BMI warns that the Israel‑Iran conflict will increase policy uncertainty and deter foreign investment in India. The firm keeps its FY2026/27 GDP growth forecast at 7 % but flags geopolitical risks that could offset gains from new US and EU trade agreements. A potential closure of the Strait of Hormuz could raise energy costs and shave up to 0.5 percentage points from GDP. Meanwhile, the US‑India tariff reduction and pending EU‑India free‑trade pact remain positive catalysts.

The column explains that ETF liquidity is driven primarily by the liquidity of the underlying securities, not by daily trading volume. It describes the in‑kind creation and redemption process that keeps ETF prices aligned with NAV. Real‑world examples show that...
The New South Wales government has extended the development consent for the Dartbrook thermal coal mine by six years, now running until 5 December 2033. The extension secures the mine’s 6 Mtpa coal handling and preparation plant (CHPP) operations. The decision arrives amid...

Indonesia’s President Prabowo Subianto announced he is ready to travel to Tehran to mediate between Iran and the United States after the recent U.S.-Israel strikes. The foreign ministry framed the offer as a call for restraint, stopping short of condemning...
Closed‑end fund RLTY offers an 8.3% yield but pays out more than it earns, eroding NAV over time. The fund is positioned to capture AI data‑center growth through holdings in REITs such as DLR, AMT, and EQIX. However, its 34.6%...

Real estate brokers can turn private lending into a strategic advantage by offering faster, more flexible financing than traditional banks. Private lenders specialize in distinct property types and deal sizes, allowing brokers to match investors with the right capital source....
Taiwan, home to 23 million people, sits at the nexus of global trade routes and the semiconductor supply chain, making its stability a linchpin for worldwide commerce. The Kuomintang (KMT) argues that the island should not be forced to align exclusively...

Golden Goose reported FY25 revenue of €734 million, a 15% year‑on‑year rise, driven by a 21% surge in direct‑to‑consumer sales that now represent 81% of total revenue. The brand added 17 new stores, bringing its global footprint to 232 locations, with...
Florida experienced an unprecedented freeze from late December 2025 through early February 2026, inflicting over $3 billion in agricultural losses. Key commodities such as tomatoes, squash, and bell peppers saw up to 50% crop loss, while strawberries, blueberries, and citrus also...
ServiceNow completed a 5‑for‑1 stock split and posted a strong Q4, with subscription revenue of $3.5 billion, up 21 % YoY. AI‑focused Now Assist generated over $600 million in annual contract value, while non‑GAAP free‑cash‑flow margin reached 57 %. Despite these gains, the stock...

VLCC charter rates surged to a record $424,000 per day after the U.S.-Israeli strike on Iran, as the Strait of Hormuz was officially closed to traffic. Spot rates for Middle‑East‑to‑China voyages jumped well above $400,000, dwarfing the recent $100,000‑plus benchmarks....
![MARKET PULSE AM MARCH 3, 2026 [WATCH]](/cdn-cgi/image/width=1200,quality=75,format=auto,fit=cover/https://assets.nst.com.my/images/listing-featured/E988962854157AB41A6A7C5051DD8CD0_data_0.jpg)
Bursa Malaysia opened higher on Tuesday, rebounding from yesterday’s sell‑off as bargain hunters returned. Analysts flagged renewed buying interest in large‑cap banking stocks, drawn by attractive dividend yields. The benchmark index is projected to trade between 1,690 and 1,715 points...
Alphabet posted an 18% revenue jump to $113.8 billion in Q4, with Google Cloud surging 48% and net income rising 30%, underscoring strong AI‑driven growth and operating leverage. The Trade Desk reported $847 million in revenue, up 14% YoY, but its growth...

U.S. and Chinese officials have begun talks to revive reciprocal investment ahead of President Donald Trump's scheduled visit to Beijing. Both sides are exploring structured joint ventures and licensing arrangements, with Beijing demanding stronger protection for its firms and Washington...

UK inflation fell to a ten‑month low in January, reviving hopes of a Bank of England rate cut in March. However, gilt yields surged, with five‑year yields up 19 basis points, ten‑year up 14 basis points and two‑year up 12...

Buy‑to‑let landlords stayed active in the UK rental market as average rents rose to £1,602 PCM, a 4.9% increase year‑on‑year. The South Coast led growth with a 10.5% jump, while London rents grew modestly but remain 49% above the national...

UK estate agents who grew in 2025 allocate significantly more budget to marketing beyond property portals than the market average, according to the Voice of the Agent survey of 495 firms. Average agents spend 6.8% of income on such marketing,...

SimplyPhi’s 2025 Regional Housing Market Report shows average private rents in all nine English regions surpass Local Housing Allowance (LHA) rates, creating monthly shortfalls of £377 to £1,194. While rental supply peaked at 77,458 units in Q2 2025, only about 1,154...
Mayville Engineering Company reported Q2 2025 net sales of $132.3 million, a 19.1% decline year‑over‑year, and adjusted EBITDA of $13.7 million, with margin slipping to 10.3%. The company completed its AccuFab acquisition, expanding its serviceable addressable market by roughly 60%...
Honeywell reported a strong fourth‑quarter 2025, with organic orders up 23% and a record backlog exceeding $37 billion. Organic sales rose 11% (6% excluding the Bombardier agreement) and adjusted EPS climbed 17% to $2.90. Free cash flow surged 48% to $2.5 billion,...
Sportradar reported record 2024 results, posting $1.1 billion in revenue, a 26% year‑over‑year increase, and adjusted EBITDA of $222 million, lifting the margin to 20%. The company announced the acquisition of IMG ARENA from Endeavor, receiving $125 million in cash and up to $100 million...
NeuroPace reported fourth‑quarter 2025 revenue of $26.6 million, a 24% year‑over‑year increase driven primarily by a 26% rise in RNS system sales to $22.4 million. Gross margins improved to 77.4% overall and 80.5% for the RNS product, while operating expenses grew slower...
Gran Tierra Energy reported Q4 2020 production of roughly 23,000 barrels of oil per day while sharply curbing costs, cutting operating expenses 39% to $145 million. The company achieved a 133% proved‑developed‑producing reserve replacement ratio and a 1P net present value...
Upland Software reported flat organic growth in Q4 2025, but highlighted a strong margin expansion to 31% and free cash flow of $24.4 million, surpassing its $20 million target. The company maintained a 96% net dollar retention rate and added 110 new...
WEC Energy Group reported adjusted 2025 earnings of $5.27 per share, an 8% increase year‑over‑year, after excluding a $0.46 per‑share settlement charge in Illinois. Strong weather and a favorable Wisconsin rate review added $1.09 to earnings, while the company announced...
Fuel Tech Inc (FTAI) reported a breakout 2025, with aerospace products generating $195 million adjusted EBITDA in Q4—a 66% year‑over‑year rise—and full‑year company EBITDA reaching $1.2 billion, up 38%. The Strategic Capital Initiative I secured $2 billion in equity and $6 billion total capital,...
Evolus Inc. reported fourth‑quarter 2025 net revenue of $90.3 million, a 14% year‑over‑year increase, and full‑year revenue of $297.2 million, marking a sixth consecutive double‑digit growth year. Jeuveau drove the bulk of sales, achieving over 14% U.S. market share, while the newly...
GitLab reported record annual recurring revenue (ARR) surpassing $1 billion and full‑year revenue of $955 million, a 26% increase year over year. The fiscal fourth quarter delivered $260 million in revenue, 23% growth, and a non‑GAAP operating margin of 20.5%, beating guidance. Management...
Oaktree Specialty Lending Corp reported adjusted net investment income of $36.1 million ($0.41 per share) for the quarter, a modest rise from the prior period. New funded investments surged 42% to $314 million, expanding the fair‑value portfolio to $2.95 billion with a weighted‑average...
AutoZone Inc. (AZZ) posted Q2 2026 sales of $417.3 million, up 2%, driven by a 10.8% surge in its Metal Coatings segment. Adjusted EPS rose 13.1% to $1.55, while operating cash flow increased 23% to $58.4 million. The company trimmed net leverage...
Crexendo Inc. reported a flat production outlook for 2026 while front‑loading 60% of its annual capital expenditures in the first half of the year, giving it flexibility to accelerate drilling if market conditions improve. The company highlighted a deep Utica...
B&G Foods reported Q4 2025 net sales of $539.6 million, a 2.2% decline, while posting a $15.2 million net loss driven by non‑cash impairment charges. The company completed the sale of its Green Giant U.S. frozen business for $63.2 million and secured a...

Russia’s prolonged war in Ukraine has drained its economic and military capacity, forcing a rapid retreat from peripheral outposts that once underpinned its global influence. Moscow’s refusal to aid Iran, the withdrawal from Syria’s Qamishli airport, and the erosion of...
Advantage Solutions reported Q4 2025 revenue of $785 million, a 3% YoY increase, driven by Experiential Services growth while Branded and Retailer Services lagged. The company refinanced debt to 2030, paying down $90 million and extending maturities, and sold three non‑core businesses...
Quantum‑Si reported Q4 2025 revenue of $0.5 million and full‑year revenue of $2.4 million, while cutting GAAP operating expenses to $21.2 million and adjusted expenses to $18.3 million. The company ended 2025 with $215.8 million in cash, supporting operations through 2028. Management announced a $425,000...
Superior Group of Companies (SGC) posted Q4 2025 results showing Branded Products revenue falling to $85 million, an 8% YoY decline, while SG&A expenses dropped 7% to $48 million, keeping the SG&A ratio flat at 35%. Net income rose to $2.7 million sequentially...
Cumberland Pharmaceuticals reported fiscal 2025 revenue of $44.5 million, an 18% increase year‑over‑year, driven by a 31% Q4 surge to $13.7 million from Vibativ, Sancuso and the newly launched Talicia. Adjusted earnings turned positive at $1.7 million and operating cash flow rose to...
Webtoon Entertainment reported Q4 2025 revenue of $330.7 million, a 4.1% decline, while full‑year revenue rose 3.9% to $1.4 billion. The quarter’s net loss ballooned to $336.5 million, driven primarily by a goodwill impairment tied to Wattpad. A strategic milestone was Disney’s...
Dutch Bros reported a 28% revenue increase to $1.64 billion for 2025, driven by 154 new store openings that brought the system to 1,136 locations. Adjusted EBITDA rose 31% to $303 million and average unit volume hit a record $2.1 million. The company...
Eagle Materials reported Q4 FY2025 revenue of $558 million, a modest decline driven by lower cement, concrete and aggregates volumes after record rainfall in the Midwest. Despite the volume drop, earnings per share rose to $3.56, helped by a 3%...
Box Inc. reported Q1 FY2026 revenue of $276 million, up 4% year‑over‑year, and billings surged 27% to $242 million, driven largely by pricing increases and rapid adoption of its AI‑focused Enterprise Advanced suite. Remaining Performance Obligations climbed 21% to $1.5 billion, while net...
CVRx reported fourth‑quarter 2025 revenue of $16 million, a modest 4% year‑over‑year increase, while gross margin improved to 86% driven by higher selling prices and manufacturing efficiencies. Net loss widened to $11.9 million as SG&A and R&D expenses outpaced revenue growth, but...
Latham Group reported Q4 2025 net sales of $100 million, a 15% year‑over‑year increase, pushing full‑year revenue to $546 million, up 7%. Adjusted EBITDA surged to $10 million in the quarter and $100 million for the year, with margins expanding...
On Holding AG reported record Q4 performance and a full‑year net sales of CHF 2.32 billion, a 33% constant‑currency increase. Direct‑to‑consumer sales grew to 48.8% of total, pushing the Q4 gross profit margin to 62.1% and adjusted EBITDA margin to 16.4%. The...
Antero Resources Corp. closed its HG Energy acquisition ahead of schedule, adding 385,000 net acres and over 400 drilling locations, while divesting its Ohio Utica asset to cement its status as West Virginia's leading natural gas and NGL producer. The...
EVGO reported a fourth‑quarter 2025 revenue of $678 million and GAAP net income of $32 million, with adjusted EBITDA reaching $126 million. The company secured a record $520 million in new or expanded contracts, including five ICE‑dedicated facilities that add roughly $400 million of annualized...
Marex Group reported record Q2 2025 adjusted profit before tax of $106 million, up 16% year‑over‑year, as revenue climbed 18% to $500 million. Strong performance was driven by a 59% surge in agency and execution revenue and an 80% jump in securities revenue,...
Thermon Group Holdings reported record Q3 fiscal 2026 results, with revenue of $147.3 million, up 10% year‑over‑year, and adjusted EBITDA of $35.66 million, a 12% increase. Gross margin improved to 46.6% and adjusted EPS rose 18% to $0.66. Orders grew...
908 Devices reported Q3 2025 revenue of $14 million, a 4% year‑over‑year decline but an 8% sequential increase, driven largely by FTIR‑based Explorer devices. Adjusted EBITDA loss narrowed to $1.8 million, a 53% quarter‑over‑quarter improvement, marking the smallest loss since the company...
Kontoor Brands reported a 27% jump in global revenue for Q3 2025, driven primarily by the Helly Hansen acquisition and steady Wrangler performance. Adjusted gross margin expanded 80 basis points to 45.8%, while adjusted EPS rose 5% to $1.44. Management...