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Inventories at the United States' largest oil storage hub plunged to critically low levels.

2026-06-17

Inventories at the United States' largest oil storage hub plunged to critically low levels.

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2026-06-17

June 17 — Nomura Orient International Securities said market volatility creates a window to raise defensive dividend exposure but warned overseas macro shocks could extend the adjustment. Near term it recommends boosting dividend-yielding sectors, pr

June 17 — Nomura Orient International Securities said market volatility creates a window to raise defensive dividend exposure but warned overseas macro shocks could extend the adjustment. Near term it recommends boosting dividend-yielding sectors, prioritizing banks with limited capital consumption and sustainably high ROE and dividend yields, and central SOE property leaders that benefit from faster supply-side concentration. Under its base case the recent high/low rotation is temporary; medium- to long-term A-share returns will be driven mainly by the technology theme. Within tech it favors compute hardware constrained by capacity — notably storage, optical communications, AI power systems and liquid cooling — plus supporting infrastructure such as gas turbines, and domestic compute suppliers that benefit from policy support and strong demand.
2026-06-17

Market news: G7 leaders, representatives of developing countries, and CEOs of global technology companies had a working lunch together.

Market news: G7 leaders, representatives of developing countries, and CEOs of global technology companies had a working lunch together.
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