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Peak-out jitters are hitting AI bets again
Peak-out jitters are hitting AI bets again
2026-07-17
Asian tech sell-offs triggered $46.1 billion in EM outflows. Samsung, TSMC and SK Hynix face AI market risks amid oil volatility and rate concerns.
Exxaro's 37% Road Cost Premium May Raise Margin Pressure for South Africa's Manganese Exporters
Exxaro's 37% Road Cost Premium May Raise Margin Pressure for South Africa's Manganese Exporters
2026-07-08
EBC Financial Group notes Exxaro data shows higher port capacity may not protect margins as 46% of Tshipi Borwa manganese volumes still move by truck.
Nigeria's Halt of a Fake Dangote Share Offer May Signal Where Its Market Reform Now Needs to Focus
Nigeria's Halt of a Fake Dangote Share Offer May Signal Where Its Market Reform Now Needs to Focus
2026-06-30
EBC Financial Group says notes that unapproved Dangote share-offer halt by Nigerian government shows conduct controls must keep pace with T+1 settlement.
Nigeria's Power Reform Faces Delivery Test as Band A Credits and Net Billing Take Effect
Nigeria's Power Reform Faces Delivery Test as Band A Credits and Net Billing Take Effect
2026-06-11
EBC Financial Group says Nigeria's power reform enters an accountability phase, with tariffs and renewable rules judged by reliable supply and diesel cost cuts.
Kenya's Record Food Imports Put Foreign Currency Flow Mix Under Scrutiny
Kenya's Record Food Imports Put Foreign Currency Flow Mix Under Scrutiny
2026-06-11
EBC Financial Group says Kenya's reserves remain adequate, but deficits, higher food imports and weaker Saudi remittances show why markets look beyond reserves.
AI IPO spree spurs scepticism of market rationality
AI IPO spree spurs scepticism of market rationality
2026-06-10
Alphabet, OpenAI and SpaceX are driving an AI fundraising boom, while investors weigh bubble risks and growing AI opportunities.
Thailand Wants to Be ASEAN's Data Centre Capital, and the Money is Already Moving
Thailand Wants to Be ASEAN's Data Centre Capital, and the Money is Already Moving
2026-06-08
Thailand is emerging as a data centre hub, with AI and cloud investment driving demand for industrial land, power and infrastructure.
Is Anthropic Going Public? The Confidential SEC Filing Decoded
Is Anthropic Going Public? The Confidential SEC Filing Decoded
2026-06-02
Is Anthropic going public? With a confidential SEC filing and a $965B valuation, the AI giant prepares a historic IPO to outpace market rivals.
Treasury bills are better hedge for stock boom
Treasury bills are better hedge for stock boom
2026-05-27
Markets expect further Fed hikes under Kevin Warsh as sticky inflation, AI spending and rising Treasury yields pressure bonds and weigh on gold prices.
SpaceX IPO 2026: Is the $1.75 Trillion Valuation Too High to Buy?
SpaceX IPO 2026: Is the $1.75 Trillion Valuation Too High to Buy?
2026-05-18
SpaceX’s reported $1.75 trillion IPO valuation faces a 40% gap. See what Starlink, lock-ups, and the S-1 must prove before buying.
Jensen Huang’s Missing Seat Shows Which China Trades Can Hold
Jensen Huang’s Missing Seat Shows Which China Trades Can Hold
2026-05-12
Jensen Huang’s absence from Trump’s China talks exposes which sectors have tradable catalysts and which remain trapped in policy risk.
Nigeria's July Duty Changes Face an 18-to-21-Day Port Bottleneck at Seaports Handling 94% of Non-oil Exports
Nigeria's July Duty Changes Face an 18-to-21-Day Port Bottleneck at Seaports Handling 94% of Non-oil Exports
2026-04-22
​EBC Financial Group says the test is whether lower border charges are matched by faster release, fewer repeated checks and a lower ship-to-warehouse cost.
​Are bonds and small-caps near infection point?
​Are bonds and small-caps near infection point?
2026-04-09
US-Iran ceasefire eases tensions but uncertainty lingers, while high oil prices, inflation risks and slowing growth keep markets volatile.
Treasury Yields Today: Oil Fuels New Stock Risk
Treasury Yields Today: Oil Fuels New Stock Risk
2026-04-07
Treasury yields are rising as oil lifts inflation risk, raising pressure on stocks, mortgage rates, and the Fed outlook.
Why Financial Services IPOs Are Dominating India’s 2026 Primary Market
Why Financial Services IPOs Are Dominating India’s 2026 Primary Market
2026-03-30
See why India's financial services IPOs 2026 are reshaping the primary market and setting the pace for this year’s listings.