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A 200-year-old trading empire is looking good.

Asian conglomerate Jardine Matheson posts strong earnings and a higher dividend as its property, retail and infrastructure empire powers ahead.

Meanwhile, Oracle delivers strong profits on AI demand - but investors are questioning whether its debt-fuelled data-center buildout could become tomorrow’s risk.

On Wall Street, HSBC says peak fear around the Iran oil spike may have passed - and argues it’s time to overweight equities again.

Corporate news includes buyback ambitions from Salesforce, an AI-agent social network move by Meta, tax provisions at Mapletree Logistics Trust, and profitability at EV maker Nio.

Markets, strategy and the stories behind the numbers - hosted by Michelle Martin with Ryan Huang.

Companies mentioned:
Jardine Matheson • Oracle • Salesforce • Meta • Mapletree Logistics Trust • Nio • Yangzijiang Shipbuilding

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