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De verwachte hervormingen van Labor zijn geen wondermiddel, maar ze zouden Australië naar een rechtvaardiger traject kunnen duwen. Ontvang onze breaking news e-mail, gratis app of dagelijkse nieuwspodcast. De regering-Albanese bereidt zich voor op het presenteren van een begroting die wonen opnieuw zal definiëren als beschutting – in plaats van als financieel instrument – in wijzigingen die al hebben geleid tot felle waarschuwingen dat de huren zullen exploderen en het woningaanbod zal worden ingeperkt. Die waarschuwingen kunnen het beste genegeerd worden. Lees verder...

• Rendementen op obligaties stijgen door zorgen over potentiële politieke instabiliteit en stijgende inflatie • Business live – laatste updates • Britse politiek live – laatste updates

• ISS en Glass Lewis steunen aandeelhoudersresolutie door zorgen over de macht van Jamie Dimon, die beide rollen bekleedt • Beleggers in JP Morgan zijn opgeroepen om voor te stemmen voor het scheiden van de functie van chief executive en voorzitter bij de grootste bank van Amerika, vanwege zorgen over de macht die de miljardair Jamie Dimon uitoefent. • ISS en Glass Lewis, die advies geven aan enkele van 's werelds grootste fondsbeheerders over hoe te stemmen tijdens jaarlijkse beleggersvergaderingen, hebben hun steun betuigd aan een aandeelhoudersresolutie die ervoor zou zorgen dat twee verschillende personen de functies van voorzitter en chief executive bekleden "zo spoedig mogelijk".

• Aandelen Pop Mart [HKG: 9992] stegen met 7% tijdens de handel in Hong Kong nadat miljardairsbelegger Duan Yongping op sociale media aankondigde dat hij al zijn belangen in steenkool, waaronder China Shenhua Energy, heeft ingeruild voor aandelen van de speelgoedmaker. • De zet signaleert vertrouwen in het bedrijfsmodel van Pop Mart en weerspiegelt een bredere verschuiving onder grote beleggers, weg van traditionele energiesectoren richting consumentengerichte aandelen. • De ruil demonstreert de aanhoudende belangstelling van beleggers voor Chinese consumentengerichte bedrijven, ondanks macro-economische tegenwind en regelgevend toezicht in de technologie- en financiële sectoren.

• Syfe, een regionaal investeringsplatform, heeft aangekondigd een beheerd vermogen (AUM) van 10 miljard dollar te hebben bereikt, wat wijst op een aanzienlijke groei in de investeringssector van Azië-Pacifisch per mei 2026. • Het platform rapporteerde een driedubbele stijging in handelsactiviteit, gedreven door beleggers die afstappen van portefeuilles die uitsluitend op de VS zijn gericht om bredere geografische exposure en gediversifieerde investeringsstrategieën te verkennen. • Deze mijlpaal weerspiegelt de groeiende belangstelling van beleggers voor digitale wealth management-oplossingen in Azië en duidt op een toenemend vertrouwen in regionale investeringsmogelijkheden buiten de traditionele VS-gecentreerde strategieën.

• Market participants are repositioning portfolios toward companies with strong pricing power and defensive characteristics as geopolitical tensions in the Middle East persist. • Artificial intelligence-related equities continue attracting investor attention as a growth hedge against macroeconomic uncertainty. • The investment rotation reflects concerns about inflation persistence and the need for portfolio resilience in volatile market conditions.

• Yaron Elad and Elik Etzion, along with US partner Gurinder Sidhu, launched AlphaDrive, a $100 million investment fund focused on cybersecurity and AI with a unique investment model. • The founding partners bring a track record of 22 exits in cybersecurity investments generating approximately $2.5 billion in combined value. • The fund represents a strategic pivot toward investing at the convergence of cybersecurity and artificial intelligence, reflecting market trends following recent high-profile AI security incidents.

• Foreign institutional investors (FIIs) have sold Indian stocks on 150 out of the past 240 trading days, reflecting a sustained outflow trend over the last several months. • The selling pressure is attributed to rising oil prices, rupee weakness, and elevated US bond yields, which have made emerging market assets less attractive relative to US fixed income. • This persistent FII exit contrasts with India's overall attractiveness as a global investment destination and poses near-term headwinds for equity valuations.

• Key Indian stocks including Kotak Mahindra Bank (trading at 383.30, up 0.35%), DMart, Vodafone Idea, Nestle India, and Coal India featured prominently in market news on May 4, 2026. • Nifty Financial Services index rose 1.12% to 25,944.50, gaining 287 points, amid sector rotation post-election outcomes. • Other highlights include HUL, Bajaj Finance, and Adani stocks, with trading guides recommending buys like Gujarat Fluorochemicals and Kalyani Steels for up to 8% gains.

Owner-occupier mortgage growth slowed under growing costs while investor loans grew by $42bn in the year to March, a 9.6% increaseGet our breaking news email, free app or daily news podcastProperty investor borrowing rose at its fastest rate in a decade in March, according to the Reserve Bank, despite higher interest rates and speculation about property tax changes.Owner-occupier loan growth slowed under the weight of growing mortgage costs but investor lending is continuing its record surge. Continue reading...

• Young investors in Singapore are increasingly allocating funds to domestic stocks as a safe haven during volatile global markets. • The trend reflects a search for stability amid uncertainties in international equities and broader economic pressures. • Local market resilience draws this demographic, potentially boosting Singapore's exchange volumes and liquidity.

• San Diego Padres ownership group agreed to sell the team to a new investor consortium on May 2, awaiting MLB approval. • The deal, valued at $2.8 billion, includes local business leaders and aims to fund stadium upgrades. • This sale ends decades of current ownership, promising stability amid the Padres' competitive NL West push.

• 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.

Treasurer tells Commonwealth Bank podcast that he aims to ‘recognise the decisions that people have taken in the past’Follow our Australia news live blog for latest updatesGet our breaking news email, free app or daily news podcastExisting property investors look set to avoid paying more tax under Labor’s mooted changes to CGT in next month’s budget, after Jim Chalmers said he wanted to “make sure that we recognise the decisions that people have taken in the past” and flagged any reforms would not generate “a huge amount of revenue”.The treasurer is widely expected to modify the flat 50% tax discount on profits from the sale of assets held for more than one year, potentially returning to the pre-1999 model where capital gains are adjusted for inflation. Continue reading...

Top buyers promised access at Mar-a-Lago event as Democrats and watchdogs warn of pay-to-play risksDonald Trump is slated to star at a cryptocurrency bash on 25 April at his Mar-a-Lago club for scores of purchasers of his crypto memecoin $Trump that has enriched him while in office. The move is fueling renewed criticism from top Democrats and ethics watchdogs that he is using the presidency for financial gains in a break with ethical norms.The Trump-linked Fight Fight Fight LLC has hyped the event as “THE MOST EXCLUSIVE CRYPTO & BUSINESS CONFERENCE IN THE WORLD”. It’s promising a luncheon with Trump as its keynote speaker, according to the memecoin’s official website and its social media account. Continue reading...

Adult video platform to sell minority stake to increase stability after death of its founder Leonid RadvinskyBusiness live – latest updatesOnlyFans, the UK adult video platform, is in talks to sell a minority stake to a US investor that will value the business at more than $3bn (£2.2bn).The London-based company is in advanced talks to sell a stake of less than 20% to the San Francisco-based investment firm Architect Capital, according to the Financial Times. Sources familiar with the process confirmed the talks to the Guardian. Continue reading...

The S&P breached 7,000 points for the first time in history, in a rally that erased stark losses incurred at start of warWall Street scaled a fresh all-time high on Wednesday amid growing optimism among investors that the US-Israel war on Iran will soon be over.The benchmark S&P 500 breached 7,000 points for the first time in history, after climbing 0.8% over the course of the day, finishing at 7,022.95. The tech-heavy Nasdaq also rose 1.6% to 24,016.02, its own record high, while the Dow Jones industrial average remained broadly flat. Continue reading...

Justin Sun said World Liberty Financial built a ‘backdoor blacklisting function’ that froze his account. ‘We have the truth. See you in court,’ the company respondedSign up for the Breaking News US email to get newsletter alerts in your inboxThe largest investor in Donald Trump’s crypto venture has claimed that the firm “secretly” implemented a tool to unilaterally freeze his holdings of its cryptocurrency. He claimed the company could do the same to any other user.In posts on social media platform X on Sunday, crypto entrepreneur Justin Sun said, without offering evidence, that World Liberty Financial had embedded what he described as a “backdoor blacklisting function” in the blockchain-based contracts used for the WLFI tokens. Continue reading...

• A survey by AirMDR released on April 14, 2026, in Palo Alto, CA, reveals 80% of US-based cybersecurity investors intend to increase AI cybersecurity funding next year. • 71% expect decisive ROI from AI tools, with capital shifting toward companies proving operational impact and cost reductions over mere product enhancements. • Investors prioritize defensible AI technologies delivering real outcomes, signaling strong market confidence but heightened selectivity for enterprise-ready solutions.

• The S&P 500 fell 1.8% Thursday, driven by disappointing earnings from major technology companies that missed analyst expectations on revenue growth and profitability. • Mega-cap tech stocks including those from leading AI companies dropped 2.3% collectively, erasing early-week gains as forward guidance pointed to slowing demand for enterprise AI solutions. • The sell-off extended to semiconductor and cloud infrastructure stocks, with the Nasdaq Composite declining 2.1%, signaling growing investor concerns about the sustainability of recent valuations.

Elon Musk’s aerospace to AI company will host summer event to try to convince buyers it is worth $2 trillionBusiness live – latest updatesSpaceX will kick off the marketing for its highly anticipated stock exchange debut by hosting an event in June for 1,500 retail investors, as executives set out to convince buyers that the aerospace-to-artificial-intelligence group should be valued at $2 trillion.In an unusual move, the company has earmarked a large portion of its shares – potentially up to 30% – for non-professional, non-institutional investors, banking on the popularity of its chief executive, Elon Musk, to help it raise $75bn (about £56bn) in what is expected to be the largest public offering in history. Continue reading...

• Blue Owl Capital investors requested $5.4 billion in redemptions from two private credit funds amid accelerating outflows in the financial services sector. • The fund manager reversed its policy by capping redemptions at 5% to manage liquidity pressures effectively. • This development highlights rising concerns over private credit market stability amid broader economic uncertainties.

• Financial advisors are recommending patience for investors amid extreme market swings, noting that historical data shows staying invested typically outperforms reactive selling during crises—even during wartime. • The S&P 500 has retreated to levels not seen since August 2025, with three major indexes all significantly below their recent peaks as geopolitical uncertainty continues to roil markets. • Investment strategists emphasize that while current volatility is unsettling, panic-driven decisions often lock in losses and can result in missed opportunities for recovery.

• U.S. stocks closed higher on Monday, March 23, 2026, with the Dow Jones Industrial Average rising 1.4% or 631 points to 46,208.47 amid hopes of easing Middle East tensions. • Nasdaq Composite advanced 1.4% to 21,946.76 led by Albemarle Corporation's 3.5% gain, while S&P 500 gained 1.2% or 74.52 points to 6,581.00 with all 11 sectors positive. • Consumer Discretionary (XLY), Materials (XLB), and Technology (XLK) sectors rose 2.5%, 1.5%, and 1.5% respectively; VIX fell 2.4% to 26.15 on higher trading volume of 27.94 billion shares.

California jurors hand win to investors who sued billionaire saying he publicly disparaged social media platform in 2022A California jury has ruled that Elon Musk is responsible for Twitter investors’ stock plummeting when he sought to buy the social media platform for $44bn in 2022. Jurors handed the win to a group of investors who sued the billionaire saying he publicly disparaged the company with the aim of bringing down Twitter’s stock price to get a better bargain.The trial, which began earlier this month in federal court in San Francisco, focused on whether Musk intended to move the market with his comments. During a six-month period in 2022, after his offer to buy Twitter, he posted constantly to his millions of followers that the social network was rife with bots that produced spam and created fake accounts. Continue reading...

• The Senate passed a major bipartisan housing bill on March 12, 2026, with an 89-10 vote, marking the largest housing legislation in 36 years, co-sponsored by Senator Tim Scott (R-SC) and Elizabeth Warren (D-MA). • The bill implements a hard cap preventing institutional investors from purchasing additional single-family homes once they own 350 properties, and requires build-to-rent homes to be sold within 7 years, triggering depreciation recapture. • The legislation expands manufactured housing definitions to allow factory-built homes without steel chassis, broadens multifamily lending standards, and accelerates permitting timelines to increase overall housing supply.

The US Senate passed the bipartisan 21st Century ROAD to Housing Act (H.R. 6644) on March 12, 2026, by a 89-10 vote, incorporating a temporary prohibition on the Federal Reserve issuing a central bank digital currency defined as a widely available US dollar-denominated digital asset. Section 901(b) bans large institutional investors from purchasing single-family homes, while Title III eliminates the permanent chassis requirement for manufactured homes to boost affordable housing production. The legislation combines House and Senate versions, reflecting Trump administration priorities, and now awaits House reconciliation amid opposition to Senate amendments. Provisions also increase FHA multifamily loan limits and expand appraiser training to address housing supply shortages.

Institutional investors and hedge funds executed defensive portfolio adjustments on Friday, March 13, 2026, reducing exposure ahead of the weekend due to escalating geopolitical risks in the Persian Gulf region and growing stress in the global private credit market. The Nasdaq declined 1.78% to 22,111 and the Dow dropped 1.56% to 46,777 as surging oil prices and Iran-related fears triggered broad risk-off sentiment across markets. Market observers noted that sophisticated investors remained in defensive positions pending clarity on the Strait of Hormuz, with key monitoring points including tanker traffic, Sunday night oil futures, and potential ceasefire negotiations. The S&P 500 has fallen approximately 3% for the month of March, placing the index in negative territory for the year.