@GC26M
China built resilience to an energy shock — it’s paid off for Chinese assets amid the Iran war
19 November 2025, China, Shanghai: Boats sail past downtown Shanghai on the Huangpu River. The tallest building on the skyline is the Shanghai Tower (rear). Bernd von Jutrczenka | Picture Alliance | Getty Images The outbreak of the Iran war sparked a sharp sell-off across most regions and asset classes in March, as investors weighed […]
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Investors are questioning gold’s role in portfolios, says Morgan Stanley — but another metal is set to outperform
Gold’s conventional role as a portfolio risk management tool has been brought into question following a dramatic six-week period for commodity prices, according to Morgan Stanley — but its analysts see value elsewhere. The value of the precious yellow metal plummeted alongside most global asset classes at the outbreak of the Iran conflict. Gold remains […]
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China factory prices return to growth after 3 years, beating expectations on surging oil prices
HUAIAN, CHINA – MARCH 09: Vehicles queue at a petrol station on March 9, 2026 in Huaian, Jiangsu Province of China. Zhao Qirui | Visual China Group | Getty Images China’s factory-gate prices rose for the first time in more than three years while consumer inflation moderated in March, amid a surge in oil prices […]
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Stocks making the biggest moves midday: Meta Platforms, Delta Air Lines, Carnival, LyondellBasell & more
Here are the companies making headlines in midday trading. Meta Platforms — Shares of the social media giant jumped more than 9% after Meta unveiled its new artificial intelligence model , dubbed Muse Spark. This new model will power Meta’s digital assistant in the Meta AI app and desktop website, and in the approaching weeks […]
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U.S.-Iran ceasefire relief rally lifts global assets as oil plunges below $100
A two-week ceasefire between the U.S. and Iran sparked a broad-based relief rally across risk assets, and even buoying traditional safe havens. Source
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Trump’s Iran ultimatum and signals of a possible deal keep investors on tenterhooks
US President Donald Trump during a prime-time address to the nation in the Cross Hall of the White House in Washington, DC, US, on Wednesday, April 1, 2026. Alex Brandon | Bloomberg | Getty Images Investors are caught between positioning for a swift deal that ends the war and a significant escalation that could send […]
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