Capital markets news | Mon 27 Jul 2026
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AI selloff
Wall Street still expects big gains ahead for core AI stocks, with 12‑month targets implying roughly 50-60% rebounds for leaders like Nvidia and Micron. The recent drop is being framed more as a valuation “recalibration” than a crash, driven by stretched multiples, weak realised ROI on many enterprise gen‑AI projects, and excessive concentration risk that needed cleaning up. The episode is notable because markets are cutting back excess optimism while still signalling confidence in AI’s long‑term structural importance, shifting from one‑way euphoria to a more balanced, two‑sided market.
Equity
- Bursa reprimands Meridian, executive director for annual reports delay Edge NST Star
- CXMT’s blockbuster listing may spark next leg of chip boom in China Edge
- DeepSeek to tell backers of funding pause after viral posts Edge
- Temasek-backed Manipal Health seeks to raise up to USD960m in India IPO Edge
- Big Asia stock funds turn to laggards to cut risk from AI swings Edge
- Foreign microcap IPOs dry up in US Star
- HSBC sends troubling SpaceX stock prediction Yahoo
- ‘Big Short’ legend Michael Burry says markets will crash Yahoo
- Corporate America is the most optimistic it’s been in 15 years Yahoo
- Elon Musk’s Boring Company reportedly raising funding at a USD20b valuation Yahoo
- World Network secures USD52.5m in funding to fight online AI deepfakes Coindesk
- US govt invested USD27b in corporate stakes. Good luck finding them Yahoo
Debt
- Malaysia gets strong demand for global sukuk, record-low spreads Edge NST Star
- Lagenda Properties plans RM1.5b sukuk programme Edge NST Star
- PRG’s major shareholder petitions wind up after loan restructuring fails Edge
- World Bank confirms plan to phase out China lending by 2031 Mail
- BofA sees 5-year Treasury bond bear market ending Yahoo
- Big Tech debt flood is taking over risk in market Edge
- US investment-grade bond funds see USD7b record weekly outflows Edge
- Global bonds reeling as oil surge renews inflation threat Edge
- AI turns to green bonds Star
Commodities
- Petronas vessel gets Red Sea clearance, to reach Melaka early Aug Edge
- Tanker exits Red Sea dark as China ship heads towards strait Edge
- Oil prices ease after US and Iran pause their attacks Yahoo
- Oil falls on report China pushing for end US-Iran war Edge
- Iran says it sold USD18b of oil during war, ceasefire Edge Mail
- Kuwait signs USD16b oil pipeline deal with Blackstone, KKR and Brookfield Yahoo
- Mideast oil has no way out amid wars, but refined products crisis is worse Yahoo
- Middle East crude premiums surge, Asian refiners seeking alternatives Edge
- Iran war spreads to Red Sea and Caspian, Gulf quiet as US forgoes strikes Edge
- Oil passes USD100 a barrel again: Depleted reserves make spike dangerous Mail Star
- Trump has no remaining levers to pull as oil hovers near USD100 threshold Yahoo
- Goldman Sachs doubles down on oil price forecast for 2026 Yahoo
- Why aren’t oil prices higher? Drop in energy demand leaves strategists puzzled. Yahoo
- Burnham is oblivious to the looming oil shock Yahoo
Digital assets
- Poolin was bitcoin’s biggest mining pool and now it’s filing for bankruptcy Coindesk
- South Korea’s largest bank to launch payment service on JPMorgan’s Kinexys Cointelegraph
- North Korea arrests hackers for laundering funds stolen from bank via crypto Coindesk
- A USD5b cluster has formed in bitcoin options. It tells a bullish story Coindesk
- Wemix says attacker moved about USD724k after contract breach Cointelegraph
- Binance ‘red teams’ its own staff every month to keep hackers out Cointelegraph
- Brazilian farmers tokenised dairy cows to get loans, bypassing bank lending limits Coindesk
- Russia’s largest bank Sberbank plans crypto trading infrastructure by Dec Coindesk
- EU hits Russia with 21st sanctions package targeting USD120b crypto network Coindesk
M&A
- Khazanah sold RM1.39b Tenaga stake in placement Edge Star
- Allianz to buy HSBC’s Singapore insurer in USD2.1b deal Edge Star
- Singapore’s Mapletree Industrial aims to cut debt with up to USD465m asset sale Edge
- Crypto market maker B2C2 held sale talks with multiple potential buyers Coindesk
- Paramount, Warner Bros halt deal until Jun or court ruling Edge
- Institutional crypto trading platform LMAX is exploring sale, IPO Coindesk
- BP nears deal to sell solar business to Kuwait-backed group, FT reports Edge
- Commerzbank says ready for takeover talks with UniCredit Edge
- Europe’s high regulatory bar could spark new crypto industry M&A wave Coindesk
Malaysia
- HLB Private Bank expands access to global private markets NST
- Growth may be faster than expected, funds likely to continue pouring in Edge
- DOSM: Leading index posts 0.8% rise in May amid stable domestic demand Mail Star
- Moving away from PPPs Star
- Trump slaps tariffs on 60 economies over forced labour imports Edge NST Star
- Anwar confident Cabinet will approve release of Tabung Haji RCI report Edge
- MACC officer disagrees Penang did not suffer loss due to land exchange Edge
- RM20 mil transferred from PNB to FashionValet in 2018, says banker Edge
Other markets
- Singapore’s central bank set to hold rates on mild inflation, signal tightening Edge
- GIC posts worst 5-year return since 2013; US still top market Edge
- Singapore’s GIC to invest an additional USD30b in hedge funds NST Star
- JPMorgan said to move over 30 China quant researchers to Singapore, Hong Kong Edge
- Indonesia bets on Bali’s ‘aura’ to build new international financial centre Mail
- Thailand plans to scrap USD29.7b land-bridge after study Edge
- US package worth USD2.5b prioritises AI, future technologies in Southeast Asia Edge
- China targets offshore trusts in sweeping tax clampdown Edge
- Yen may be paying the price for its central bank’s follies Edge
- Japan’s factory activity stays firm as output surges in Jul, PMI shows NST
- Rising inflation turns Jul Fed meeting into rate-hike showdown Yahoo
- US Fed tipped to hold rates as inflation, Iran war cloud outlook Mail Yahoo
- Oil near USD100 puts Fed and peers in interest-rate spotlight Edge
- Fed Chairman Warsh faces cruel summer as bond yields spike Star
- Fed Chair Kevin Warsh sends a clear signal on where interest rates are headed Yahoo
- US business activity perks up in Jul but trend may not last, S&P Global says Edge
- Trump’s tariffs are likely to stick around despite unpopularity, experts say Edge
- Trump’s new tariffs prompt lawsuit from small businesses Edge
- Eurozone rate setters on alert due to Gulf war Star
- ECB says consumer price expectations fell sharply in Jun Edge
- Eurozone business activity returns to growth in Jul for first time in 4 months Edge
- JPMorgan warns ‘super’ El Nino and oil shock could prop up global inflation Edge
- Global inflation angst is back with USD100 oil and more tariffs Edge
- JustMarkets flags central bank signals for forex traders NST