Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Bajaj Auto said ransomware hit internal systems and its tech subsidiary but manufacturing, sales, and service are running. Shares fell 1.2%.
Goldman Sachs raised India's 2026 GDP forecast to 6.8% and cut inflation and CAD projections, citing lower oil after the US-Iran deal. Weather and fuel pass-through remain consumption risks.
RBI proposes opening term money market to shadow lenders and corporates, deepening liquidity and improving policy transmission. Smaller NBFCs excluded. Comments due July 17.
The Commerce Department's upward revision to 2.1% for first-quarter growth reduces the case for Fed rate cuts, lifting yields and the dollar while splitting equity sectors.
Navin Agarwal's ₹1,250 crore bet on rare earth magnets through NAN MagneTech targets India's PLI scheme to cut China dependence. Capacity of 1,200 tonnes initially, scaling to 10,000 tonnes.
Graduate unemployment stays at 2.7% as AI adoption accelerates. Underemployment data suggests a less reassuring picture for new college hires.
Commerce Minister Piyush Goyal says the nearly-finalized US-India trade deal targets a tariff advantage over China and Vietnam, not just reciprocal access.
Initial claims fell to 233,000, below the 240,000 consensus, snapping a two-week rise. The steady labor market gives the Fed cover to hold rates through summer.
Colombia's presidential win for a pro-business candidate removes a tariff threat for Tecnoglass, which exports most of its glass to the U.S. from Colombian factories.
Jupiter International invested ₹550 crore to add 1.25 GW TOPCon solar cell capacity at Baddi, raising total to 3.25 GW. CEO Dhruv Sharma said company plans a 3 GW TOPCon++ fab in Nagpur by year-end.
Full-time faculty real pay fell 0.4% in the latest academic year, leaving salaries 9.5% below 2019 levels. Adjuncts earn as little as $4,000 per course with scant benefits while presidential pay hits $850,000.
From Jan 2027, banks bear burden of proof in digital fraud disputes. Customers can claim up to ₹25,000 compensation for losses under ₹50,000. Prompt reporting required.
Lego's first dedicated global manufacturing innovation centre opens in Billund, housing 1,800 staff to accelerate production processes and shorten time to market.
European stocks open mixed as strong tech earnings from Micron and Qualcomm face headwinds from rising Fed hike expectations and a stronger dollar. Friday's US jobs report is the next catalyst.
Limitless Labs closed a $20M Series A co-led by Dell Technologies Capital and Square Peg. Its AI platform automates CNC programming inside Siemens NX CAM, Mastercam, and PTC Creo.
A summary of deliberations shows Bank of Canada policy makers were unfazed by Q1's surprise contraction, citing early Q2 rebound signs despite war and trade uncertainty.
100,000 Alaska miles and a 50% flight discount come with many rules. The recurring offer comes as consumer spending stays solid. Expires June 30.
A London court ordered Nirav Modi to pay Bank of India over $10.7 million on a personal guarantee for a 2012 loan to his Dubai firm. The court rejected his argument that notices were not served.
Kess Toys targets $20-$60 price point as big retailers flee cheap plastic and high-end collectibles. The playbook applies to consumer stocks like Apple.
Alan Greenspan's death at 100 reignites debate over his role in creating the housing bubble and financialization. Critics say he was the perfect Fed chair for an institution that enriches the political class.
Onto Innovation's stock hit a record high as the semiconductor equipment cycle peaks. The rally has roughly doubled the shares. The valuation multiple now stretches past historical norms. The next earnings report carries binary risk.
The White House said the deal would open Iran's market to US farm exports, but Tehran called the claim baseless. Crude and grain futures swung.
Trump said Iran agreed to permanent nuclear inspections and to keep the Strait of Hormuz open. The announcement lacked verification details. Oil extended declines from early-April highs. Next test: the IAEA quarterly report.
Greenspan called his three years under Ford more interesting than his Fed tenure. The experience, he said, turned him into a dedicated public servant and shaped his data-driven approach.
Rising AI adoption pushes older white-collar workers toward early retirement, tightening labor supply. Productivity data and wage inflation will determine the macro impact on rates, the dollar, and equity sectors.
The RBI pumped ₹1.41 lakh crore via a 7-day VRR auction after banking liquidity flipped to a ₹19,972 crore deficit on GST outflows. Overnight rates are now above the repo rate, signaling persistent short-term pressure. The next MPC meeting is August 2.
Chevron's $53B Hess acquisition overhang keeps CVX at Alpha Score 43. The FTC decision is the binary catalyst that will determine whether the discount closes or widens.
India's PMI fell to a three-month low of 57.4 in June as demand slowed and business confidence dipped. Easing cost pressures and softer demand could give the RBI room for policy easing.
The 5-year breakeven rate has held near 2.4% since January. The University of Michigan survey put one-year expectations at 3.1%. Both sit above the Fed's 2% target. Actual inflation has cooled. Expectations have not followed. The April CPI report, due May 15, is the next test.
April flash PMI shows services holding at 52.0 while manufacturing slips to 49.8, the widest sector divergence since October. Treasury yields edge lower.