The U.S. Supreme Court nullified President Trump’s reciprocal tariffs imposed under the International Emergency Economic Powers Act, prompting the administration to replace them with a blanket 15% tariff under Section 122. This shift lowers the average U.S. tariff rate to about 14%, down from a peak of 28% in April 2025, and creates the prospect of large customs refunds worth $140‑175 billion. Emkay Capital sees India as a primary beneficiary, estimating its effective export tariff will settle between 11% and 13%, well below China’s rate. However, sector‑specific duties under Section 232 on steel, aluminium and automobiles remain in force.
Nvidia’s earnings dominate this week’s market focus as AI‑chip demand remains a key driver. Home Depot and Lowe’s will report amid a housing‑market slowdown, while Berkshire Hathaway files its first post‑Buffett report under Greg Abel. Media firms Paramount Skydance and Warner Bros. Discovery revive...
Analysts project roughly a 20% upside for TransDigm Group (TDG) even after recent price‑target reductions. The aerospace parts maker posted Q1 2026 sales of $2.29 billion, up 14% year‑over‑year, and adjusted EPS of $8.23, beating estimates. Net income slipped 9.7% to...
Netflix is pursuing a takeover of Warner Bros Discovery, a move that could reshape theatrical release windows just as cinemas rebound from pandemic‑induced losses. Analysts warn that a shorter exclusive‑theatre period would erode box‑office revenues for operators like AMC, Cinemark...
Channing Capital Management LLC reduced its Boeing position by 13.7%, selling 6,771 shares and ending the quarter with 42,600 shares valued at $9.19 million. Insider executives also trimmed holdings, collectively selling over 19,500 shares worth $4.6 million in February. Meanwhile, Boeing reported...
India’s power demand rebounded sharply in December, posting a 6.3% rise, and continued climbing in January as a harsh winter and improving economic activity spurred electricity consumption. The surge is expected to lift coal demand, reversing a period of weakness...
Indonesia must orchestrate a record‑size share sale to lift the free‑float of 267 listed firms to at least 15%, up from the current 7.5% floor. The Indonesia Stock Exchange estimates the required issuance will total about 187 trillion rupiah (approximately S$14 billion),...

Lincoln International’s Private Market Index shows the $3 trillion private‑credit sector is growing in size but slipping in quality. Enterprise value rose 1.9% while EBITDA growth slowed and the “shadow default” rate more than doubled to 6.4% over the past year....
SafariCo Group is allocating $72 million to expand and refurbish its Tanzanian lodges, backed by a $50 million International Finance Corporation loan. The plan adds 184 rooms, pushing the portfolio beyond 1,000 keys across the Elewana, Explorer and Sopa brands. Tanzania’s tourism...
iFOREX debuted on the London Stock Exchange with a prospectus showing $49 million in revenue and $4 million EBITDA, marking a significant milestone for the 20‑year‑old FX broker. Senior Plus500 executives sold more than $90 million of company stock, entering a 365‑day lock‑up...
Opendoor Technologies reported earnings that beat Wall Street expectations, sending the stock sharply higher. Revenue climbed 12% year‑over‑year to $1.2 billion, while the net loss narrowed to $210 million, outperforming analysts’ forecasts. The company also saw inventory rise 15% despite a backdrop...
IHG Hotels & Resorts has signed a management agreement with JADEER GROUP to develop a 140‑key Hotel Indigo in Cairo’s New Administrative Capital, slated for opening in 2033. The property will join IHG’s growing portfolio in Egypt, which already includes...
Newgen Software and Netweb Technologies posted strong weekly gains, rising 16% and 17% respectively, placing them among the top performers in the Nifty 500. Both stocks saw delivery volumes spike dramatically—Newgen’s volume up nearly nine‑fold and Netweb’s three‑fold versus their...

Yoco’s international expansion chief Marcello Schermer says African fintechs must evolve from passive transaction recorders to proactive financial partners. After a decade of digitising payments, the continent now hosts over 5,000 startups and attracted $1.37 billion in 2024, with fintech capturing...
Triple Eight Capital’s Roscoe Widdup warns that gold remains the market’s biggest trade, with bullion prices poised to climb above $5,000 per ounce. He highlights that top gold miners are trading at less than 10 times forward cash‑flow, a steep discount...
The U.S. Supreme Court ruled that the International Emergency Economic Powers Act cannot be used to impose sweeping global tariffs, forcing the Trump administration to abandon the IEEPA‑based duties on India. Hours later, President Trump invoked Section 122 of the Trade...
At the Africa Business Forum 2026 in Addis Ababa, leaders launched the Jobs Wall Commitment Tracker to record public and private sector job promises. The gathering emphasized that Africa’s youthful demographic demands risk‑tolerant, long‑term capital focused on research, innovation, and...

ICRA projects India’s year‑on‑year GDP growth to ease to 7.2% in Q3 FY 2025‑26, down from 8.2% in the prior quarter. The slowdown is driven by weaker services (+7.8% versus +9.2%) and agriculture (+3.0% versus +3.5%) growth, even as industrial output...
Meta Platforms is now the cheapest member of the Magnificent Seven based on forward price‑to‑earnings, trading at 21.1 versus the S&P 500’s 21.9. The company posted $59.9 billion in Q4 2025 revenue, with advertising driving $58.1 billion and Reality Labs losing $6 billion. Despite concerns...
The VistaShares Target 15 Berkshire Select Income ETF (OMAH) tracks Berkshire Hathaway’s largest equity positions while also holding BRK.B shares directly. It enhances income by writing covered calls on these stocks, delivering a 14.3% distribution yield but capping upside potential....

The Philippine Senate will convene an all‑senators’ caucus on Feb 23 to set ground rules for talks with the Chinese Embassy over the West Philippine Sea dispute, with Senate President Pro Tempore Panfilo Lacson emphasizing diplomatic courtesy and the possibility of...
VictoryShares Free Cash Flow ETF (VFLO) received a reiterated buy rating, highlighted by a low 13.5× P/E multiple and a PEG ratio under 1.5×, indicating attractive valuation. The fund employs a barbell strategy, overweighting Energy, underweighting Information Technology, and maintaining...

Japan's government will submit an immigration reform bill requiring airlines to deny boarding to travelers lacking pre‑travel authorization starting fiscal 2028. The measure obliges visa‑exempt visitors to declare occupation, purpose and accommodation online, with the Immigration Services Agency verifying data...

President Donald Trump announced a new 15% tariff on imports, raising the rate from the 10% he mentioned a day earlier. The increase follows a Supreme Court ruling that invalidated his earlier reciprocal and fentanyl‑related tariffs. Trump said the tariffs...

The 2026 Milan‑Cortina Winter Olympics have pledged that virtually all electricity powering the Games will come from certified renewable sources. Enel will supply roughly 85 GWh of clean power, using guarantee‑of‑origin certificates to prove its green origin. Infrastructure upgrades, including new...
Invenergy announced a supply agreement with Tallgrass to provide natural‑gas infrastructure for up to three new gas‑fired power plants in Arizona’s Maricopa and Yuma counties. The deal comes as the utility expects electricity demand to surge more than 40% over...

Emerging markets in Brazil, Ethiopia, and Egypt led 2025’s fastest tourism growth, with global arrivals hitting 1.52 billion, a 4 % rise. Brazil saw a 37 % surge to 9.3 million visitors, driven by new air routes and Embratur marketing. Egypt’s Grand Egyptian Museum...

Tourism in Mauritius hit a record 1.44 million arrivals in 2025, generating Rs 103.4 billion in receipts. While hotel guests spend more per night, the non‑hotel accommodation segment—seasonal rentals, villas and apartments—offers longer stays, averaging 15 nights and a higher economic multiplier. Occupancy...

Kuwait’s Combined Contracting Group Co. (CGCC) secured a KWD 10.2 million contract to provide gas‑gathering support services in the Partitioned Neutral Zone (PNZ) at the Al‑Wafra Joint Operations facility, a partnership between Kuwait Gulf Oil Co. and Chevron Saudi Arabia. The deal...
Political violence in Kenya has resurfaced, highlighted by police using teargas and live fire at an ODM rally in Kitengela and a subsequent disruption of a public meeting in Kakamega. Human‑rights organisations warn that women and children suffer disproportionately as...

Slovak journalists allege that the Ministry of Defence awarded Czechoslovak Group (CSG) €60.36 bn in contracts after the 2023 election, potentially to lift investor sentiment ahead of CSG’s January 2026 Amsterdam IPO. The IPO raised a record‑size defence offering, valuing CSG at...

Southwest’s Rapid Rewards Priority Credit Card carries a $229 annual fee but offers a hefty welcome package that includes a Companion Pass through Feb 2027 and 40,000 bonus points after $5,000 spend. Cardholders earn 4X points on Southwest purchases, 2X at gas stations...

On February 1, 2026, silver ETFs plunged into deep discounts, revealing flaws in the existing price‑band system that relies on stale T‑2 NAV data. In response, SEBI issued a consultation paper proposing new reference‑price methods and a tiered circuit‑limit framework for...
Medtronic, one of the world’s largest medical‑device makers, is refocusing on its highest‑margin, fastest‑growing businesses by spinning off its diabetes unit. The company continues to innovate, highlighted by the Hugo surgical robot, and has delivered 48 straight annual dividend increases,...
The iShares MSCI Global Gold Miners ETF (RING) retains a buy rating thanks to its attractive valuation and strong technical momentum. Over the past year the fund posted a 157% total return, outpacing the S&P 500 by 145 percentage points, while...
The market opened higher as the S&P 500 rose 0.69% and the Nasdaq added 0.90% following Nvidia’s earnings beat and Apple’s upbeat product outlook. Nvidia shares edged up 1% after reporting revenue that topped expectations, while Apple gained 1.5% on news...
The Chefs’ Warehouse reported fourth‑quarter revenue of $1.14 billion, topping the $1.1 billion consensus. CEO Christopher Pappas highlighted sustained demand from upscale‑casual and higher‑end dining segments across domestic and international markets. The company also announced FY26 revenue guidance of $4.35‑$4.45 billion, roughly in...
Oppenheimer raised its price target on SharkNinja (NYSE:SN) to $145 from $140 and kept an Outperform rating after meeting management. Morgan Stanley and Guggenheim also lifted their targets, signaling broader analyst optimism. SharkNinja reported Q4 revenue of $2.10 billion, slightly above...
Jefferies raised its price target on The Williams Companies (WMB) to $81 from $78, maintaining a Buy rating after a strong analyst day. UBS also lifted its target to $89, citing a $7.3 billion power‑generation backlog that could generate $1.4 billion annual...
Stifel analyst J. Bruce Chan raised FedEx's price target to $412 from $328 and kept a Buy rating after the company's 2026 Investor Day outlined a mid‑term roadmap to 2029. FedEx targets 4% compound‑annual revenue growth and an 8% operating...
RBC Capital raised its price target on Prologis to $135, up from $132, after the REIT posted a fourth‑quarter FFO beat and signaled stronger market conditions. Analyst Michael Carroll reiterated a Sector Perform rating, citing confidence in the company’s expanding...
Kayne Anderson Energy Infrastructure Fund (KYN) is rated a buy, delivering a 7.4% distribution yield and heavy exposure—95%—to mid‑stream energy equities that stand to benefit from AI‑driven electricity demand. The fund trades at a 12.14% discount to its net asset...

Japan’s real wages are set to move into positive territory in January 2026 after a year of decline, driven by a slowdown in CPI inflation to 2% YoY and a suite of government price‑relief measures. Tax cuts on gasoline, tuition‑free...
The U.S. Supreme Court struck down the 18% reciprocal tariffs imposed on Indian goods, prompting President Trump to replace them with a uniform 15% worldwide tariff under Section 122. This adjustment lowers the levy on Indian labour‑intensive exports—textiles, leather, shrimp—from the...

YPF SA is committing to keep its $3.5 billion upstream capital spending unchanged, even if oil prices slip to $55 per barrel, to sustain its shale push in the Vaca Muerta basin. CEO Horacio Marin said the company has raised a $1 billion war...

Sumeet Bagadia of Choice Broking forecasts the Indian market to trade sideways to modest gains, keeping the Nifty 50 within a 25,400‑25,900 band until a breakout above 25,888 triggers a stronger uptrend. He notes that Bank Nifty remains firmly above...
Foreign institutional investors turned net buyers in February 2026, channeling roughly Rs 16,912 crore into Indian equities. This marks a sharp reversal from January’s Rs 35,962 crore outflows and a year‑to‑date net outflow of Rs 19,050 crore. The buying was uneven across sectors, with IT stocks...
The U.S. Supreme Court struck down President Trump’s sweeping Section 232 tariffs, removing the 18% duty on many Indian exports. Hours later Trump announced a 10% global tariff on all imports, effective immediately. Indian exporters in gems, textiles, pharma and auto...

China’s railway giants are turning outward as domestic high‑speed lines saturate, seeking overseas contracts in Southeast and Central Asia. Projects already under way include Thailand’s 610 km line, Malaysia’s 665 km east‑west railway, and Indonesia’s Jakarta‑Bandung service that has moved 12 million passengers....
Chariot Plc announced a $20 million equity placing to help finance the acquisition of a producing oil interest offshore Angola. The deal, in partnership with Shell Trading and Etu Energias, targets Blocks 14 and 14K, which currently produce about 8,000 barrels per day....