Stocks
El Mencho Is Dead. Now the Real Risk for Mexico’s Markets Begins.
El Mencho's killing sparks cartel retaliation across Mexico, rattling the peso, disrupting freight and tourism, and raising succession-crisis risk for investors.
Stocks
Ford Took Its Biggest Write-Down Since 2008 and the Stock Rallied Anyway
Ford took a $19.5B EV write-down and posted its worst GAAP loss since 2008 — yet shares rallied on $8-10B EBIT guidance and a $30K electric pickup bet for 2027.
Stocks
Rolls-Royce Soars to All-Time High as FTSE 100 Breaks Records — but the Valuation Question Won’t Go Away
Rolls-Royce shares hit a record £13.26 as the FTSE 100 sealed another all-time high. Defence stocks led the rally — but at 36 times earnings, how much good news is already priced in?
Asia Pacific
POSCO Burns $439 Million in Shares While Profits Halve — and Tariffs Aren’t the Main Villain
POSCO Holdings will cancel KRW 635 billion in treasury shares to complete its three-year shareholder return programme, even as consolidated net profit fell 47% to KRW 504 billion in 2025.
Americas
Brazil: Carrefour Targets 20% Market Share with Aggressive Expansion Plan
Carrefour bets €2B/yr on Brazil with 70 new Atacadão stores, but shares drop 4.6% as Brazilian profits fall and Oddo BHF calls 2030 targets "uneven."
Asia Pacific
Korean Startups Dominate Financial AI Patents with 67% Share
Korean startups and non-listed firms filed 67% of financial AI patents, signaling major fintech shift in Asia Pacific markets
Earnings
$6 Billion Question: Saudi Arabia’s Next Gaming Target
Saudi Arabia reportedly eyes $6B mobile gaming acquisition as part of broader entertainment sector push under Vision 2030.
Stocks
World’s Largest Coal Miner Struggles with Margin Compression
Coal India reports 16% profit decline to ₹7,166 crore in Q3, missing estimates amid production drops and margin compression across Asia's energy sector.
Stocks
China’s Lenovo Warns Memory Chip Shortage Will Last as AI Drives Strategy Shift
China's Lenovo reports 21% profit drop amid memory chip shortage, while AI industry adoption accelerates across Asia Pacific markets
Stocks
Rivian Proves EVs Can Still Thrive Despite Subsidy Loss
California-based Rivian posted $144M profit after $1.2B loss, shares surge 27% as company bets on lower-priced R2 model amid struggling EV market
Stocks
Qatar Investment Authority Backs Anthropic’s Record $30B AI Funding Round
Qatar Investment Authority joins $30B funding round for AI company Anthropic, now valued at $380B with rapid revenue growth claims.
