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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Ross Stores Posts 13% Sales Jump on Off-Price Demand
Stocks8d ago

Ross Stores Posts 13% Sales Jump on Off-Price Demand

Ross Stores comparable sales rose 10%, lifted by inflation-driven traffic. Conroy says the price gap vs. mainstream retail holds even as rivals cut prices.

Japan Core-Core CPI Hits 1.9%, Broadening Pressure Bolsters BoJ Case
Forex8d ago

Japan Core-Core CPI Hits 1.9%, Broadening Pressure Bolsters BoJ Case

Core-core inflation hit 1.9% in July as services and goods prices firmed. The BoJ meets September 17-18 with a rate hike from 1.0% to 1.25% on the table.

CrowdStrike, Palo Alto Networks Hit Records After AI Security Warnings
Indices8d ago

CrowdStrike, Palo Alto Networks Hit Records After AI Security Warnings

CrowdStrike and Palo Alto Networks hit record highs after an AI security conference. Traders rotated into pure-play vendors. Earnings are next.

Augmont Enterprises IPO opens at ₹750-788; Anand Rathi says subscribe
Stocks8d ago

Augmont Enterprises IPO opens at ₹750-788; Anand Rathi says subscribe

The ₹825 crore IPO includes a ₹620 crore fresh issue. Anchor investors include Nomura, HDFC MF, Nippon India MF. Valuation at 20.6x P/E, Anand Rathi assigned a subscribe rating.

Vietnam's TPBank Taps TerraPay for Real-Time Remittances
Stocks8d ago

Vietnam's TPBank Taps TerraPay for Real-Time Remittances

TPBank links to TerraPay's real-time cross-border network. Vietnam's non-cash transactions hit 17.7B in 2024; the launch corridors come next.

BitGo Korea gets VASP approval as offshore crypto rules tighten
Crypto8d ago

BitGo Korea gets VASP approval as offshore crypto rules tighten

BitGo Korea becomes first foreign crypto subsidiary to directly register in South Korea, as new rules tighten offshore transfers and an exchange dispute highlights friction.

Unitree founder says humans are still more efficient than robots
Stocks8d ago

Unitree founder says humans are still more efficient than robots

Unitree's founder said humans still outperform robots on most tasks. The comment came a day after his IPO surged 460%. A rival startup has shipped 100,000 units.

DeFi Roars Back Above $84B, DEX Volume Surpasses $10B
Crypto8d ago

DeFi Roars Back Above $84B, DEX Volume Surpasses $10B

DeFi TVL rebounded above $84B as DEX daily volume hit $10.2B, led by Uniswap and Raydium. Ethereum hosted $50B; L2s added $9.5B. The next catalyst: August on-chain liquidity report.

Westpac: AI and Fiscal Deficits to Keep Bond Yields Elevated
Forex8d ago

Westpac: AI and Fiscal Deficits to Keep Bond Yields Elevated

Westpac Economics says the global rates structure will average higher, driven by AI data centre debt and persistent US deficits. Expect more government action to contain costs.

ARN Media (ARNMF) Stabilizes Core, Targets $55M Savings
Earnings8d ago

ARN Media (ARNMF) Stabilizes Core, Targets $55M Savings

ARN Media reported H1 results with core stabilization and $55M cost savings on track. Metro radio revenue share lags audience share due to brand safety issues.

Australian Jobs Miss Deepens Rate-Cut Case, Westpac Says
Stocks8d ago

Australian Jobs Miss Deepens Rate-Cut Case, Westpac Says

July jobs loss of 15,800, unemployment at 4.5%, and private wages at 2021 lows support the RBA cutting in August 2026, Westpac says. Weakness expected through 2028.

Sugar prices rise as India's ethanol push strains cane supplies
Commodities8d ago

Sugar prices rise as India's ethanol push strains cane supplies

India's sugar prices are rising as the ethanol blending push strains cane supplies. The government capped stockpiles and is considering imports for the first time in a decade. Mint's Editorial Board says the programme needs a review.

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