Capital Markets

Four companies beat expectations in the same 13-day window in July 2026. All four were sold off anyway. This is...

The Proof Gap Trade showed why the market is punishing AI capex it cannot verify. Three data-backed signals, drawn from...

Chip stocks lost USD 1.3 trillion in a week despite record earnings. Four research houses say enterprise AI still cannot...

Indonesia's free meals programme caused mass food poisonings, triggered a corruption raid on its own agency and consumed 44% of...

A formal Indonesian downgrade does not hit all investors simultaneously or through the same mechanism. Government bonds, IDX equity, private...

Indonesia's rupiah is at a record low. Its stock market is the world's worst performer in 2026. Credit default swaps...

In 2019, the global trading system imposed 55 discriminatory trade policies on companies operating inside it. By 2024, that figure...

Japan's USD 10 billion POWERR Asia framework lands differently depending on which balance sheet you sit on. Five countries. Five...

Southeast Asia built a petroleum safety net in 1986. Forty years later, with Hormuz closed and Brent near USD 130...

Japan has mobilised USD 10 billion to stabilise Asia’s energy supply chains. For governments and corporates, the real question is...