Craig Mellow
LATEST ARTICLES
Japan Is an Investing Giant for Mom and Pop. It Just Needs to Convince Them.
A shift in Japan’s large pool of household financial assets could reshape capital markets, one analyst says.
3 minute read
Colombia Ushers in a New Leader. Unleashing More Oil Could Be His Next Move.
Investors see potential for an increase in Colombia’s oil output despite a fragmented government.
4 minute read
Fertilizer Prices Mostly Withstood the Iran War Shock. Stocks to Watch.
Prices for urea, essential fertilizer for global agriculture, returned to near prewar levels before the U.S. and Iran announced their peace accord.
3 minute read
South Korea Has a Chip Conundrum—Huge Profits and a Serious Selloff
Korea has been a hot market but shares are falling back to earth, especially those of memory chip makers Samsung and SK Hynix.
3 minute read
Europe’s Defense IPOs Are Hot, Too. 5 to Watch.
Europe’s defense offerings are dwarfed in scale by SpaceX, Anthropic, or OpenAI. They may prove no less important in fate-of-the-world terms, though.
3 minute read
Green Energy Is Recharging European Utilities. 4 to Play.
Europe is overhauling an aging grid to absorb renewable-generation capacity that now provides nearly half of the European Union’s electricity.
3 minute read
India’s Battle on Two Fronts: Iran War and Rupee Slide
Investors maintain faith in India’s medium-term future as a global growth engine.
3 minute read
The Yen Is Wobbly. What It Means for Japan.
The U.S. and Japan jointly worry about the yen, which is showing increased weakness. How to buttress the currency is another matter.
3 minute read
Mexico Faces Trade Trouble With Trump. Stocks Are Still Up.
The U.S. indictment of a Mexican political figure for drug trafficking complicates Claudia Sheinbaum’s relationship with the Trump administration.
3 minute read
Germany Takes a Hit With Iran War. These Stocks Might Still Be Bargains.
Investors might want to eye oversold stocks like SAP and Rheinmetall, both plays on tech and defense.
3 minute read
Canada’s Carney Says Ties With U.S. Are a Weakness. His Next Move?
Canadian trade shifts as U.S. tariffs fuel oil pipeline push.
3 minute read
Emerging Market Bonds Withstand the Iran War. It Isn’t Irrational Exuberance at Work.
Many dollar-denominated emerging market bonds are backed by investment-grade issuers.
4 minute read
Hungary’s New Leader Has a China Dilemma. Investing Will Be a Delicate Balance.
China invested heavily in Hungary because of cheaper labor, lower corporate taxes, and political support.
3 minute read
India Is Pitching Wall Street. What to Be Careful Of.
India is fleshing out the Gujarat International Financial Tec-City’s regulatory infrastructure, including fund management, payments and accounting, and taxation.
3 minute read
The Iran War Halted Korea’s Hot Streak. Regaining Momentum Will Be Hard.
It isn’t just oil prices. Korean stocks depend as much on global sentiment around artificial intelligence.The country is home to two of the top three memory-chip producers.
3 minute read
Is Europe Moving Toward a Single Financial Market? Why There’s More Incentive Now.
The European Commission proposes 17 laws to unite capital markets, backed by major economies.
4 minute read
Japan’s Market Is More Resilient Than Expected. 3 Stocks to Consider.
Bargain stocks are in areas of U.S.-Japan synergy. Industrial conglomerate Hitachi has a joint venture with General Electric, for instance.
3 minute read
Iran War Is Breathing New Life Into Coal
The price of benchmark Newcastle coal has jumped more than 10% since the U.S. and Israel started bombing Iran on Feb 28.
3 minute read
Venezuela’s Stock Just Went Up. The Iran War Makes It More Valuable for Oil Markets.
The war in Iran and rising oil prices are making political change in Venezuela seem positive.
3 minute read
Europe Is Pushing Back Hard on Trump’s Tariffs. How It Got the Upper Hand.
President Donald Trump may have a hard time dictating terms to Europe, and other trade partners, when they re-engage later this year.
4 minute read
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