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Copper fell in Asian trade after reports the Trump administration delayed a decision on import tariffs for refined copper, ANZ research said. Traders had built large US inventories anticipating tariffs. ANZ said rising inflation concerns are making t

2026-09-14

Copper fell in Asian trade after reports the Trump administration delayed a decision on import tariffs for refined copper, ANZ research said. Traders had built large US inventories anticipating tariffs. ANZ said rising inflation concerns are making the White House hesitant about the tariff plan.

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2026-09-13

President Trump said the conflict with Iran will end, possibly before the midterm elections or immediately afterward. He said Iran is very eager to reach an agreement and the U.S. does not care whether Gulf states meet with Iran, calling that their c

President Trump said the conflict with Iran will end, possibly before the midterm elections or immediately afterward. He said Iran is very eager to reach an agreement and the U.S. does not care whether Gulf states meet with Iran, calling that their choice.
2026-09-14

Huatai Securities says renewed Middle East tensions and the approaching express-delivery peak season are the primary near-term catalysts for the transport sector in September. It recommends three themes: (1) tanker shipping exposure — rising geopolit

Huatai Securities says renewed Middle East tensions and the approaching express-delivery peak season are the primary near-term catalysts for the transport sector in September. It recommends three themes: (1) tanker shipping exposure — rising geopolitical risk premia plus shipping supply disruptions should push oil-tanker freight rates higher MoM; (2) accumulate low-position express couriers ahead of peak season — tightening local price controls mean peak-season price rises could act as a catalyst; (3) select stocks that combine dividend yield and growth, and focus on high-growth logistics and low-valued airlines. Airline valuations and investor attention are relatively low and are expected to await an oil-price retreat to trigger re-rating.
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