Reliance Industries rerouted two fuel tankers—about 100,000 metric tons of diesel and 75,000 tons of jet fuel—from Europe to Asia as the Iran‑Israel conflict chokes supply through the Strait of Hormuz. Asian jet‑fuel margins surged to a record $80 a barrel, making arbitrage from India to Southeast Asia far more lucrative than to Europe. The company is offering spot diesel and jet‑fuel at $15‑$17 per barrel premiums, capitalising on heightened demand and tighter regional supplies. Indian refiners are also tapping Russian crude under a new U.S. waiver, further reshaping trade flows.
WisdomTree has introduced the WisdomTree India Earnings UCITS ETF, an earnings‑weighted fund that tracks the proprietary WisdomTree India Earnings Index. The ETF carries a 0.55% total expense ratio and is listed on Xetra, Borsa Italiana, SIX Swiss Exchange and the...

Bloomberry Resorts Corp reported a P2.6 billion net loss for 2025, reversing the same amount of profit recorded in 2024. Consolidated EBITDA dropped 39 percent to P10.2 billion, driven by a 23 percent decline in GGR at its flagship Solaire Resort Entertainment City. Overall...

Libya’s National Oil Corp announced that the Sarir refinery has resumed gasoline production after a three‑year shutdown, restoring its 10,000 bpd gasoline capacity. The restart follows a major overhaul of the crude distillation unit completed in January and includes the activation...
In October 2023 ASEAN and Japan launched the ASEAN‑Japan Sustainable Tourism Initiative, a practical platform that showcases real projects ranging from community‑based tourism to low‑carbon travel. The effort moves beyond policy rhetoric, emphasizing knowledge exchange, job creation, ecosystem protection, and...

A Hedgeweek survey shows 41% of hedge funds now rank AI integration ahead of talent and cost optimisation, making it the sector’s top priority for 2026. Roughly one‑third have already embedded AI into research and trading, while another quarter are...

Aboitiz Equity Ventures (AEV) posted a modest 1 percent rise in net income for 2025, reaching P18.3 billion, while its consolidated core net income held steady at P25.5 billion. The conglomerate’s diversified portfolio—power, banking and food & beverage—delivered solid earnings, with AboitizPower EBITDA...
Gold prices are being pushed higher as Middle East conflict escalates, with Argonaut raising its 12‑month target to $6,000 per ounce and State Street assigning a 35% probability to a bull case of $5,500‑$6,250. Safe‑haven demand has lifted gold ETF...

In this episode the hosts reopen their listener‑driven stock‑pitch format, giving retail investors a platform to recommend junior mining companies. Two pitches dominate the discussion: Auric Mining (AWJ), a cash‑generating gold producer in Western Australia with a low market cap...
![ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://megaphone.imgix.net/podcasts/5a391928-ccce-11ed-863b-7bdbc773faf2/image/55364bb6a294c4be08365a4dccb94c73.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
In this episode Matt Russell and Bailey Gifford portfolio manager Tom Walsh dissect ASML’s rise from a struggling Philips spin‑out to the unrivaled supplier of extreme ultraviolet (EUV) lithography machines that power today’s AI‑driven semiconductor manufacturing. They explain the fundamentals...
Jindal Stainless warned that shipments of stainless steel to West Asia may be delayed due to the escalating conflict affecting maritime routes and airspace. Although the region represents a small portion of its export business, the company highlighted potential transit...

Five years after its launch, Finance in Common (FiCS) now coordinates over 540 public development banks (PDBs) managing roughly $23 trillion, demonstrating that collective financing can support Sustainable Development Goals. The International Development Finance Club (IDFC) deepens this effort by aligning...

Eclipse Re Ltd., a Bermuda‑based special purpose insurer, issued its first private catastrophe bond of 2026 – a $100 million Series 2026‑1A note listed on the Bermuda Stock Exchange. The bond, likely covering property catastrophe reinsurance or retrocession, matures on December 31 2027, making...
JMIC data shows routine commercial traffic through the Strait of Hormuz has virtually stopped, with only two cargo vessels recorded in the past 24 hours versus the usual 138. The pause follows a U.S.–Israel strike on Iran and Iran’s retaliatory...

Japan’s big bet on the U.S. housing market got even bigger last week Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes That came just 10 days after Japan-based Sumitomo Forestry said it's buying Tri Point Homes...

India's benchmark indices deepened losses on Friday, with the BSE Sensex slipping 603 points to 79,412 and the Nifty 50 dropping 168 points to 24,597. Banking and financial‑services stocks led the decline, as the Nifty Bank fell 763 points, testing...
US critical minerals talks in Caracas signal a push for a formal Venezuelan mining value chain. https://www.metalnomist.com/2026/03/us-critical-minerals-supply-chain-in.html
AI adoption is gaining traction in emerging market firms, with roughly 40% reporting use of AI for internal processes or customer‑facing products. Digital‑first companies lead the wave, achieving a 64% adoption rate, while newer startups founded after 2015 exceed 50%...
The International Monetary Fund announced it is prepared to assist nations whose balance‑of‑payments are strained by the escalating Middle East conflict. Managing Director Kristalina Georgieva warned that higher energy prices could lift inflation by 40 basis points and shave up...
In this episode, Starwood Capital Group President Jonathan Pollack discusses his first year overseeing operations, emphasizing a strategic shift toward deeper partnerships with insurance capital and a rapid expansion of the firm’s data‑center platform driven by AI and cloud computing....

Fidelity Gold Refinery (FGR) published its official gold buying rates for Zimbabwe on 6 March 2026. The fire‑assay cash price tops the table at $155.94 per gram ($4,850.28 per ounce) for gold above 100 g, while SG 90 %+ gold is priced at $155.12 per...
Somalia’s banking sector has rebounded over the past decade, quadrupling assets to $1.8 billion and expanding deposits to $1.43 billion, yet it remains highly fragmented with 13 small, under‑capitalised banks. Most institutions are privately owned, Sharia‑compliant and concentrated in urban centres, leaving...
Axi, the Australian‑based retail FX and CFD broker, has appointed Andrea Rebusco as Regional Head for the UK, EU and LATAM, reinforcing its dual B2C and B2B growth strategy. Rebusco brings nine years at IG Group plus senior roles at...

Bank of Japan (BOJ) policymaker Hiroshi Himino said underlying inflation is gradually accelerating toward the bank's 2% price‑stability target, while the central bank keeps monetary conditions broadly accommodative. He emphasized that the BOJ will fine‑tune the degree of accommodation but...

The article warns that prediction markets such as Polymarket are becoming real‑time sensors for classified military intent, citing the 2024 Maduro removal bet, a 2026 Israeli insider‑trading indictment, and the failed DARPA Policy Analysis Market. It explains how contract spikes...
CBRE’s Q4 2025 Core Multifamily Buyer Sentiment survey shows core buyer optimism improved quarter‑over‑quarter while negative sentiment stayed flat, contrasting with a dip in value‑add buyer confidence. Underwriting assumptions remained steady for the second straight quarter, and average going‑in cap rates...

The episode examines the fallout from the US‑Israel strike on Iran, with Mike Ferhey explaining how disruptions to the Strait of Hormuz and attacks on LNG facilities are driving sharp spikes in oil and gas prices, pressuring European energy markets,...
Crude's reaction to the one-month, conditional US "waiver" on Indian purchases of Russian oil says it all. Brent is not even 1% lower Friday afternoon in Asia, after settling at a 20-month high above $85. @VandaInsights' first Executive Briefing Note of...

The Philippines, heavily dependent on imported oil, is confronting rising fuel costs driven by Middle East tensions. President Ferdinand Marcos Jr. ordered government offices to keep air‑conditioners at a minimum of 24 °C and is exploring flexible or four‑day work weeks...

The market outlook for the coming week centers on four key data releases: Japan’s final Q4‑2024 GDP estimate on Sunday, the Baden‑Wurttemberg state election in Germany on Monday, U.S. February CPI on Wednesday, and the Core PCE price index for...
Blue Owl Capital has imposed an indefinite gate on its flagship retail‑focused alternative investment vehicle, halting all investor withdrawals. The move, driven by a wave of redemption requests that threatened a liquidity mismatch, mirrors concerns from the 2008 Bear Stearns...

In this episode of This Week in Futures Options, host Mark Longo and CME Group chief economist Eric Norland dissect a volatile week across energy, equity, and crypto markets. They highlight heating oil, crude oil, and natural gas as the...
The Trump‑Xi summit scheduled for late‑2026 follows a fragile 2025 Busan truce that temporarily halted tariffs and export bans. While the pause eased immediate market stress, critical issues such as transshipment tariffs, rare‑earth and high‑end semiconductor controls remain unresolved. Chinese...
Reckitt Benckiser’s CEO Kris Licht declared India and China must‑win markets as middle‑class households there now outnumber those in Europe and the United States combined. Emerging markets now represent about 42 % of Reckitt’s core net revenue, with India and China...

South Korea's headline CPI held at 2.0% year‑on‑year in February, while core inflation rose to 2.3%. Fresh food and petroleum prices fell, but service costs increased, showing lingering price pressure. Higher global oil prices and a weakening won have sharpened...
Fastmarkets has announced a proposal to introduce two new ex‑works China graphite flake price indices – 94% carbon, -100 mesh and 94% carbon, +80 mesh. The indices will be published weekly on Thursdays at 7 pm Shanghai time, with a minimum...

*DENSO MADE BUYOUT OFFER TO ROHM, DEAL SEEN ABOUT ¥1.3T: NIKKEI Did not fact check attached, but assuming AI overlord is correct on the valuation of Toshiba stake + Prefs, this 1.3T takeover price looks way too low. I'm all for...
#AVON won a $12.7m order for Filters for a middle east customer. ShareScope showing fwd p/e 20.5 falling to 18.3 and fwd Divvy 1.3% rising to 1.5%; not a crazy rating for a defence stock and seems to be on...

A 2020 study applied an ARIMA(1,1,1) model to forecast the S&P 500 index for options trading, comparing it against a GARCH(1,1) benchmark. The authors bought undervalued calls and sold overvalued puts based on forecast‑price versus strike‑price differentials. Results showed ARIMA...
What will be impact of the conflict in the Middle East be on energy bills? What can we do to avoid being so exposed to international fossil fuel price volatility? I was asked these and other questions by LBC News....
The US is temporarily easing sanctions on Russian oil sales to India to address supply shortages and reduce the impact of the surge in prices in the wake of US and Israeli attacks on Iran. The decision to ease sanctions...

Australia shipped 91,511 tonnes of chickpeas and 300,009 tonnes of lentils in January, according to the Australian Bureau of Statistics. Chickpea exports collapsed 85% from the December peak of 594,201 tonnes, while lentil shipments slipped 5% from December’s 316,358 tonnes....
Korea is a super interesting case (even before the latest events in the Gulf). Surging current account surplus (10% of GDP), surging domestic stock market and a very weak currency are an unusual combination 1/

Swedish central bank urges public to horde cash in case of payments disruption https://t.co/ckNfNUQsve "The Riskbank is currently working on improving the possibility of making offline payments by card to strengthen resilience." https://t.co/yLYmWsDoh0
So the agenda for the Trump-Xi summit will reduce to 'beans, Boeings and barrels (of oil)? 1/

Very surprised by the negativity surrounding Freee 4478 JP. I'm either completely wrong, or in it's a highly contrarian buy. https://t.co/ihtyiQ5SFt

At the time this trade had zero catalysts other than $JPM calling for $30 and everyone chasing $Silver at 110+. It's never hwere the crowd is looking/chasing and if you study the thread there were months of absolutely nothing happening outside...
Low vol begets high vol, to paraphrase Minsky. Systems trained on Powell, and they all have been trained on Powell, will struggle to interpret Warsh… especially as he himself will struggle with the same.

Update on the Fed’s Balance Sheet and its Reserve Management Purchases. Adding T-bills, shedding MBS, Treasury note & bond balances on ice, SRF unused https://t.co/M947SfSoUP https://t.co/c3uHc5VmGA

Florida is one of the few places where active inventory is down a little year-over-year right now Also: Connecticut homebuyers still can't catch a break Analysis via @ResidentialClub https://t.co/cp8T0N2iHu https://t.co/OFTPOagq2t