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Real-time News
2026-07-05
Qatar has stated that maritime activities will resume immediately.
Qatar has stated that maritime activities will resume immediately.
2026-07-05
China Galaxy Securities says tech-manufacturing leadership rotated from May’s AI+new energy to June’s semiconductors+AI+aerospace, with sector rotation slowing and market leadership narrowing. Combining macro, style and industry signals, it assesses
China Galaxy Securities says tech-manufacturing leadership rotated from May’s AI+new energy to June’s semiconductors+AI+aerospace, with sector rotation slowing and market leadership narrowing. Combining macro, style and industry signals, it assesses the current backdrop as macro under pressure but with clear structural themes; despite constrained risk appetite, capital is concentrating on manufacturing upgrades, energy security and AI, driving sustained inflows into sci‑tech innovation, semiconductors, aerospace and manufacturing — which the firm flags as the sectors with the strongest relative-return potential while growth-style remains dominant.
2026-07-05
OPEC+ is due to hold its monthly meeting later today. A source said the group has in principle agreed to raise crude oil production quotas by 188,000 bpd from August; two other sources said that increase is the likeliest outcome.
OPEC+ is due to hold its monthly meeting later today. A source said the group has in principle agreed to raise crude oil production quotas by 188,000 bpd from August; two other sources said that increase is the likeliest outcome.
2026-07-05
On the 4th Mali’s army said multiple positions came under a new wave of coordinated attacks by armed groups but were repelled and remain under full military control. Attacks hit northern Aguelhok, Anefis and Gao and central Sevare; a local official s
On the 4th Mali’s army said multiple positions came under a new wave of coordinated attacks by armed groups but were repelled and remain under full military control. Attacks hit northern Aguelhok, Anefis and Gao and central Sevare; a local official said fighters struck before dawn with small arms and rockets, prompting road closures and intense gunfire in affected towns.
2026-07-05
YONHAP reports the Bank of Korea told a lawmaker that single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix could raise market concentration, amplify price swings and reinforce one-way flows, noting the two firms account for over hal
YONHAP reports the Bank of Korea told a lawmaker that single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix could raise market concentration, amplify price swings and reinforce one-way flows, noting the two firms account for over half of Korea's equity market cap and turnover. The central bank warned these products can magnify inflows/outflows as corporate performance or market expectations shift, enlarge retail losses on downturns, and trigger ETF redemptions or portfolio rebalancing that further destabilise underlying share prices. The Bank of Korea said it will step up monitoring of single-stock leveraged ETFs’ impact on the stock market and the financial system.
2026-07-05
China International Capital Co (CICC) says after global inventory builds and deep price falls in 2023–25, 2026 could mark a cyclical inflection for agricultural commodities. Price bottoms across categories appear set, creating an easier-to-rise-than-
China International Capital Co (CICC) says after global inventory builds and deep price falls in 2023–25, 2026 could mark a cyclical inflection for agricultural commodities. Price bottoms across categories appear set, creating an easier-to-rise-than-fall dynamic; CICC judges H2 2026 likely lacks a basis for a fresh one-way decline as costs form a floor, supply contraction becomes entrenched, weather may add episodic shocks, and demand opens up. Sector performance ranking: oilseeds and vegetable oils, cotton, natural rubber, sugar > soybeans, corn. Q2 valuations have corrected to reasonable levels; CICC recommends medium-to-long-term buy-the-dip positioning to capture phased recoveries and trend upside.
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