Market Analysis
Opinionated, data-backed coverage across all asset classes
Gunnison Copper Names Jennifer Hays CFO With No Revenue in Sight
Jennifer Hays becomes Gunnison Copper CFO on Oct. 12, taking over a $173 million copper developer that trades at $0.34 versus a GF Value of $2.46.
UBS in Merger Talks as Swiss $18B Capital Rule Nears
UBS is in merger talks with multiple banks after Swiss regulators approved new capital rules that could require an extra $18 billion in reserves. The bank faces a squeeze between capital demands and shareholder returns.
Bitget Revises Theft to $387.5M, 103M XRP Move Across Wallets
Bitget raised its theft estimate to $387.5M after discovering stolen assets on Zcash and TRON. Nearly 103M XRP tokens are moving across wallets, raising liquidation risks.
CSG N.V.: Czech Defense Play With 50%+ Upside on Backlog, 9% Yield
CSG N.V. raised FY25 revenue guidance to €3.5B after H1 revenue doubled to €1.8B. The Czech defense group's order backlog hit €8.8B, covering 2.5 years of production at current capacity. ADR yield roughly 9%.
Sollfege Smart Electronics IPO raises ₹21.78 cr for showroom push
Kolkata-based Sollfege Smart Electronics raises the funds via a fresh issue of 39.60 lakh shares at ₹55 each, with BSE SME listing set for Oct 8.
Gogoro brings battery-swap stations to Vietnam, taking on VinFast
Gogoro's battery-swap cabinets appear in HCMC as its Castrol JV targets Vietnam's e-scooter market, competing with VinFast's 45,000 cabinets. A Q4 scooter launch is planned.
Technical Outlook for Tata Chemicals, CPCL, DMart, Shakti Pumps
Tech Trail flags downside risk in Tata Chemicals and Shakti Pumps; CPCL can target ₹1,850 and DMart ₹4,600–₹4,800, per the column's technical view.
White House blocks CNN from traveling with Trump on Air Force One
White House blocks CNN from Air Force One travel after judge ordered access restored. The trip to Tennessee will lack independent TV coverage as the dispute continues.
Maharashtra declares 265 talukas drought-hit; relief package announced
Maharashtra declares 74% of state drought-hit; relief includes loan restructuring, power concessions. Opposition says declaration delayed. Damage assessment underway.
Anmol Industries files for ₹1,800 crore IPO, entirely offer for sale
The biscuit maker's IPO is an OFS by promoter entity Baijnath Choudhary & Family Trust; no proceeds to the company. Family-pack sales contributed ₹485.5 crore in fiscal 2026.
8th Pay Commission: ₹18 lakh arrears possible with 24-month delay
A Level 8 employee could receive nearly ₹18 lakh in arrears if implementation is delayed by 24 months with a 2.57 fitment factor, similar to the 7th Pay Commission.
Templeton's Rajasa Stays Constructive on India, Flags Permanent Volatility
Rajasa K. of Templeton Global Investments says sustained crude above $100 is a concern, while India's structural growth pillars remain intact. She sees opportunity in small-midcaps and advises using corrections to accumulate.