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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Infosys Leads IT Slide as Sensex, Nifty Drop on $91 Crude
Commodities12d ago

Infosys Leads IT Slide as Sensex, Nifty Drop on $91 Crude

Brent crude at $91 and the 10-year U.S. yield at 4.73% pushed FIIs to sell Rs 2,535 crore in equities. IT stocks led the decline, while Reliance and Sun Pharma bucked the trend.

EU Sanctions Hit Crypto Platforms in Georgia, UAE, Panama
Crypto12d ago

EU Sanctions Hit Crypto Platforms in Georgia, UAE, Panama

The EU's 21st Russia package's Article 5bc bans crypto deals with non-compliant countries; Russians and Belarusians lose EU crypto firm ownership Aug. 25.

Six REITs pay ₹3,136 crore to 4.85 lakh unitholders in Q1 FY27
Stocks12d ago

Six REITs pay ₹3,136 crore to 4.85 lakh unitholders in Q1 FY27

Q1 payouts more than doubled from a year earlier, topping the March quarter's ₹2,566 crore, with cumulative REIT distributions now past ₹34,800 crore.

UK Hospitals Unprepared for Heat as Staff Warn of Risks
Stocks12d ago

UK Hospitals Unprepared for Heat as Staff Warn of Risks

90% of England's hospital buildings are vulnerable to overheating. Staff describe conditions as 'horrific' as patients sweat through IVs and medication degrades.

Alleged $165M Crypto Ponzi Operator Charged After Deportation
Crypto12d ago

Alleged $165M Crypto Ponzi Operator Charged After Deportation

Edward Zimbardi, accused of running a $165M crypto Ponzi scheme, was deported from Fiji. He faces 12 counts of wire fraud, 12 of money laundering, and conspiracy. The indictment alleges he spent $10M on personal luxuries.

dsm-firmenich Chair Leysen to Retire; Ridinger Proposed as Successor
Commodities12d ago

dsm-firmenich Chair Leysen to Retire; Ridinger Proposed as Successor

Thomas Leysen is retiring as chair of dsm-firmenich. The board proposes former Lonza CEO Richard Ridinger as his successor. Shareholders vote Oct. 19.

McDonald's India Shravan Menu: Low-Cost Test, Viral Debate
Stocks12d ago

McDonald's India Shravan Menu: Low-Cost Test, Viral Debate

McDonald's India's Shravan menu — unsalted fries, no-onion-no-garlic burgers — sparked viral debate. The low-cost seasonal test, repeated from 2024, shows how the chain adapts to cultural dietary restrictions. Next test: Navratri.

Trump orders drill cut as Lee warns of 'worst-case scenario'
Stocks12d ago

Trump orders drill cut as Lee warns of 'worst-case scenario'

Lee says Seoul must brace for the worst after Trump orders reductions to Ulchi Freedom Shield drills, which Pyongyang calls a rehearsal for war.

OpenAI’s $105B Nvidia-backed Ohio data centre nears 8 GW
Stocks12d ago

OpenAI’s $105B Nvidia-backed Ohio data centre nears 8 GW

OpenAI's 20-year Ohio lease, backed by Nvidia's $105B guarantee, could hit 8 GW — bigger than San Francisco's 2024 power use. Altman says the site will serve "millions of people."

Westgold's Fletcher deposit adds 1.1Moz ore reserve at Beta Hunt
Commodities12d ago

Westgold's Fletcher deposit adds 1.1Moz ore reserve at Beta Hunt

Westgold's Fletcher deposit maiden ore reserve of 1.1Moz lifts Beta Hunt total to 1.6Moz. CEO flags 4.0 Mtpa processing study as next catalyst.

Rupee hits 95.68 as oil above $91 strains RBI defense
Commodities12d ago

Rupee hits 95.68 as oil above $91 strains RBI defense

Brent above $91 and RBI's early closure of a forex-swap facility pushed the rupee to 95.68. One trader sees the central bank allowing further depreciation.

EU Can Now Block Entire Countries From Crypto Ties to Russia
Crypto12d ago

EU Can Now Block Entire Countries From Crypto Ties to Russia

The EU's 21st Russia sanctions package lets it block entire countries from crypto transactions if they systematically aid sanctions evasion. The mechanism is live; the target list is empty.

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