James Hardie Industries reported a 64% year-on-year increase in first-quarter FY27 sales to US$1.47 billion, while adjusted EBITDA rose 79% to US$422 million. Management also upgraded its full-year guidance, forecasting proforma adjusted EBITDA growth of 7.4% to 13.7%. Morgan Stanley expects the company’s earnings in 2029 could be about 19% above current market expectations.

Indian market sentiment improved as U.S. bond yields eased slightly and the rupee strengthened to a two-month high against the dollar. A concessional swap facility mobilised $136 billion, while the FCNR(B) scheme drew $127 billion, both above expectations, supporting rupee stability and foreign investor confidence. Banks’ large FCNR(B) mobilisation is expected to lift net interest margins, underpinning banking stocks, while foreign institutional investors are seen continuing to buy Indian equities.

BHP, Woolworths and Coles, all members of the ASX 200, raised dividends during this reporting season. BHP’s final dividend increased by about 51.5% year on year to US$0.99 per share, taking its full-year payout to a four-year high. The company said FY26 revenue rose 15% to US$58.8 billion and underlying profit jumped 30% to US$13.2 billion, supported by higher prices for copper, iron ore and metallurgical coal.

Uber says it will cut 3,300 jobs globally, about 3% of its workforce, as it moves to streamline its cost base. The company says it will reinvest the savings in autonomous-vehicle efforts, including more than $US10 billion in commitments. In Australia, Uber generated more than A$14.5 billion in revenue last year and A$2.12 billion in gross profit, but most was paid out as service fees to overseas related companies. That left the local business with a net profit of A$8.7 million.

The Dutch central bank said Wednesday it has relocated 86 metric tons of gold from North America as it prepares for potential crises amid global political unrest. Between March and August, it moved part of the gold held in New York and Ottawa to London, while more than 27 metric tons were physically transferred to a heavily guarded vault at a military base near Zeist in the Netherlands. After the move, the shares of Dutch gold held in New York and Ottawa both fell to 18.5%. The central bank holds 612.4 metric tons of gold, valued at 72.2 billion euros at the end of 2025.

OpenText shares are down 26% in 2026 and trade at about a 40% discount to their 52-week high. In fiscal 2026 fourth-quarter results ended in June, revenue rose 2.9% year over year to $1.4 billion. Enterprise cloud bookings climbed 24.1%, while adjusted EBITDA rose more than 14% and the margin increased to 37.6%.

Brady Corporation’s board approved raising the annual dividend on its Class A common stock to $1.00 per share from $0.98 per share on September 1, 2026. The company set a quarterly dividend of $0.25 per share, payable on October 30, 2026, to shareholders of record as of the close of business on October 9, 2026. The increase marks Brady’s 41st consecutive year of annual dividend growth.

California lawmakers failed to advance a wildfire liability reform proposal, sending PG&E and Edison International shares down 20% and 21% this week, respectively. PG&E said it will cut $2 billion from its 2027 capital spending plan to $11.4 billion and has launched a strategic review. CEO Patti Poppe said an investment-grade credit rating would allow the company to restore the reduced investment and lower financing costs.