Market Analysis
Opinionated, data-backed coverage across all asset classes
Stocks2h ago
Motor Insurance Shifts as Third-Party Premiums Outpace OD
Third-party motor insurance premiums rose 9.3% in FY26, outpacing own-damage growth. This shift toward mandatory coverage highlights a new margin pressure point.
Forex2h ago
Why OPEC Output Hikes Fail to Break the Strait of Hormuz Rally
OPEC+ output hikes are failing to cool oil prices while the Strait of Hormuz remains blocked. With a 13M barrel daily shortfall, the rally remains intact.
Macro2h ago
Indian Public Banks Pivot to Wealth Management Assets
Public sector banks are targeting Rs 15 lakh crore in wealth assets by 2030 to combat deposit outflows. This shift marks a move toward fee-based income models.
