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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Unvault: $750B in Gold Jewelry Sits in US Households
Commodities13d ago

Unvault: $750B in Gold Jewelry Sits in US Households

Unvault estimates $750B in gold metal value sits in U.S. household jewelry, with owners undervaluing pieces by a factor of three, according to a new report.

LEO climbs 8% into $9.55 test; sellers still dominate spot flow
Crypto13d ago

LEO climbs 8% into $9.55 test; sellers still dominate spot flow

On-chain data shows LEO up 8% after a bounce off $7.50-$8.50 support, with spot CVD still pointing to sellers ahead of the $9.55 resistance level.

Euro Manganese targets US supply chain with 6K Energy deal
Stocks13d ago

Euro Manganese targets US supply chain with 6K Energy deal

Euro Manganese signed a non-binding offtake term sheet with 6K Energy for high-purity manganese from its Czech project, targeting North American battery supply chains. Demo plant volumes expected in 2028.

Iran's 134% food inflation: Dairy, meat vanish from household budgets
Commodities13d ago

Iran's 134% food inflation: Dairy, meat vanish from household budgets

Iran's 134% food inflation in July pushed dairy consumption to 40kg per capita from 130kg in 2010. Beef and lamb prices rose 149%. Coffee costs doubled. A post-war economic reckoning awaits.

Singapore NODX growth holds above 20% for fourth straight month in July
Forex13d ago

Singapore NODX growth holds above 20% for fourth straight month in July

Singapore NODX rose 24.2% in July, extending above-20% growth to four months. AI-linked electronics demand drove the gain, officials said, after the government sharply raised its 2026 trade forecast last week.

India at 80: Demographic, Job Gaps Test Growth
Stocks13d ago

India at 80: Demographic, Job Gaps Test Growth

Shashi Shekhar warns that India's demographic dividend is fading, with 45% of graduates unable to find jobs and environmental degradation threatening growth.

Yotta targets $1.5B raise for India IPO, GPU expansion
Stocks13d ago

Yotta targets $1.5B raise for India IPO, GPU expansion

Yotta Data Services plans $1.5B fundraise by March 2027, including an IPO of up to $400M. The company is expanding its Nvidia GPU fleet from 37,000 to 85,000 chips.

MTNL's Mauritius exit blocked by foreign ministry on strategic grounds
Stocks13d ago

MTNL's Mauritius exit blocked by foreign ministry on strategic grounds

India's external affairs ministry blocked MTNL's Mauritius exit on strategic grounds, officials said, keeping a small, debt-free telecom unit that generates ₹79 crore in annual revenue under state control.

India Pipe Makers Depend on Imported Steel as Local High-Grade Supply Lags
Commodities13d ago

India Pipe Makers Depend on Imported Steel as Local High-Grade Supply Lags

Jindal SAW sources 35-40% of specialised steel from South Korea and China as domestic mills fail to produce higher API grades. The gap persists even as India became a net steel importer in Q1.

SEC Delays Crypto Rules as Clarity Act Talks Intensify
Crypto13d ago

SEC Delays Crypto Rules as Clarity Act Talks Intensify

SEC canceled a meeting on token offering rules, delaying crypto regulation until after the Senate's Clarity Act vote. Implementation could slip past the next election, sources say.

Private Banks Stretch Lead Over PSUs on Profit, Deposits in Q1
Earnings13d ago

Private Banks Stretch Lead Over PSUs on Profit, Deposits in Q1

Private banks' aggregate profit hit ₹55,019 crore, 15.6% higher than a year ago, as credit growth remained strong and margins held up better than expected. PSU lenders cut NPAs faster but still trail on absolute quality.

64 Countries Have Already Passed Peak Population. More Are Next
Stocks13d ago

64 Countries Have Already Passed Peak Population. More Are Next

64 countries passed peak population by 2026. Falling birth rates, not temporary shocks, drive the shift. By 2100, South Korea and China may halve. Migration is the wildcard for the US.

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