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European software and IT stocks rose, with Nemetschek, Capgemini, SAP, Temenos, Wolters Kluwer and RELX up 3-5%.

2026-06-04

European software and IT stocks rose, with Nemetschek, Capgemini, SAP, Temenos, Wolters Kluwer and RELX up 3-5%.

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2026-06-04

CITIC Securities warns that rapid growth in A‑share offshore revenue does not implies stable RMB profits. FX affects reported results through revenue, costs, exchange gains/losses, derivatives and other comprehensive income (OCI). It recommends incor

CITIC Securities warns that rapid growth in A‑share offshore revenue does not implies stable RMB profits. FX affects reported results through revenue, costs, exchange gains/losses, derivatives and other comprehensive income (OCI). It recommends incorporating FX into earnings models, flagging firms with high offshore revenue and high FX sensitivity as sources of earnings‑surprise risk, preferring high‑offshore/low‑sensitivity profit‑stable names, and warning of firms with large foreign‑currency debt, material net FX exposures or inadequate hedging.
2026-06-04

Hungarian Prime Minister Majol: The government does not support accelerating the negotiations for Ukraine's accession to the European Union.

Hungarian Prime Minister Majol: The government does not support accelerating the negotiations for Ukraine's accession to the European Union.
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