Experts fear the president’s announcement will boost the re-election chances of his Brazilian counterpart.
4 minute read
Junk issuance in the European Union smashed records in June as investors gobbled $27 billion in subinvestment grade corporate paper.
3 minute read
Brazil, Argentina, and Nigeria are pumping oil. Why the big push now when OPEC+ has to restrain spare capacity?
3 minute read
The biggest bull indicator for Japan’s market is that companies have a mounting enthusiasm for buybacks, the latest front in a campaign to become more shareholder-friendly.
3 minute read
German Chancellor Friedrich Merz predicts GDP growth next year after three stagnant years. His approval rating is up, and so are the markets.
3 minute read
Singapore’s tightening may spell opportunity for rival crypto centers, particularly Dubai and Abu Dhabi.
3 minute read
Incoming South Korea President Lee Jae-myung was pessimistic in his inaugural address but investors may want to ignore that and buy stocks, which look cheap.
3 minute read
The close election result shows Poland is still bitterly divided on social and cultural issues. Not so much on economic policy.
3 minute read
The Big Two—BHP Group and Rio Tinto—and everyone else are switching into copper, whose price has jumped. That takes time, and lots of it.
3 minute read
Mexico’s stock market runup could be at risk if President Claudia Sheinbaum fails to rein in the powerful drug cartels and reduce shipments of fentanyl across the U.S. border.
3 minute read
Shares are up by a third this year, aided by the advance of the euro against the dollar. But with the ECB loosening and U.S. tariffs a major uncertainty, the way ahead could be more difficult.
3 minute read
Inflation has nosedived. The stock exchange has soared. The armed conflict with India, now in a truce, likely won’t knock Pakistan off course.
3 minute read
Toyota’s potential deal could encourage other Japanese companies to consolidate.
3 minute read
China and the European Union could team up against President Donald Trump’s trade offensive. It won’t be easy.
3 minute read
The company has pulled ahead of longtime leader Boeing in airplane production. Europe’s military industry could well provide a further lift.
3 minute read
Washington may have a strategic interest in keeping the relationship between the two countries friendly—U.S. companies have an incentive to cultivate Indian manufacturing.
3 minute read
China’s stocks are still down by half from their 2021 peak, and valuations look attractive. Mexico’s nearshoring relationship with the U.S. increasingly looks like it will survive the tariff war.
3 minute read
The dip in Korean stocks could be worth buying on, once the smoke clears. Less known to markets are Korean defense stocks, which have been soaring on anticipated demand from a rearming Europe.
3 minute read
Digital independence for Europe looks like an uphill climb. The U.S. still leads the way, and the catch-up for Europe would cost $323 billion, according to one report.
3 minute read
India’s stock market is still the world’s most expensive, but price-earnings ratios are back to historic averages. The financial and power sectors look attractive.
3 minute read