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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Chainalysis Sues US Over TRM Labs Contract, Alleges Favoritism
Crypto13d ago

Chainalysis Sues US Over TRM Labs Contract, Alleges Favoritism

Chainalysis alleges DHS and ICE bypassed competitive bidding rules to award a blockchain analytics contract to TRM Labs. The disputed deal covers forensic tools used to trace crypto transactions tied to criminal investigations.

China's Shifted Data Drop Puts PBOC Easing and Yuan in Focus
Forex13d ago

China's Shifted Data Drop Puts PBOC Easing and Yuan in Focus

July activity data due at 3pm Beijing Monday; weak credit numbers raise odds of PBOC easing; yuan strength, commodity risk in play.

Austria Fines Bitpanda 70,000 Euros in First MiCA Crypto Penalty
Crypto13d ago

Austria Fines Bitpanda 70,000 Euros in First MiCA Crypto Penalty

Austria's FMA fined Bitpanda €70,000 for MiCA whitepaper breaches, the first binding penalty under the EU regime. The enforcement phase has begun.

Sinclair Gold Locks In $3.4M Sala Deal, Mt Henry Stays Front
Stocks13d ago

Sinclair Gold Locks In $3.4M Sala Deal, Mt Henry Stays Front

Replacing a non-binding arrangement, the new deal reserves up to $3.4M in cash, shares, and exploration spending for Sinclair at Sala – freeing the company to pour proceeds into its 915,000-ounce Mt Henry gold project in WA.

RBI Tells Rating Agencies to Drop It as Deposit Regulator
Macro13d ago

RBI Tells Rating Agencies to Drop It as Deposit Regulator

RBI told rating agencies to stop naming it as bank deposit regulator, creating a conflict with SEBI disclosure rules. Deposit ratings could be at risk for institutional investors.

ARR Signs MoU with Novex for US Rare Earth Magnet Metals
Stocks13d ago

ARR Signs MoU with Novex for US Rare Earth Magnet Metals

American Rare Earths signs MoU with Novex to convert Halleck Creek oxides into magnet metals, advancing US domestic supply chain with a 12-month timeline for commercial terms.

8th Pay Commission faces pension revision demand from retirees
Stocks13d ago

8th Pay Commission faces pension revision demand from retirees

Pensioner bodies BPS and AIDEF push the 8th Pay Commission to include pension revision in its Terms of Reference, seeking parity and removal of 'unfunded cost' language.

Why L&T's Rs 15,000-crore Nvidia bet bypassed E2E Networks
Stocks13d ago

Why L&T's Rs 15,000-crore Nvidia bet bypassed E2E Networks

E2E's fleet ran at 35-40% capacity against an 80% target. L&T moved AI compute in-house via Vyoma, and the former partner is now a tenant.

How Cash Flow on Demand Generates Income from Stocks
Stocks13d ago

How Cash Flow on Demand Generates Income from Stocks

A podcast on Money & Investing explains Cash Flow on Demand, an options-selling strategy that delivers weekly or monthly income from share portfolios. Learn how premiums work and why risk management is central.

Lalithaa Jewellery IPO opens at ₹190-201; ₹1,700 cr issue
Stocks13d ago

Lalithaa Jewellery IPO opens at ₹190-201; ₹1,700 cr issue

Lalithaa Jewellery Mart's ₹1,700-crore IPO opens at ₹190-201. Anchor investors include Goldman Sachs and Morgan Stanley. Proceeds fund 10 new stores.

Shandong's Hanfu Industry Hits 10B Yuan Amid Cultural Revival
Stocks13d ago

Shandong's Hanfu Industry Hits 10B Yuan Amid Cultural Revival

Caoxian county's hanfu industry has topped 10 billion yuan in sales, part of Shandong's broader push to commercialize intangible heritage through digital tech and tourism.

Modi's seven-stream plan: where India's public funds will flow
Stocks13d ago

Modi's seven-stream plan: where India's public funds will flow

Modi's seven policy priorities — from manufacturing to defence — now sit atop the government's spending hierarchy, signalling where the next two decades of capital will go.

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