts and utilized incentives to shrink speculative inventory. Some builders reported home buyers shopping around for the best deals and often presented “low-ball” offers. This is especially true in the entry-level...
Timely post by @71Ksander on EWY: https://t.co/Aq1A2m75tU I'm publishing a large post tomorrow... intuitive signal that would help with tricky names like EWY. There was differing views on its vol in our Discord but a pattern I've seen before. Decided to...
Same. I wrote about this past few days for clients because too many are complacent: Hormuz Heightens Risk & My Crude Oil Price Target https://t.co/jNvbWvy4Rt
China Signals New Era of Slower Economic Growth—Beijing sets historically low growth target of 4.5% to 5% @hannahmiao_ @TByGraceZhu @ByXiaoXiao https://t.co/o4Z2iYoVdw https://t.co/o4Z2iYoVdw
Korea's version of the "Japan Company Handbook" is essentially FnGuide's CompanyGuide website. Not available in English but you can you use Translate in Google Chrome. https://t.co/I0HU3TxRNN
US plays major catch-up to ex-US YTD... @augurinfinity No longer the worst start to a year since 1995... not by a long shot $SPY $VEU $VTI $ACWI https://t.co/l8DRcKNBof
Kaspi now yields 9%, for what undoubtedly a very moaty business (no views on its accounting) https://t.co/EuZ6Ogfo3P
One-month and three-month implied correlations reached their highest levels since November 2025, Citadel Rubner https://t.co/fVOlYRc8tW
The problem isn’t the stocks, it’s their weight. These two lines contain the same exact stocks. #Mag7Diet $RSP $SPY https://t.co/OXqmQXkEkc
GS: strong outperformance of cyclical sectors relative to defensive ones over the past year leaves little room for disappointment https://t.co/6h0uRPIjJt
