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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Shehzad Poonawalla renews resignation push, cites finances
Stocks13d ago

Shehzad Poonawalla renews resignation push, cites finances

Poonawalla resigned July 30; the party refused. He reposted the letter Aug. 17, citing finances and personal strain, and will keep backing Modi and the BJP.

JHX Sales Multiple Tops 5-Year Average; REH Yield at 1.49%
Commodities13d ago

JHX Sales Multiple Tops 5-Year Average; REH Yield at 1.49%

James Hardie's 4.22x sales multiple beats its 4.14x five-year norm; Reece's 1.49% yield tops a 1.06% average. Rask Media: rough starting points, not signals.

Riksbank Decision in Focus as Origo Expectations Tick Up
Forex13d ago

Riksbank Decision in Focus as Origo Expectations Tick Up

One-year Origo expectations have edged higher but remain low ahead of Thursday's Riksbank decision. EUR/SEK above 11.00 as US retail sales miss shapes rate path.

Binance Reclaims Bitcoin Futures Crown as CME Basis Trade Collapses
Crypto13d ago

Binance Reclaims Bitcoin Futures Crown as CME Basis Trade Collapses

Binance reclaims Bitcoin futures crown from CME as the basis trade unwind shifts $4.5 billion in notional value. A structural shift or a cyclical pause?

MiCA's Fungibility Gap: One Stablecoin or Two?
Crypto13d ago

MiCA's Fungibility Gap: One Stablecoin or Two?

The European Commission will decide whether two entities can issue the same stablecoin under MiCA. The ruling could fragment liquidity or weaken consumer protections across the EU.

Why Fungibility Is Europe's Make-or-Break Stablecoin Question
Crypto13d ago

Why Fungibility Is Europe's Make-or-Break Stablecoin Question

Europe's MiCA review pits the ECB against Parliament over whether global stablecoins like USDC can remain fungible across borders. The answer determines the future of dollar coins in the EU.

Dhoot Transmission, Molbio Diagnostics list with 21-38% gains on NSE
Stocks13d ago

Dhoot Transmission, Molbio Diagnostics list with 21-38% gains on NSE

Dhoot Transmission listed at a 38% premium on the NSE, Molbio Diagnostics at 21.4%. Analysts flagged execution risks but maintained positive long-term views.

Malta Regulator Flags Unlicensed Crypto Marketing Firm
Crypto13d ago

Malta Regulator Flags Unlicensed Crypto Marketing Firm

Malta's financial regulator warned against Distributex, an unregistered crypto marketing firm with physical offices and recruitment events, flagging features of pyramid schemes.

How to Replace a Damaged Credit Card Fast
Stocks13d ago

How to Replace a Damaged Credit Card Fast

A damaged credit card disrupts payments and risks security. Block it immediately via app or helpline, request a replacement, and use digital options until it arrives.

Crypto card spending doubles to $759M as sector clears 250 projects
Crypto13d ago

Crypto card spending doubles to $759M as sector clears 250 projects

Monthly spending on crypto-linked debit cards hit $759M in July, more than double a year earlier. Stablecoins drive 84% of volume as the sector now counts 250+ projects.

Auking drills carbonatite to 510m at Tundulu, plans deeper holes
Commodities13d ago

Auking drills carbonatite to 510m at Tundulu, plans deeper holes

AuKing pushed a planned 300m diamond hole to 510m after carbonatite kept running at Tundulu. More deep holes are planned before a maiden resource estimate later this year.

RBI's New Draft Bars Loan-Rate Hikes on Benchmark Swaps
Macro13d ago

RBI's New Draft Bars Loan-Rate Hikes on Benchmark Swaps

RBI draft directions require consent for benchmark swaps, cap resets at 3 months and freeze most spread components for 3 years. Consultation runs before 2027.

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