News

Korea’s semiconductor-led rally rests on strong exports and earnings, but extreme concentration, leverage and elevated expectations have made the KOSPI unusually vulnerable to sharp reversals.

Japan’s equity story remains supported by corporate reform and AI demand, but a weak yen, higher rates and elevated expectations are making the market more selective.

Singapore’s expanded S$6.5 billion Equity Market Development Programme is bringing institutional capital, research attention and liquidity to local equities. Its lasting impact, however, depends on whether companies improve governance, capital allocation and earnings quality.

The Federal Reserve left rates unchanged, but three officials wanted an increase. That unusually hawkish split makes the pause more conditional than the headline suggests.

The Fed held rates at 3.50%–3.75%, but a 9–3 vote revealed a sharper hawkish divide. Here are five takeaways for inflation, markets, borrowers and the September decision.

China is still growing, but exports and advanced manufacturing are doing more of the work as consumption, property and private investment struggle.

The Fed is expected to hold rates steady, but a live risk of a hike and a potentially hawkish message make the July decision unusually consequential.

This reporting season, the key question is not simply whether profits beat forecasts. It is whether record technology investment can produce enough growth and cash to justify its rising cost.

U.S. durable-goods orders rose only modestly in June, but a 3.1% jump in computers and electronics shows business technology investment is still doing much of the lifting.

An earnings beat or miss rarely tells the whole story. Revenue quality, margins, cash flow, guidance and valuation reveal whether a business is actually becoming stronger.