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    • Analysis: Oil extends gains as escalating US-Iran tensions threaten $15+ surge
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    • Morning brief: Asian stocks slide as tech sell-off deepens, Nvidia–OpenAI deal nears
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    Golden Financier
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    AI capex boom shifts focus from models to infrastructure and balance sheets

    • February 3, 2026
    • admin
    The AI investment cycle is slowly entering a new phase where excitement around models and demos is now defined by balance sheets and capex plans. And the amounts are extraordinary.…
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    PepsiCo India bottler Varun Beverages gains as festive demand lifts margins

    • February 3, 2026
    • admin
    Varun Beverages reported a strong set of quarterly results, with festive-season demand in India and steady overseas growth helping lift margins and profitability. The performance was driven by higher sales…
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    Morning Brief: Asian stocks slide as Korea tumbles; China manufacturing grows

    • February 2, 2026
    • admin
    Asian markets opened the week under heavy pressure as a sharp selloff in South Korean equities set the tone for the region, while investors weighed mixed signals from China’s manufacturing…
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    Analysis: gold slips to 2-week low; silver plunges 38% on CME margin hikes

    • February 2, 2026
    • admin
    Gold and silver prices fell further on Monday as the impending increases in CME precious metals margin requirements, set to take effect at the session close, weighed on the market,…
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    Temasek, LIC to sell shares in $2.5B IPO of India’s NSE: report

    • February 2, 2026
    • admin
    Temasek Holdings Pte. and Life Insurance Corporation of India Ltd. are expected to be among the largest sellers in the long-awaited initial public offering of the National Stock Exchange of…
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    Should investors rotate into Asian equities as US uncertainty lingers?

    • February 2, 2026
    • admin
    Not many expected that Asian equities would outperform the US heading into 2026.US equities as currently struggling to hold their ground as volatility picks up and investors are becoming anxious.…
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    Top catalysts for the Rolls-Royce share price in February 2026

    • February 2, 2026
    • admin
    Rolls-Royce share price has pulled back in the past few weeks, moving from a record high of 1.307p to the current 1,210p. It remains 1,800% above its lowest level in…
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    Falling birth rates could upend global economy in 20 years: here’s what to expect

    • February 1, 2026
    • admin
    One can’t move the male parent. One has to find one that commits. That’s the mismatch issue.Harvard economist and 2023 Nobel Laureate Claudia Goldin wasn’t speaking about modern relationships in…
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    Why confirmation of Kevin Warsh’s Fed chair nomination might face hurdles

    • February 1, 2026
    • admin
    President Donald Trump has nominated Kevin M. Warsh as the next chair of the Federal Reserve, setting the stage for a contentious confirmation battle and renewed debate over the central…
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    China to bet on services to make consumers spend again, will it be enough?

    • February 1, 2026
    • admin
    China is turning to services and experiences as a new lever to revive domestic demand, as weak household confidence, a prolonged property slump, and slowing exports weigh on the world’s…
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      Become a VIP member by signing up for our newsletter. Enjoy exclusive content, early access to sales, and special offers just for you! As a VIP, you'll receive personalized updates, loyalty rewards, and invitations to private events. Elevate your experience and join our exclusive community today!


      By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.
      Popular Topics
      • Analysis: Oil extends gains as escalating US-Iran tensions threaten $15+ surge
      • Gold back over $5,100/oz, silver surges 5% as US-Iran tensions escalate
      • Gold back over $5,100/oz, silver surges 5% as US-Iran tensions escalate
      • Is it safe to buy the dip as the LSEG share price implodes?
      • Morning brief: Asian stocks slide as tech sell-off deepens, Nvidia–OpenAI deal nears

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