Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Argentina's envoy says India is now its sixth-largest economic partner, with bilateral trade reaching nearly $6 billion in 2025, driven by edible oil and critical minerals.
Commonwealth Bank trades at 26 times earnings, a 40% premium to peers. Housing slowdown and APRA capital rules are the key tests for that multiple.
The Jacksonville, Texas facility adds 250 employees and advanced injection molding and blow molding capabilities, doubling Garware Fulflex's global revenue to $200M.
Commerce ministry directs states to stop parallel funds and co-invest through FoF 2.0, targeting deep tech and tier-2/3 cities.
Federal Reserve Chair Kevin Warsh announced five task forces led by Mankiw, Andreessen, Rajan, and others. The picks tilt toward academic rigor, with implications for the rate path and balance sheet policy.
Fed Chair Kevin Warsh named five outside task forces to help overhaul the central bank. Members include Marc Andreessen and Asha Sharma. The groups will report recommendations for reform.
The Fed's new AI task force is stacked with true believers, reinforcing Chairman Warsh's view that AI could boost productivity and justify rate cuts. The FOMC and NY Fed's Williams offer caution.
Former Fed Chair Ben Bernanke joins Anthropic's Long-Term Benefit Trust to advise on AI's economic impact, bringing central bank crisis experience to governance.
Premier Energies doubled its module capacity to 11.1 GW with a new Telangana plant and added a 6 GWh battery storage line, positioning for India's solar scale-up.
Serbia left rates at 5.75% for a record 22nd month. Core inflation at 4.5% signals domestic pressure as election welfare pledges add to price risks.
Global employment fell for a second straight month in June, PMI data show, widening the gap between rising output and falling headcount. The divergence signals caution on demand durability and could shape central bank rate decisions.
Power Minister Manohar Lal said India must prepare for 300 GW peak demand next year, urging faster domestic clean-energy manufacturing even if it raises costs.
Heavy downpour floods Delhi-NCR early Thursday. IMD issues Orange Alert for Delhi, Red for some NCR areas. 180-250 mm rain due in 24 hrs.
PIMCO High Income Fund faces headwinds from a weakening bond market. The analyst warns that deteriorating credit conditions could pressure NAV and force a distribution cut.
Central government employees likely to get 3% DA hike from July, based on AICPI-IW trend. Final decision after June CPI data on July 13. The hike supports consumption and adds to fiscal outlay.
China June CPI rose 1% y/y, missing estimates, while PPI hit 4.1%. Core CPI eased to 1%. IMF raised China growth forecast to 4.6% on export strength. Next policy signal: Politburo meeting late July.
10-year yield rises 0.88%, pushing DJIA down 1.11%. QQQ holds a 0.16% gain, but the narrow tech lift leaves limited room if rates keep climbing.
EPFO credits 8.25% interest by July 15 for FY2025-26 – third straight year. No subscriber losses from delay. Check via UMANG app or SMS: type EPFOHO UAN to 7738299899.
Academy of Learning Co. signed a SAR 405 million training contract with Hadaf, boosting its project backlog. The deal ties training directly to job placement, AOL said.
Jairam Ramesh called the new VB G RAM G Act 'Rozgar Adhikar chori,' saying it replaces a constitutional right with a centralized scheme that burdens state budgets.
One-year inflation expectations climbed to 3.7% in June even as gas price growth expectations plunged to 1.5%. Rent and medical care cost expectations drove the rise, complicating the Fed's path.
Commercial satellite imagery democratizes observation but remains vulnerable to political pressure. A Peace Power architecture of independent verification could reduce conflict risk by producing trusted public evidence.
The cyclically adjusted P/E ratio sits at 39.5 with inflation at 4.55% and the 10-year yield at 4.47%. That combination has only one precedent: the late 1990s.
Peak XV leads Mowito's $3M round for demonstration-based robot programming. The startup targets mid-sized factories with robotic arms without coding staff.
The new aerospace-qualified plant adds precision machining and fabrication capacity for global OEM programmes, strengthening India's supply chain role.
India deploys its first export-import shipping container, challenging China's 90%+ market share. Maersk backs the effort with a purchase agreement and technical support.
France's trade deficit hit €6.9B in May as exports fell, reversing April's improvement. Weaker exports could pressure the euro and French equity sectors.
After losing Mission Drishti to a solar storm, GalaxEye plans two next-gen satellites and deeper vertical integration. The bet signals a shift for India's private space industry.
A new study by Nobel winner Daron Acemoglu and colleagues finds that declining birth rates raise GDP per worker by 26.8% per percentage-point drop, fully offsetting population decline.
JPMorgan, BofA, Wells Fargo and PNC held early talks to buy Fiserv's debit networks STAR and Accel, aiming to bypass Durbin Amendment fee caps. The deal faces political risk.