Structural demand thesis for gas and LNG remains intact. In an era increasingly defined by energy security concerns and the imperative of energy transition, natural gas and LNG are poised to retain t...

The software narrative resets. A rebound in software stocks since 24 July 2026 reflects a shift in how investors are assessing AI’s impact on enterprise software. Results from Microsoft, Salesf...

Chaos theory. Over the last few weeks, Japan and the United States launched a rare joint currency intervention—the first major coordinated G7 action since 2011—spending nearly USD59bn to ...