sector-analysis News
Gold miners surge as bullion breaches $5,000 record
Safe-haven demand driven by political turmoil and weaker dollar boosts mining sector
US Signals Price Floors for Rare Earths to Counter China's Grip
Reports of talks with Australia's Lynas follow a landmark deal with MP Materials, signaling a new Western strategy to de-risk the critical minerals supply chain.
Chip Demand Surges in 2026, Defying Global Economic Headwinds
Early trade data from South Korea shows a 20% jump in semiconductor exports, signaling ferocious global demand for AI technology amid a broader trade slump.
Retail Stocks Slump on Renewed US-Europe Tariff Fears
President Trump's threat to impose tariffs tied to a Greenland deal pressures major importers like Amazon, Walmart, and Target.
German Subsidy Deal for Chinese EVs Shakes European Auto Sector
A €3 billion incentive program in Europe's largest auto market is now open to brands like BYD, intensifying the pressure on Volkswagen, BMW, and Stellantis.
Solar Sector Faces Deepening Slump as Price War Decimates Profits
A profit warning from a global manufacturing giant signals persistent pain for the industry, even as Beijing begins to tackle the overcapacity that fueled the crisis.
Homebuilder Stocks Gain as Mortgage Rates Hit Three-Year Low
A drop in 30-year mortgage rates to 6.11% is fueling optimism for a housing market rebound, boosting homebuilder shares despite high property values.
China Signals End to EV Price War, Threatening Automaker Margins
Beijing warns of penalties for 'disorderly competition,' putting pressure on Tesla, BYD, and other major players accustomed to aggressive discounting.