Market Analysis 25 February 2026 - 2 March 2026

HSBC stock price slides in Hong Kong as oil shock hits banks — what to watch next
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HSBC stock price slides in Hong Kong as oil shock hits banks — what to watch next

HSBC shares fell 3.9% to HK$141.50 in Hong Kong on Monday, tracking a broader 2.3% drop in the city’s main stock index as oil prices surged after conflict disrupted shipping through the Strait of Hormuz. Investors cut risk ahead of key economic data and amid concerns over rising geopolitical tensions. HSBC also filed routine regulatory disclosures, including its 2025 annual report.
March 2, 2026
Exxon stock watch: Oil jumps 10% on Iran conflict, setting up a big Monday for XOM
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Exxon stock watch: Oil jumps 10% on Iran conflict, setting up a big Monday for XOM

Brent crude traded near $80 a barrel in weekend deals after U.S. and Israeli strikes on Iran, with at least 150 oil and LNG tankers halting near the Strait of Hormuz. Exxon Mobil closed Friday at $152.50, up 2.7%. OPEC+ agreed to raise output by 206,000 barrels per day from April. Several tankers and shipping firms suspended Hormuz transits after Tehran said it closed navigation.
March 1, 2026
Bursa Malaysia Week Ahead: KLCI Friday slump tees up Bank Negara rate call and US jobs test
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Bursa Malaysia Week Ahead: KLCI Friday slump tees up Bank Negara rate call and US jobs test

The FBM KLCI fell 1.4% to close at 1,716.61 on Friday, with the ringgit at 3.8902 per U.S. dollar. Bank Negara Malaysia will announce its policy decision on March 5, with markets expecting no change to the 2.75% OPR. Tenaga Nasional appointed Shamsul bin Ahmad as CEO effective March 1. Sunway Healthcare launched an IPO aiming to raise at least 2.86 billion ringgit.
March 1, 2026
Nifty week ahead: Oil shock risk and Holi holiday could jolt NSE trading after February slide
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Nifty week ahead: Oil shock risk and Holi holiday could jolt NSE trading after February slide

Nifty 50 fell 1.25% Friday to 25,178.65, capping its third consecutive monthly drop as the IT sector posted its worst month since 2008. Oil prices surged to $73 a barrel after U.S.-Israeli strikes on Iran, raising concerns for Indian markets ahead of a Holi-shortened week. OPEC+ meets Sunday to discuss possible output increases. India’s GDP grew 7.8% last quarter, slowing from the previous period.
March 1, 2026
Nasdaq week ahead: Iran strikes, oil shock risk and jobs data hang over tech stocks
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Nasdaq week ahead: Iran strikes, oil shock risk and jobs data hang over tech stocks

Nasdaq closed down 0.92% Friday as wholesale inflation rose and Nvidia shares dropped 4.2%. U.S.-Israeli strikes on Iran killed Supreme Leader Ali Khamenei, prompting Iran to launch missiles and warn the Strait of Hormuz is closed. Traders expect oil prices and market volatility to spike at Monday’s open. OpenAI announced a $110 billion funding round valuing the company at $840 billion.
March 1, 2026
Lithium price shock from Zimbabwe export ban keeps traders edgy heading into Monday
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Lithium price shock from Zimbabwe export ban keeps traders edgy heading into Monday

China’s lithium carbonate futures surged over 6% after Zimbabwe halted exports of raw minerals and lithium concentrates, disrupting supply chains. Lithium stocks jumped in China, Australia, and the U.S. Zimbabwe shipped 1.128 million tons of spodumene concentrate to China in 2025. Investors await Zimbabwe’s next move on export permits and China’s futures market reopening on March 2.
February 27, 2026
XRP price today drops as Nvidia jitters and hot U.S. inflation data cool crypto mood
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XRP price today drops as Nvidia jitters and hot U.S. inflation data cool crypto mood

XRP fell 3.7% to $1.34 on Friday, with market value near $82 billion and 24-hour trading volume at $3.3 billion, according to CoinMarketCap. The drop followed Nvidia’s post-earnings slide and a 0.5% rise in the U.S. Producer Price Index for January. Bitcoin slipped 2.3% to $65,924. XRP is down about 28.5% over the past 30 days, Binance data showed.
February 27, 2026
Lithium price jumps after Zimbabwe export ban jolts China futures and mining stocks
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Lithium price jumps after Zimbabwe export ban jolts China futures and mining stocks

China’s lithium carbonate futures jumped 6.07% to 178,020 yuan per ton after Zimbabwe halted exports of raw minerals and lithium concentrates with immediate effect. The ban, which includes cargoes in transit, disrupted supply to China, which received most of Zimbabwe’s 1.128 million tons of lithium concentrate exports last year. Shares of Chinese miners with Zimbabwe exposure fell as firms assessed the impact.
February 26, 2026
Natural gas price slides to $2.81 as UNG drops; traders eye March 5 EIA report
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Natural gas price slides to $2.81 as UNG drops; traders eye March 5 EIA report

U.S. natural gas futures fell 2% to $2.81 per mmBtu Thursday, pressured by mild March weather forecasts and steady output. The United States Natural Gas Fund dropped 2.4% to $11.32. Lower 48 production averaged 108.7 bcfd in February, while LNG export flows neared 18.7 bcfd. Gas in storage stood at 2,018 Bcf for the week ended Feb. 20, down 52 Bcf from the previous week.
February 26, 2026
BP share price could swing at the open as Iran talks and an OPEC+ decision put oil back in focus
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BP share price could swing at the open as Iran talks and an OPEC+ decision put oil back in focus

BP shares closed at 470.25 pence in London, down 0.2%, while U.S.-listed shares rose 0.6% after hours. Brent crude traded near $71 as markets watched U.S.-Iran nuclear talks and awaited the March 1 OPEC+ meeting. Rising U.S. crude inventories limited oil price gains. BP’s buyback pause and focus on debt reduction continue to weigh on its stock.
February 26, 2026
Silver price today: XAG/USD jumps above $91, then cools as tariff and Iran risks stir safe-haven trade
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Silver price today: XAG/USD jumps above $91, then cools as tariff and Iran risks stir safe-haven trade

Spot silver rose 2.38% to $89.09 an ounce Wednesday after hitting $91.42, according to Kitco. The metal had surged to a three-week high of $90.73 earlier, then slipped Tuesday as profit-taking and a stronger dollar weighed. The White House began collecting a 10% global import tariff Tuesday, with plans to raise it to 15%. U.S.-Iran nuclear talks are set for Thursday in Geneva amid regional tensions.
February 26, 2026
Gasoline prices near $3 as RBOB futures rise after surprise U.S. inventory data
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Gasoline prices near $3 as RBOB futures rise after surprise U.S. inventory data

U.S. gasoline futures rose 1.5 cents to $2.245 a gallon Wednesday after government data showed gasoline inventories fell by 1 million barrels last week. Crude stockpiles jumped by 16 million barrels to 435.8 million, far exceeding analyst forecasts. The national average for regular gasoline stood at $2.975 a gallon, according to AAA. Oil futures slipped as traders focused on the large crude build and a record EIA adjustment factor.
February 25, 2026
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Stock Market Today

  • IGO (ASX:IGO) Valuation Reviewed Amid Lithium Price Optimism and Greenbushes Output Concerns
    May 24, 2026, 6:02 AM EDT. IGO (ASX:IGO) shares rose to A$9.21, driven by optimism over lithium prices and earnings outlook, despite reduced FY26 production guidance at its Greenbushes mine. The stock gained 16.58% in 90 days and 118.76% over one year. Trading at a price-to-sales (P/S) ratio of 15.9x, IGO appears expensive relative to peers (8.6x average) but cheaper than the broader Australian metals sector (90.3x). The company posted losses of A$206.6 million and saw a 69.05% revenue decline, challenging bullish sentiment. Contrasting valuation models yield mixed signals: P/S ratio suggests overvaluation, while a discounted cash flow (DCF) model indicates an 8.2% undervaluation with a fair value of A$10.03. Investors must weigh these metrics and production risks in assessing IGO's growth potential amid evolving lithium market dynamics.