Stock Markets

Oil shock’s rate repricing: G4 holds, gold bullish, dollar firms

Middle East turmoil has roiled global markets, sparking rate hike speculation despite G4 central banks holding firm. Can the 'transitory' view survive soaring oil?

What could the closure of the Strait of Hormuz mean for crude oil and equities markets?

Oil shock stalls stocks: Geopolitical risk trumps fundamentals

Is the stock market's oil shock panic warranted as crude nears US$100? Howie Lim finds out.

Earlier this month, software stocks experienced a week-long sell-off, with some calling it a ‘software-mageddon.’

AI euphoria: reality check hits the software market

Amid tech stock struggles and 'Software-mageddon' fears, we examine if Nvidia's results will soothe anxieties, also Asia’s chip rally and Japan’s spending risks.

Investors have lately been worried about how artificial intelligence can disrupt software firms, which have been making money, but for which prospects are now in doubt.
THINKING ALOUD

As private credit worries rattle investors, mind the risks in the markets

Price rises need to be anchored by fundamentals. So now might be the time for investors to exercise some caution

Which specific sectors within tech are best positioned to outperform?

Tech jitters, Fed splits, Dollar gains: nerves rise

Global stocks fall, the dollar strengthens and oil prices rise amid tensions. Also get insights into AI stock and commodity volatility.

The latest economic indicators underscore weak consumer demand as some government stimulus programmes are scaled back, according to Nomura Holdings. 

China’s stock bull run falters with earnings set to underwhelm

Corporate profit pre-announcements have shown a ‘major deterioration’ for the last quarter of 2025: Morgan Stanley

The rout is hardly limited to US-listed companies.

Trillion-dollar tech wipeout ensnares all stocks in AI’s path

Software companies have spent the last few years developing their own AI tools

The value of outstanding margin debt on China’s stock exchanges climbed to a record last week – amid soaring inflows into gold and silver ETFs.

Decade-high margin levels in Asia help explain selling intensity

Gold, silver and global equities have advanced to all-time highs