Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Two aircore rigs are drilling at Encounter's Aileron project as the company targets 70,000m of infill and exploration after a 54% resource upgrade.
Bangladesh summoned India's Deputy High Commissioner after PM's adviser Zahed Ur Rahman was stopped at Delhi airport for 2.5 hours over a watchlist flag. He cut short his trip and returned to Dhaka.
The Texas RIA built HolisticOS with Claude AI and Altruist's real-time APIs, moving $450M in assets. The platform will open to other advisors at Future Proof in September.
A new Oxford-Cambridge paper uses probabilistic models to identify technology tipping points in clean energy, offering investors a more rigorous way to assess risk and opportunity in solar, EVs, and offshore wind.
BoJ raises rate to 1% for first time since 1995. Yen reaction subdued as focus turns to July projections and Ueda's return. QT pace adjusted from 2027.
Ausgold rose 0.57% on thick gold hits at Katanning. Legacy Minerals jumped 4.17% on a new discovery at Mt Carrington. WhiteHawk surged 20% after a partnership with Adisyn. ASX200 slipped 0.43%.
BOJ raised rates to 1%, highest since 1995. Yen held above 160. Iran peace deal lifted regional sentiment. Goldman cut oil forecast. China retail sales fell 0.6%.
Roku published a slide deck tied to its M&A call with Fox, touting 90 million active accounts and combined ad inventory. The deck projects cost and revenue synergies, but no dollar figures or deal timeline were disclosed.
Kesko's slide deck for the Saint-Gobain acquisition targets €40-50M cost synergies. €1.2B debt pushes leverage above 3x. Shareholder vote set for September.
Wärtsilä splits storage into a JV with RCT Solutions and drops the segment as a stand-alone unit. The move signals thin margins for pure-play storage and a shift toward integration with power plants.
Columbia Strategic Municipal Income Fund returned 0.10% in Q1, outpacing the benchmark by 28 bps. The manager credited lower-rated overweight and sector picks. Active curve positioning is key for the rest of 2026.
Atlassian's 47% rally from the low is backed by real margin expansion and $3B net cash, not multiple juice. The setup depends on whether growth can justify a 9x forward revenue multiple versus enterprise software peers.
Assam's taxpayer-to-population ratio trails the national average. Ahead of his first budget July 6, Finance Minister Mallabaruah pushes for a wider tax net, better data analysis, and compliance tools to lift revenue without raising rates.
India and Slovakia signed labour, education, and audio-visual MoUs during PM Modi's Bratislava visit. A pending Social Security Agreement will decide how much real talent mobility flows.
India and Slovakia signed a Letter of Intent on defence cooperation and agreed on post-quantum cybersecurity. Which Indian companies have exposure to these sectors and how to trade the readthrough.
Thornburg Income & U.S. Government Bonds Portfolio (THIIX) topped its benchmark in Q1 2026 despite energy shocks and rising yields. The result highlights the role of active bond management in volatile markets.
CJP founder Abhijeet Dipke, assaulted in Jaipur on Monday, leads a Nagpur protest demanding Dharmendra Pradhan's resignation over the NEET paper leak. Police deploy over 600 personnel and traffic diversions for the 4 pm demonstration at Samvidhan Square.
Norway's ETF trades at a 12.5x forward P/E discount to Europe. Energy concentration means risk, but GDP growth and krone strength support the case. Equinor earnings April 24.
China's May retail sales fell 0.6% yoy, first drop since early 2022. Factory output beat expectations, investment weakened. Statistics bureau called supply-demand imbalance 'acute.'
The dry, room-temperature deposition process avoids solvents and furnace steps, CRR says. Quantitative coin-cell test data has not yet been published, leaving the technical case incomplete.
Analyst Gautam Shah sets Nifty target at 25,500, favoring smallcaps and pharma. Adani group also in focus. AlphaScala scores HDFC, Infosys, Wipro at Mixed to Moderate.
The US-Iran peace deal widens a rift between Washington and Jerusalem. Apple bears the cost of the volatility that follows – through oil, hedging, and sentiment.
Factory output beat forecasts at 4.5%; retail sales dropped 0.6% in May, the first decline since 2022. Fixed asset investment plunged more than double expectations. The domestic demand hole weighs on commodity currencies.
Spielberg's Disclosure Day is more interesting than expected, but too long, with mediocre speeches and forgettable characters. A misunderstood, interesting failure.
China retail sales fell 0.6% in May, first drop since Dec 2022. Fixed-asset investment contracted 4.1% vs 2% expected. Industrial output beat at 4.5%.
Vance leads Friday's Iran deal signing in Switzerland. Strait of Hormuz reopens with priority for heavy tankers. Sector read-through on tanker stocks, war risk premiums and Gulf congestion.
APA's $70M deal for Savant Alaska adds 104,000 acres and critical midstream assets on the North Slope. The play hinges on whether appraisal drilling converts the acreage into cash flow.
A recruiter who demands WhatsApp instead of a phone call is optimizing for volume, not fit. Nick breaks down the $25,000 test.
Brigade Enterprises sets Tuesday record date for 1:3 bonus issue. Last day to buy shares is Monday. Stock price adjusts on ex-date. Key risk: sales velocity below ₹1,000 crore/month.
GBP/USD holds near 1.3450. The market waits on May inflation data and the Bank of England's rate decision. Key technical levels in focus at 1.3415 support and 1.3486 resistance.