Stock Markets

Greed is bad, patience is good: Walter de Oude’s case for tuning out the noise

2026-08-07T09:46:00.000Z
How sustainable is the current AI investment boom?

Chips up, Meta down and a Fed on hold: making sense of a week that went in every direction

2026-07-31T09:46:00.000Z
The question now is whether this is just a temporary summer tantrum or a serious change of heart about the AI trade that has underpinned the stock market.
THE BROAD VIEW

Are investors really getting cold feet about the AI boom?

2026-07-31T04:00:00.000Z
Many exchanges, such as the Philippine Stock Exchange, continue to treat every delisting as a defeat.
THINKING ALOUD

Count the companies worth owning, not the ones listed

2026-07-28T23:00:00.000Z
Markets supported by multiple sources of earnings growth tend to be more resilient, relying less on any single sector or investment theme.
CIO CORNER

Why earnings matter more than headlines

2026-07-28T08:40:21.000Z
Which Asian economies are proving most resilient to higher oil prices?

Oil at US$100, new tariffs and a yen at a 40-year low: Barclays on what Asia faces next

2026-07-24T09:46:00.000Z
China is progressing across multiple AI fronts: open-source models, humanoids and physical AI, semiconductor equipment and domestic supply chains.

Asia’s AI rally is narrowing. But the opportunity is also broadening

2026-07-23T05:36:20.000Z
The Philippine Stock Exchange is reviewing its involuntary delisting rules and rolling out market reforms to stem corporate exits and revive investor participation.
NEWS ANALYSIS

Can softer delisting rules save Manila’s bourse from hollowing out?

2026-07-19T08:33:42.000Z
South-east Asia is becoming increasingly important in the global semiconductor supply chain.

Chip stocks falling, oil rising and India’s US$30 trillion opportunity: M&G’s Vikas Pershad on where to look now

2026-07-17T09:46:00.000Z
Is there increasing doubt around AI investments translating to profits?

Oil, AI and a wobbly yen: JP Morgan’s Raisah Rasid on what investors should consider now

2026-07-10T09:46:00.000Z