Long Term

Yield on 30-year government bonds jumps to 5.88%, the highest since 1998, in bond rout triggered by global factorsBusiness live – latest updatesThe UK government’s long-term borrowing costs jumped to their highest level since early 1998 on Tuesday as a global bond sell-off gathered pace.The yield – in effect the interest rate – on 30-year UK government bonds, known as gilts, hit 5.89% as traders fretted about a fresh increase in oil prices driving up inflation. Continue reading...

Australia’s biggest oil and gas company recorded a 27% increase in sales profit to $1.67bn in the six-month reporting periodFollow our Australia news live blog for latest updatesGet our breaking news email, free app or daily news podcastWoodside Energy has scrapped its long-term emissions and clean energy targets, even after enjoying a period of windfall oil profits caused by the Iran conflict.Australia’s biggest oil and gas company recorded a 27% increase in sales profit to $1.67bn ($A2.33bn) in the six-month reporting period, according to financials lodged on Tuesday, after the price of crude surged amid disruptions to global supplies. Continue reading...

• South Korea's Financial Services Commission has officially launched an ₩880 billion (approximately $630.9 million) Ultra-Long-Term Technology Investment Fund. • The fund is specifically designed to provide capital for up to 16 years to companies developing foundational and advanced technologies that require extended timelines for commercialization. • This initiative matters as it addresses the funding gap for high-risk, long-term research and development that traditional short-term investment cycles often overlook.

• Treasury Secretary Scott Bessent has increased the buyback of long-term U.S. debt to address market dislocations. • The move comes as Treasury yields have reached their highest levels in several years, with Bessent specifically monitoring 10-year yields as a key financial benchmark. • This action utilizes a "big toolkit" established last year to stabilize the Treasuries market and manage volatility.

• The US Treasury has announced plans to increase its purchases of long-term government bonds to stabilize the financial market. • This strategic shift comes as Washington expresses growing concern over a sharp rise in borrowing costs that could pressure the economy. • The move is intended to curb volatility and lower long-term yields, ensuring that government debt remains sustainable and affordable.

• The Office for National Statistics (ONS) has indicated that the level of economic inactivity due to long-term sickness in the UK may be lower than previous estimates suggested. • This adjustment raises critical questions for policymakers and economic analysts regarding the actual size of the workforce gap and the drivers of labor shortages. • The findings matter because high sickness rates have been a primary concern for the UK government's efforts to boost productivity and GDP growth.

• Indian equities remain attractive for long-term investment, driven by a recovery in corporate earnings, increased private capital expenditure, and new trade deals. • The Nifty index valuations are currently aligned with their 10-year average, suggesting a stable entry point for investors. • Despite geopolitical tensions, crude oil fluctuations, and corporate earnings volatility, Indian equities closed July with a 2.2 per cent gain.

• A new report released on August 10 indicates that Indian equities remain attractive for long-term investment despite recent market volatility. • The positive outlook is driven by a recovery in corporate earnings, an increase in private capital expenditure, and the potential for new trade deals. • Despite pressures from geopolitical tensions, crude oil price fluctuations, and earnings reports, Indian equities closed July with a 2.2 per cent gain.

• A report from PL Asset Management released on August 3 indicates that India's equity markets remain resilient despite global geopolitical volatility and commodity price swings. • The analysis highlights that low inflation, accommodative monetary policy, and strong government capital expenditure are creating a favorable investment climate. • This stability suggests that India's long-term structural growth story is intact, as much of the current global economic uncertainty has already been priced into the markets.

• Global economic indicators show a mixed landscape, with negative PMIs reported in China, positive data from Korea, and rising growth in Canada. • US economic data has cooled, but bond markets are signaling concern as the US 10-year Treasury yield reaches 4.75%. • Market fluctuations are evident across commodities and currencies, with gold prices dipping and the New Zealand dollar trading at 58.9 US cents.

• Rohit Sarin of Client Associates has updated his market outlook, upgrading his stance on mid-cap stocks to "overweight" and small-caps to "neutral." • The assessment favors sectors aligned with India's domestic growth story, specifically highlighting banking and financial services as key areas for potential earnings growth. • These sectors are expected to perform well due to resilient asset quality, improving credit growth, and strong domestic inflows.

• Rohit Sarin of Client Associates has upgraded his market stance, moving mid-caps to "overweight" and small-caps to "neutral." • Sarin suggests a potential 10% market rally is possible, though it remains contingent on the evolution of geopolitical tensions in West Asia. • The outlook is supported by resilient domestic fundamentals, including strong economic activity, steady institutional inflows, and attractive large-cap valuations.

• The Dow Jones Industrial Average plummeted more than 1,100 points and long-term U.S. bond yields surged after the Federal Reserve decided to keep interest rates unchanged. • Internal division was revealed within the Federal Open Market Committee (FOMC), as three of the 12 members had preferred a quarter-point rate hike during the meeting. • Fed official Kevin Warsh suggested that while forward guidance is crucial during financial crises, the approach should be revisited during more stable economic periods.

• Safe Superintelligence Inc. (SSI), founded by Ilya Sutskever, and NVIDIA have announced a long-term strategic partnership to accelerate SSI's growth. • The collaboration involves technical development of NVIDIA’s current and future compute platforms, utilizing SSI’s specialized research into robustly aligned AI. • NVIDIA entered the agreement after gaining rare access to SSI’s closely guarded research, which has been developed quietly over the last two years.

• The Indian government is proposing a 2026 bill to introduce faster trials and longer jail terms for those involved in paper leaks. • This legislative move aims to counter protests by the CJP and Congress, who are demanding the resignation of Education Minister Dharmendra Pradhan. • The bill seeks to assuage a growing youth movement by strengthening legal penalties and streamlining the judicial process compared to the 2024 law.

A ‘reasonable worst-case scenario’ suggests need for large-scale movement of populations away from reshaped coastUp to 13 million people in the UK face the long-term risk of coastal flooding due to the climate crisis, scientists have warned, with a “reasonable worst-case scenario” suggesting the need for the large-scale movement of populations away from a dramatically reshaped coast.Even if today’s global pledges to cut carbon pollution are met, about 1.4 million more people will be exposed to coastal floods in 2200 and 1.7 million in 2300 due to the sea level rise driven by melting ice caps and warming oceans. Continue reading...

• Stanley Black & Decker's stock remains steady, supported by consistent demand for professional and consumer tools. • The company's performance is currently driven by its exposure to construction cycles and the implementation of ongoing efficiency initiatives. • As a mature industrial business, the stock's long-term outlook depends on management's portfolio strategy, capital allocation, and cost-efficiency measures.

• Sanofi's stock price has remained steady as of July 13, 2026, reflecting the company's stable market position within the global pharmaceutical industry. • The company's long-term growth is supported by a diversified portfolio that includes prescription medicines, vaccines, and consumer health products. • This stability is driven by consistent global demand for healthcare services, providing a reliable foundation for long-term investors.

• The U.S. Supreme Court concluded a historic term characterized by landmark opinions and a heavy reliance on the "shadow docket" for emergency rulings. • Key legal battles focused on the intersection of gun rights and property rights, specifically through cases such as US v. Hemani and Wolford v. Lopez. • The term's decisions are significant as they address critical national issues, including the definition of U.S. citizenship and the impact of political policies on judicial rulings.

• L3Harris Technologies is expanding its strategic focus on defense electronics, specifically in communication systems, sensors, and mission-critical solutions. • The company serves a diverse client base consisting of both government agencies and commercial customers to maintain its market position. • Investors are closely monitoring the firm's long-term growth prospects, which are heavily dependent on sustained government spending and ongoing technology upgrades.

• EU Budget Commissioner Piotr Serafin has criticized a group of "frugal" member states for proposing significant spending cuts to the upcoming long-term budget. • The dispute centers on the financial framework for the 2028-2034 period, with these nations pushing for a substantial reduction in overall expenditures. • This tension highlights a recurring ideological divide within the European Union between nations advocating for fiscal restraint and those prioritizing strategic investment.

• DBS Bank identifies Indian companies that pivot toward AI-enabled services and productivity solutions as the primary long-term winners amidst global AI disruption. • The bank notes that these firms are best positioned to navigate challenges such as high energy prices and the evolving technological landscape. • Despite this potential, DBS observes that India and Indonesia have largely been bypassed by the recent strong investment momentum seen across the broader Asian region.

• The Opinions Editor argues that while immediate economic troubles have eased, the structural foundations necessary for sustainable, long-term growth remain absent. • Key sectors are struggling: high-skilled IT services are under pressure, manufacturing is failing to gain traction, and the financial sector is not creating enough low-to-medium skilled roles. • Job growth is currently concentrated in low-end services, exemplified by Zepto, which saw its delivery rider workforce surge from 49,278 in 2024 to 2.21 lakh in 2026.

• General Atlantic Co-President Martin Escobari discussed India's economic trajectory during a conversation with Zerodha co-founder Nikhil Kamath on June 11, 2026. • Escobari, representing a firm that has invested over $5 billion in India, urged the nation to be patient and avoid simply replicating China's development model. • He emphasized that India must develop a unique growth strategy tailored to its own specific strengths and systemic complexities to ensure sustainable success.

Report says confidence among 16- to 21-year-olds has fallen sharply as they doubt hard work will be rewardedYoung people in England are increasingly “losing faith in their futures” according to a report, as record numbers fear long-term unemployment.Analysing survey data, including from the Office for National Statistics, the Institute for Public Policy Research (IPPR) said 16- to 21-year-olds were less confident about being successful than a decade ago. Continue reading...

Rise in bond yields due to fuel prices and stability concerns will eat away at Rachel Reeves’s fiscal headroomBusiness live – latest updatesThe UK government’s long-term borrowing costs have hit their highest level since 1998, amid rising fuel prices and concerns about political stability.The yield – effectively the interest rate – on 30-year UK government bonds (gilts) hit 5.76% at lunchtime on Tuesday, up 0.11 percentage points – exceeding the 27-year high reached last autumn. Continue reading...

• Market experts identify fundamentally strong value stocks as attractive investment opportunities following recent market corrections driven by geopolitical tensions and crude oil price volatility. • Analysts recommend disciplined investors focus on quality companies trading at depressed valuations rather than panic-driven selling, viewing current market weakness as potential entry points for long-term wealth creation. • Selective turnaround stocks and NBFC sector opportunities are highlighted as potential beneficiaries of market recovery, with emphasis on portfolio construction based on fundamental strength rather than technical indicators.

US judge orders release of a woman and her five children who were family of the 2025 Colorado fire attack suspectA woman and her five children, whose immigration detention of more than 10 months marked the longest family detention under Donald Trump’s second administration, were released on Thursday hours after a judge’s order, their lawyer said.US district judge Fred Biery of the western district of Texas ordered the family’s release. Continue reading...