Markets/Macro

Provincial project undercuts China-backed Suki Kinari and Patrind plants, highlighting cost disparities in Pakistan's energy infrastructure.

Renewed optimism over a potential US-Iran agreement lifted risk sentiment and crude prices, setting a positive tone for Asian and European markets ahead of a volatile macro calendar.

Three arrests in Sabah highlight persistent arbitrage risks for Malaysia’s edible oil subsidy programme, though volumes remain too small to move global palm oil markets.

Banco de la República cites unanticipated gasoline price hikes and weather-driven supply shocks as key drivers behind the upward revision in its July monetary policy report.

The East African nation is weighing a major equity investment in the Nigerian group's proposed 700,000 bpd plant, signaling state-level backing for the project's financing plan.

Elevated crude prices and supply disruptions from Gulf tensions have driven record earnings for eight global energy giants, intensifying scrutiny on windfall gains.

Falling crude prices drag down agricultural futures, while weather forecasts and Black Sea supply prospects add pressure to wheat and soybean markets.

The Nigerian lender notified clients of the data compromise, adding to a wave of recent security incidents targeting financial institutions globally.

The Nigerian refining giant plans to conclude its initial public offering by October, building on a recent $2.5 billion private placement to fund expansion and reduce fuel imports.

The regulator's weekly reference calculation signals diverging cost pressures for motorists, though final pump prices remain set by individual operators.

Governor Sheriff Oborevwori urges investors to target agriculture and mining sectors, signaling a strategic shift in one of Nigeria's key energy-producing regions.

Diplomatic progress between Washington and Tehran is driving a broad rally in bullion, with lower crude oil prices further easing inflation concerns for investors.

With the index closing in on its best return in six years, investors are weighing Fed policy, inflation trends, and earnings as key catalysts for August.

US equities reversed recent tech-led losses after Treasury Secretary Bessent's remarks calmed inflation fears, while crude prices pulled back from geopolitical highs.

France ranks third lowest in the bloc despite surging oil and power prices, highlighting a structural divergence from the broader eurozone inflation dynamic.

Rising crude costs and booking of gains in heavyweight stocks snapped a four-session winning streak, with investors pausing before the central bank's policy call.

The state oil giant’s massive dividend payout underscores Riyadh’s ability to fund economic diversification despite ongoing regional conflict.

State Bank of Pakistan limits bank charges on digital petroleum sales, though dealers argue revised rates remain economically unjustified.

The Indian generic drugmaker posted broad-based growth across its business segments for the quarter ended June.

Australian investors are fleeing retail and property stocks, seeking shelter in AI, energy, and defence names as algorithmic trading amplifies market swings.

The tender win underscores persistent demand from Indian refiners for West African light sweet grades, even as NNPC reports a sharp 35% drop in first-half profits.

Rising energy costs and uncertain central bank policy are forcing investors to recalibrate expectations amid slowing global growth.

The British supermajor’s replacement cost profit surged to $5.73 billion, underscoring the immediate earnings power of elevated energy prices.

Political pressure mounts on Finance Minister Katy Gallagher to review Commonwealth contracts in the capital following findings of misconduct by the CFMEU.

The divestiture marks a strategic pivot for the US nuclear firm, aligning with broader industry consolidation as private equity targets healthcare assets.

Capital mobilized in Argentine mergers and acquisitions reached USD 4.67 billion in the first half of the year, driven by consolidation in the energy and oil and gas sectors.

The industrial distributor's disclosure of a significant corporate development prompts a reassessment of its strategic outlook and risk profile.

The filing signals a significant corporate development for the lender, prompting Handelsavisen to reassess its investment case amid limited public detail.

The filing signals a leadership change at the galvanizing specialist, following a recent boost to fiscal 2027 guidance.

The filing triggers a thesis revision at Handelsavisen, where the bank already scores poorly on our composite risk metrics.

The aerospace supplier disclosed a significant corporate development in a high-severity SEC filing, prompting a review of its investment thesis.

The board has taken a more active role in value creation following the executive transition, signaling a strategic pivot for the creator-commerce firm.

The SaaS firm's latest SEC filing confirms the leadership change, triggering a review of the company's strategic outlook amid ongoing market scrutiny.

Allotment for the renewable energy developer's debut offering is confirmed today, with unofficial trading pointing to a potential listing price of ₹234.5.

The deal finalizes a partnership dating back to 2019, creating one of the world's largest credit managers. Investors await Q2 earnings on August 5.

Ather Energy shares jump 18% to fresh 52-week high after Q1 loss narrows.

Diplomatic efforts to de-escalate tensions between the US and Iran are keeping energy prices in check, reducing inflationary pressure and easing the case for further Federal Reserve rate hikes.

Falling energy costs and positive pre-market cues drive optimism ahead of the RBI MPC meeting, with Gift Nifty signaling a higher open.

The Bank of Korea projects consumer prices will edge higher in August, driven by statistical base effects and persistent cost-push pressures from Middle East tensions.

Cost-push pressures from geopolitical tensions and statistical base effects are set to lift South Korea's headline inflation, complicating the central bank's policy outlook.

Adverse weather complicates grid recovery efforts, underscoring the fragility of the island's energy infrastructure amid a series of recent outages.

Persistent energy costs keep headline inflation elevated in Seoul, complicating the path for monetary policy amid global supply headwinds.

Persistent energy inflation keeps headline pressure above the central bank's target, complicating the path for monetary policy easing.

Sharp acceleration in Portuguese pump prices highlights persistent energy cost pressures across Europe, complicating the inflation outlook for central banks.

Short-term Brazilian funding costs eased on Monday, tracking lower US bond yields and a sharp drop in crude oil that is easing near-term inflation concerns.

US equities extended their rally to record levels on Monday, supported by a dip in crude prices following a de-escalation in regional geopolitical risks.

The Portuguese energy group distributes the payout in August, underpinned by daily net profits of €4.5 million through June.

Crude prices fell sharply as diplomatic progress with Iran reduced supply risk, prompting a broad rally in US stocks and calming inflation concerns.

The state-owned energy giant's deteriorating financials underscore the strain on Nigeria's fiscal outlook amid persistent operational headwinds.

Consumer prices in the Pacific island nation retreated in July, driven by lower energy costs and cheaper travel fares, though food and healthcare expenses continued to rise.

At least 21 listed Brazilian firms are set to distribute dividends and interest on equity this month, with energy, banking and industrial giants anchoring the payout schedule.

The Philippine lender points to sustained corporate loan growth to counter pressures in its consumer and small-business segments.

Easing geopolitical tensions between Washington and Tehran are driving investors back to risk assets, pushing short-term government borrowing costs lower across the board.

Falling crude prices and fresh dollar inflows cushioned Indian government debt against equity market weakness, leaving benchmark yields unchanged.

India's central bank is set to diverge from the tightening cycle of major peers, prioritizing domestic inflation control and currency stability over global synchronization.

The greenback continues its downward trajectory in South America, trading lower for a third consecutive session as the Central Reserve Bank of Peru reports Monday's rate.

Strong demand for the Rizta scooter drove top-line growth, offsetting higher costs and signaling improving unit economics for the Indian EV maker.

Strong domestic demand and leasing growth signal a robust recovery in the Southeast Asian two-wheeler market, outpacing broader regional trends.

Rising fuel and commodity prices are driving wholesale inflation higher in India, signaling persistent cost-push pressures that could complicate monetary policy and weigh on consumer sentiment.

The lender warns that investor caution amid the flood-control sector cleanup is compounding pressure from global oil prices.

Qualified institutional buyers drove the late rally in the ₹1,350 crore offering, reversing a muted start to the book-building process.

Crude prices slide as investors price in reduced geopolitical risk, triggering a cross-asset selloff that pulls benchmark bond yields down over 1 basis point.

Falling oil prices and de-escalating geopolitical risk drove a broad-based recovery in Indian benchmarks, lifting IT and financials while pharma lagged.

The latest consumer price data underscores Switzerland's persistent low-inflation environment, driven by falling fuel costs and supporting the currency's role as a stabilizer.

Nigerian corporate results show diverging paths: Chellarams posts N1.45bn profit on revenue surge, while Oando cuts pre-tax loss by 77%.

Australian equities opened lower on Monday, dragged by losses in the mining and financial sectors as investors brace for a reporting season marked by broad-based profit downgrades.

Argentina's benchmark equity index has posted nominal gains comparable to Wall Street this year, yet high inflation continues to strip value from local investors.

Cross-asset volatility intensifies as coordinated currency support lifts the yen to multi-month highs, weighing on crude benchmarks and leaving Asian equities in mixed territory.

Brent crude slides sharply after President Trump’s framework agreement with Tehran signals a de-escalation of Middle East tensions, erasing the risk premium that had propped up energy markets.

The renewable power producer's ₹1,800 crore offering closes Monday with mixed analyst sentiment and valuation concerns weighing on demand.

The SEC filing flags a high-severity corporate development. With Q2 earnings due late August, investors await clarity on the strategic impact.

Falling crude prices and central bank-led capital inflows offset disappointment over delayed global index inclusion, stabilizing the Indian debt market.

Accelerating temperature trends threaten to breach 1.5°C before 2030, compounding JPMorgan’s warning on weather-driven inflation and energy volatility.

With global inflation risks persisting, consensus expects the central bank to maintain the benchmark repo rate, keeping borrowing costs steady for now.

Falling crude prices ease import costs, giving the central bank's dollar sales a stronger tailwind as the rupee extends its weekly recovery.

Rising energy costs drove imports up 41% year-on-year, offsetting strong export growth and complicating the outlook for H2 growth targets.

The regulatory approval provides a partial offset to the utility's recent P9.5B refund obligation, stabilizing near-term cash flow expectations for the Philippines' largest power distributor.

Precious metals extend gains after the US president announced new diplomatic efforts with Tehran, reducing expectations for aggressive Fed tightening driven by energy inflation.

Rapidly expanding blazes in eastern Washington have consumed over 250,000 acres, compounding infrastructure risks amid a severe heat wave across the western US.

Political row over oil revenue accounting adds to uncertainty surrounding Nigeria's fiscal reforms and subsidy removal.