Newly Issued Bond: Sony USD Bonds; IPG: 4.98 - 5.48%

Newly Issued Bond: POSCO International USD Bond; IPG: 5.36%

POSCO International’s 5-year USD bond offers reasonable yield, but investors should monitor higher leverage and tight near-term liquidity

Q&A series: Chasing stability in a volatile world through AB’s low volatility strategy

In this series, we speak with AllianceBernstein about its low-volatility equity strategy, highlighting how a disciplined investment framework helps investors navigate current geopolitical tensions, inflationary pressures, and evolving market uncertainties.

Upgrade to 4 Stars: Can Narratives Beyond Memory Become the New Catalyst for South Korea Market?

Samsung Electronics and SK Hynix continue to drive KOSPI performance, with the memory shortage remaining the dominant investment theme for the Korean stock market. Looking across the broader AI supply chain and overall economic performance, are there factors beyond memory that could support our upgrade to a 4 stars rating?

Adobe 3QFY2025 Earnings Review: Overshadowed by Leadership Transition and AI Monetisation

Fiscal quarter ended May 29, 2026 — Numbers beat across all key metrics; stock fell on CFO exit and strategic transition concerns.

Oracle Q4 FY26 Earnings Review: Careful, Don’t Overheat; Remain Neutral call

Oracle delivered a strong set of results, beating both revenue and EPS expectations. Cloud Infrastructure (IaaS) revenue growth accelerated to 93% year-on-year, while Remaining Performance Obligations (RPO) surged to US$638 billion, representing record levels by virtually every measure. Despite the impressive results, the stock declined by approximately 5% in after-hours trading.

Bond Update: KWG’s Offshore Debt Restructuring Plan

Newly Issued Bond: City Developments Limited 5-year SGD Senior Unsecured Notes; FPG of 2.50%

City Developments Limited (CDL) is launching a new 5-year SGD senior unsecured bond at a final price guidance of 2.50%. Here is our take on the new issue.

Bank of Japan hikes as expected: What comes after 1.0%?

BOJ raised its policy rate to 1.0%, marking another milestone in its gradual policy normalisation. While the move reflects growing confidence that Japan’s reflation process is becoming more durable, policymakers remain cautious about elevated energy prices and geopolitical uncertainty.

Salesforce 1Q FY27 Earnings Update: Solid Quarter, Stricter Multiple