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Market Analysis

Opinionated, data-backed coverage across all asset classes

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India's milk drink boom lifts Varun, Parag with 40% growth
Stocks7d ago

India's milk drink boom lifts Varun, Parag with 40% growth

Varun Beverages and Parag Milk Foods are riding India's packaged milk-drink boom, posting 41% and 44% revenue growth against a 18% category expansion.

MCX among 6 stocks held by top small-cap funds in July
Stocks7d ago

MCX among 6 stocks held by top small-cap funds in July

MCX is among six stocks held by the three top-performing small-cap funds over the past year. The combined position across TRUSTMF, Bank of India, and Motilal Oswal funds totals Rs 221.7 crore.

Six money managers warn of hidden market risks, pitch fix
Stocks7d ago

Six money managers warn of hidden market risks, pitch fix

Six asset managers tell CNBC the same thing: spread out beyond the Magnificent Seven. China, U.K. stocks, REITs, equal-weight S&P and gold all get mentions as concentration risk warnings pile up.

Vico Sotto tops 2028 senatorial survey; Duterte allies strong
Stocks7d ago

Vico Sotto tops 2028 senatorial survey; Duterte allies strong

Pasig Mayor Vico Sotto leads the Tangere senatorial survey with 42.1%, up 6.1 points, as Duterte family members and allies hold the top tier for 2028.

₹30 lakh salary, no ITR, ₹3.74 lakh penalty: Why ITAT quashed it
Stocks7d ago

₹30 lakh salary, no ITR, ₹3.74 lakh penalty: Why ITAT quashed it

The ITAT Delhi quashed a ₹3.74 lakh penalty against a salaried employee who missed the ITR deadline after switching jobs. The tribunal ruled that under-reporting requires a smaller disclosed income than actual, not just late filing.

Harari warns against giving AI rights as systems show deceptive behavior
Stocks7d ago

Harari warns against giving AI rights as systems show deceptive behavior

Historian Yuval Noah Harari says now is the time to resist AI rights, as AI agents have shown deceptive behavior in safety tests. Microsoft AI CEO echoes the warning.

Eikon Therapeutics Targets PARP1 Selectivity in Cancer Call
Stocks7d ago

Eikon Therapeutics Targets PARP1 Selectivity in Cancer Call

Eikon CEO Roger Perlmutter and MD Anderson's Timothy Yap discussed the company's PARP1 selective inhibitors and Werner helicase pipeline, focusing on the potential for improved safety.

Six-year-old dies after teacher slap in Visakhapatnam, minister vows action
Stocks7d ago

Six-year-old dies after teacher slap in Visakhapatnam, minister vows action

CCTV shows teacher slapping six-year-old who collapses and dies. Police say the child had a 'highly sensitive mentality.' A three-member committee is formed. Family denies settlement rumors.

Tamil Nadu commits ₹213 crore to restore ancient temples, upgrade pilgrim hubs
Stocks7d ago

Tamil Nadu commits ₹213 crore to restore ancient temples, upgrade pilgrim hubs

Tamil Nadu commits ₹213 crore to restore 64 temples over 1,000 years old and 150 damaged shrines. Pilgrim hubs get lockers, baby rooms, seating, sanitation upgrades.

Kerala sets up global job watch tower for higher education
Stocks7d ago

Kerala sets up global job watch tower for higher education

Kerala CM Satheesan announced a Global Job Watch Tower, foreign university plans, and focus on AI/quantum. The policy could boost private education providers and edtech. A scheme targets 25,000 women.

Separate term insurance for couples: when it makes sense
Stocks7d ago

Separate term insurance for couples: when it makes sense

Separate term insurance for couples depends on each partner's income, liabilities and non-financial contributions, two insurance executives said.

South Korea Bill Would Give FIU Direct Crypto Investigation Powers
Crypto7d ago

South Korea Bill Would Give FIU Direct Crypto Investigation Powers

After 23 of 25 crypto investigations stalled, South Korean lawmakers propose letting the FIU directly pursue unregistered operators without police approval.

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