Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
SIP inflows hit ₹1.26 trillion in April-July 2026, more than any full year before 2022. But 3-year flexicap returns are just 7.8%, as high valuations and FII selling weigh.
Progress comes from criticizing and replacing ideas. The same logic applies to investing: moats, adaptability, and the AI boom demand good explanations, not predictions.
Bernstein says India bank credit growth hit a four-year high of ~20% YoY in the June quarter. Deposit growth lagged, keeping loan-to-deposit ratios near decade highs. The brokerage sees stable margins ahead.
US refineries running near top capacity for months risk breakdowns. A major unit failure could push gasoline above $4 a gallon, analysts warn.
A Seeking Alpha analyst who previously held neutral on Aebi Schmidt now sees enough evidence for an upgrade. The street cleaner maker's valuation and market position support a bullish turn.
A cross-regional pilot is stress-testing post-quantum cryptography for digital asset transfers. Banks, regulators from three jurisdictions, and Safeheron are participating on NEAR's testnet.
Kenmare Resources appoints Mahmood Al Khatri as non-executive director, replacing Issa Al Balushi. The new board member is a senior manager at Oman Investment Authority.
Moby's model shows El Niño could intensify 30–60 days earlier than consensus, threatening crops, Panama Canal traffic and hydropower, with monetary policy implications, says Ferrari.
Delhi has recorded over 1,777 H1N1 cases this year. ICMR said the circulating strain matches Northern Hemisphere vaccines. Two options: intranasal spray or injected shot.
Piyush Goyal told Japanese business leaders to double their India presence this decade, as he leads a 200-member delegation to strengthen trade ties.
Commerce Minister Piyush Goyal says new trade negotiations worth $15 trillion in GDP will push India's FTA coverage to 75% of global trade. Nine deals signed since 2020 already span $60 trillion.
Lawrence Lepard said stablecoin-backed Treasuries cover 3% of the U.S. debt rollover. Even passage of the CLARITY Act won't close the gap anytime soon.
GRVT's first airdrop tranche expires ~Aug 29; Propr TGE set for Aug 24. Grass and Midnight extend to 2027. Claim details for Plume and dappOS remain unpublished.
Pakistan's crypto regulator opened its licensing portal Monday. Existing exchanges have until Sept. 5 to apply for a no-objection certificate or shut down. The framework covers exchanges, custody, lending and mining services.
Barry Ashley's The Grumpy Cook in Hastings raised £30,000 from global donors. He plans to expand to weekends and other East Sussex areas after government fund changes.
Old West sees a structural electricity shortage from AI data center buildout. Power semiconductors, natural gas, coal, and uranium are positioned to benefit as grid bottlenecks force companies to build their own generation.
Sensex climbs 202 points, Nifty up 55 as HDFC Bank and Infosys lead gains. Brent crude holds above $93 as Middle East tensions keep risk appetite in check.
Bitcoin fell to $75,600 before recovering above $77,000 after a 20% weekly rally. The pullback tests whether the breakout can consolidate. Traders watch ETF flows and support near $74,000.
Cleveland Fed: return beliefs, not demographics, drive crypto ownership. Bitcoin info lifted desired allocations 2 points; researchers say information shocks move demand.
Texas heat pushes ERCOT demand above July record, but storage heading for 10-year high and rising production cap futures near $2.80 resistance. Hugh Brinson pipeline adds supply in September.
Tamil Nadu drops the Parandur greenfield airport after farmer protests. Chief Minister Vijay says alternative sites are under review, delaying Chennai's second airport.
Interviews with data labelers in China and Australia reveal low pay, no contracts, and chronic eye strain behind the AI industry's essential workforce.
Nearly 6 billion food cans were imported in 2025, up 8% from 2024, as steel tariffs hit U.S. canners but not foreign-filled goods. Del Monte closed a California cannery; 420,000 peach trees were destroyed.
Chinese grain stocks surged on JPMorgan's food inflation warning, but physical supply data suggests the scarcity story is ahead of reality.
Fasset's $51M Series B values the stablecoin neobank at $1.05B. SBI Group led the round as the firm processes $32B in cross-border volume across 125 countries.
BHP hit a record $67.72 a share as gold topped $4,600 and materials led the ASX 200 up 0.5%. Pilbara Minerals jumped 7.2% on resumed dividends. The focus now shifts to US CPI and the Fed's Jackson Hole meeting.
Nomura's India investment banking head sees deal flow staying robust through year-end, with global buyout funds sitting on dry powder and family businesses tapping private capital before IPOs.
ED arrests two in ₹30,000 crore cyber fraud probe; ₹3.25 crore seized, 300 victims. Suspects to face court Monday.
ECW's $22M programme targets 200,000 children in West Darfur, South Kordofan and Gedaref as Sudan's war has left 8 million children out of school. Nearly half the budget goes to local groups.
Softcare (2698.HK) reported 46% profit growth with a 66% payout ratio. African core grew 24-29%, Latin America surged 123%. Multi-brand strategy and channel pilot underway.