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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Natural Gas Holds Firm as ERCOT Demand Hits Record
Forex4d ago

Natural Gas Holds Firm as ERCOT Demand Hits Record

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 Parandur airport, seeks new site
Stocks4d ago

Tamil Nadu drops Parandur airport, seeks new site

Tamil Nadu drops the Parandur greenfield airport after farmer protests. Chief Minister Vijay says alternative sites are under review, delaying Chennai's second airport.

Data labelling: The hidden human cost behind AI's job creation
Stocks4d ago

Data labelling: The hidden human cost behind AI's job creation

Interviews with data labelers in China and Australia reveal low pay, no contracts, and chronic eye strain behind the AI industry's essential workforce.

Canned Food Imports Surge as Tariffs Hit U.S. Cans, Not Filled Goods
Commodities4d ago

Canned Food Imports Surge as Tariffs Hit U.S. Cans, Not Filled Goods

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.

Food stocks rally on scarcity fears that physical supply data doesn't yet back
Stocks4d ago

Food stocks rally on scarcity fears that physical supply data doesn't yet back

Chinese grain stocks surged on JPMorgan's food inflation warning, but physical supply data suggests the scarcity story is ahead of reality.

Fasset Hits $1B Valuation on $51M Series B Led by SBI Group
Crypto4d ago

Fasset Hits $1B Valuation on $51M Series B Led by SBI Group

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 hits record high, gold tops $4,600 as ASX miners rally
Commodities4d ago

BHP hits record high, gold tops $4,600 as ASX miners rally

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 sees India deal boom as global funds circle
Stocks4d ago

Nomura sees India deal boom as global funds circle

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
Stocks4d ago

ED arrests two in ₹30,000 crore cyber fraud probe

ED arrests two in ₹30,000 crore cyber fraud probe; ₹3.25 crore seized, 300 victims. Suspects to face court Monday.

Sudan education lifeline: $22M for 200,000 children out of school
Stocks4d ago

Sudan education lifeline: $22M for 200,000 children out of school

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 Interim Profit Up 46%, Payout Ratio Rises to 66%
Stocks4d ago

Softcare Interim Profit Up 46%, Payout Ratio Rises to 66%

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.

Questerre wins Nova Scotia oil, gas exploration rights in first-ever bid round
Commodities4d ago

Questerre wins Nova Scotia oil, gas exploration rights in first-ever bid round

Questerre Energy wins Nova Scotia's first oil-and-gas exploration bid round, securing exclusive rights on Cumberland Basin acreage in a deal the CEO compares to the company's Quebec Utica entry.

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