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Sea Limited Surges 15% as Q1 Revenue Hits $7.1B and EBITDA Tops $1B

May 15, 2026May 12, 2026 by Bruno

SE stock surged 15% on May 12 after Q1 2026 revenue jumped 47% to $7.1B, Shopee GMV rose 30%, and adjusted EBITDA crossed $1B for the first time.

Categories Stock Market Tags emerging markets, SE stock, sea limited earnings, shopee, southeast asia tech stocks, stock market Leave a comment

Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets

May 11, 2026April 22, 2026 by Bruno

Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.

Categories Energy & Commodities, Geopolitics & Markets Tags bonds, capital markets, emerging markets, energy, federal reserve, Iran, oil markets Leave a comment

China’s Q1 2026 GDP Surprise: The Divergence Trade Taking Shape

April 17, 2026April 16, 2026 by Bruno

China’s economy grew 5% in Q1 2026, beating 4.8% forecasts as Western markets face Iran-driven energy shocks and record-low consumer confidence. Here’s what it means for global capital markets.

Categories Economy & Macro Tags bond markets, capital markets, china economy, emerging markets, GDP, global trade Leave a comment

Quantum Computing Stocks Surge Again: The 2026 Sector Wave

April 17, 2026April 15, 2026 by Bruno

IonQ surged 20%, D-Wave 16%, Xanadu 29% — all in one session. Here’s what’s fueling the quantum computing sector wave in April 2026.

Categories Stock Market Tags emerging markets, IonQ, quantum computing, stock market, technology stocks Leave a comment

IMF Slashes Global Growth Outlook: Capital Markets on Alert

May 11, 2026April 14, 2026 by Bruno

The IMF has cut its 2026 global growth outlook amid the Iran energy crisis, sticky inflation, and US-China tariffs. Here’s what capital markets need to watch.

Categories Economy & Macro Tags bond markets, capital markets, emerging markets, global growth, IMF, inflation Leave a comment

The Dollar Is Falling. What Capital Markets Are Telling Us.

April 11, 2026April 9, 2026 by Bruno

The DXY is sliding as Iran ceasefire unwinds safe-haven trades. Here’s what dollar weakness means for bonds, commodities, emerging markets, and equities.

Categories Economy & Macro Tags capital markets, currency markets, dollar index, emerging markets, global economy, treasury yields Leave a comment

Vietnam Joins FTSE Emerging Markets. Billions Will Follow.

April 8, 2026 by Bruno

FTSE Russell confirmed Vietnam’s upgrade to emerging market status, triggering a 4.4% VN-Index rally and setting the stage for billions in passive fund inflows.

Categories Stock Market Tags capital markets, emerging markets, FTSE Russell, index funds, Vietnam Leave a comment

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