Analysis: Indices

Trump's second term illuminates bullish path for gold in 2025

Gold prices look set for a record-breaking 2025 as heightened economic uncertainty and inflation concern under U.S. President Donald Trump's second term boost demand, despite dollar strength and...

To weather Trump, emerging market investors look to the frontier

The new era of unpredictability, marked by tariff threats and rising global tensions, is prompting emerging market investors to look for shelter in frontier markets that are relatively safe from U.S....

Hedge fund industry reaches $4.5 trillion in 2024

The hedge fund industry ended 2024 with $4.51 trillion in assets under management, a 9.75% increase from the previous year, research firm HFR said on Friday. Total assets increased by...

Louisiana's Argent LNG sets deal with government of Bangladesh

Argent LNG, which is developing a 25 million metric tonnes per annum LNG facility in Louisiana, has signed a non-binding agreement with the government of Bangladesh to purchase up to 5 million metric...

Michelin: Opinion change, from Reduce to Add

OPINION CHANGECHANGE IN OPINIONAdd vs ReduceGiven the recent volatility in the stock price, we have slightly adjusted our valuation upwards. We reiterate our positive view on the group given its focus...

Exclusive-Japan's JERA plans to expand US LNG purchases to diversify energy supply

Japan's biggest top LNG buyer, JERA, plans to increase its purchases of liquefied natural gas from the United States to diversify its supply and meet demand growth spurred by data centres and AI, a...

Tokyo inflation seen picking up in Jan on energy costs- Reuters poll

Consumer inflation in Tokyo likely accelerated in January, underlining persistent pressure on living costs, a Reuters poll showed on Friday. The core CPI for Japan's capital will come...

Trump says US will guarantee LNG supplies for Europe

President Donald Trump said on Thursday the United States would guarantee supplies of liquefied natural gas to Europe, even amid worries that the booming export industry could boost prices of gas for...

Trump's tariffs could redirect metal flows, Alcoa CEO says

Alcoa will likely send its Australian output to the U.S. if the United States imposes tariff on Canadian imports, the aluminum producer's CEO William Oplinger said on Thursday. U.S....

Orsted: Opinion change, from Buy to Add

OPINION CHANGECHANGE IN OPINIONAdd vs BuyCHANGE IN TARGET PRICEDKK 320 vs 361 -11.4%We have reduced our target price by approximately 10% following the application of a discount of the same magnitude...

Hedge funds buy luxury, short drink and driving in Europe, says Goldman Sachs

Hedge funds have turned optimistic about European companies that sell things people want but don't necessarily need, especially luxury goods, according to a Goldman Sachs note on Wednesday seen by...

US extends comment deadline on Biden-era LNG study to protect approvals

The U.S. has extended the comment period on a federal study of the economic and environmental impacts of the booming liquefied natural gas export business after advisers had urged President Donald...

'Giddy' Wall Street hits new highs, BOJ looms into view

A look at the day ahead in Asian markets.  Whatever doubts investors may have surrounding the longer-term economic damage of U.S. President Donald Trump's proposed tariff agenda, they...

Schlosstein Says Fed Becoming Less Important to Markets

Ralph Schlosstein, chairman emeritus at Evercore, discusses the outlook for financial markets under the Trump administration. Speaking on Bloomberg The Close, Schlosstein also comments on the...

DP World says sea freight prices could fall 20% if Red Sea attacks curbed

Ships not linked to Israel could begin returning to the Red Sea in as little as two weeks, DP World's deputy chief executive said, adding that could see freight prices come crashing down. ...

Oil prices steady as investors debate Trump 2.0 policies

Oil prices were little changed in early trading on Wednesday as markets weighed U.S. President Donald Trump's declaration of a national energy emergency on his first day in office and its impact on...

Whipsawed dollar and fog of uncertainty? Get used to it

A look at the day ahead in Asian markets.  Day two of the second Donald Trump administration, and exchange rates are in the global market crosshairs as investors nervously try to figure...

Trump's complaints about trade deficit with the EU and what may come next

U.S. President Donald Trump has promised to address a longstanding trade deficit with the European Union, saying he will reverse that by imposing tariffs or making the EU buy more U.S. oil and gas. ...

Davos 2025: Gary Cohn on Trump, Tax Cuts, Yield Curve

Gary Cohn, vice chairman at IBM and former National Economic Council director, discusses the political difficulties in delivering US tax cuts, the corporate community's optimism for President...