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Market Analysis

Opinionated, data-backed coverage across all asset classes

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India Auto Sales Hit Record July: SIAM Data Shows 34% PV Jump
Stocks18d ago

India Auto Sales Hit Record July: SIAM Data Shows 34% PV Jump

SIAM data shows PV sales rose 34% to 457,810 units in July, two-wheelers climbed 23% to 1.92 million units. Momentum rolls into the festive season with strong consumer sentiment expected.

Piccadily Agro Q1 FY27 revenue up 18%, branded spirits drive growth
Stocks18d ago

Piccadily Agro Q1 FY27 revenue up 18%, branded spirits drive growth

Piccadily Agro Q1 revenue rose 18% to ₹270 crore as branded spirits grew 47%. CFO Natwar Aggarwal details margin mix and capacity expansion. Full-year guidance 60-70%.

UPI ecosystem funding hits $5.8 billion since 2021, top five take 66%
Stocks18d ago

UPI ecosystem funding hits $5.8 billion since 2021, top five take 66%

CRED, PhonePe, Pine Labs, Razorpay and BharatPe took about 66% of disclosed funding since 2021. Exits and consolidation are accelerating.

BitGo Revenue Up 80%, But Margins Halve Amid Net Loss
Crypto18d ago

BitGo Revenue Up 80%, But Margins Halve Amid Net Loss

BitGo revenue surged 80% to $4.33B in Q2 2026, but trading margin halved to 17 bps, producing a $19M net loss. A large custodian's crypto move adds pressure.

Crypto DEX volumes hit 2024 lows as traders retreat from risk
Crypto18d ago

Crypto DEX volumes hit 2024 lows as traders retreat from risk

Spot DEX volume fell to $30.44B, its lowest since Sept 2024. Perp notional hit a 2025 low and the Fear and Greed gauge has held in fear for 30 days.

Trezor Warns 11,742 Customers After ShipMonk Breach Exposes Addresses
Crypto18d ago

Trezor Warns 11,742 Customers After ShipMonk Breach Exposes Addresses

Trezor warns 13,689 customers after a breach at shipping provider ShipMonk exposed names, email addresses, phone numbers, and shipping addresses. Phishing risk is the main concern.

UK retail faces new discount rules, subscription crackdown under Burnham
Stocks18d ago

UK retail faces new discount rules, subscription crackdown under Burnham

Andy Burnham's first month in No 10 has brought a fake-discount crackdown, earlier subscription rules, a pub rates cut, and a VAT push on marketplaces. The piece tracks each policy, the timeline, and who gets hit hardest.

Monaco Proposes Unified Crypto License Under Bill 1131
Crypto18d ago

Monaco Proposes Unified Crypto License Under Bill 1131

Monaco's Bill 1131 creates a single CCAF license for crypto firms, aligning with MiCA rules. The FATF grey-list status adds urgency to the reform. Council debate pending.

Copilots Aren't Enough: The $4.4 Trillion AI Execution Gap
Stocks18d ago

Copilots Aren't Enough: The $4.4 Trillion AI Execution Gap

Forbes argues that copilot AI tools have hit a ceiling. The real value lies in vertical AI execution that automates low-judgment tasks, with McKinsey pegging the opportunity at $4.4 trillion annually.

Deribit's New VARA Licence Routes Spot Orders to Coinbase
Crypto18d ago

Deribit's New VARA Licence Routes Spot Orders to Coinbase

Deribit's new VARA broker dealer licence routes spot orders to Coinbase Exchange, giving clients deeper liquidity and hundreds of additional assets.

Chinese Hacker Group Jewelbug Runs Spy Ops and Crypto Scams
Crypto18d ago

Chinese Hacker Group Jewelbug Runs Spy Ops and Crypto Scams

Symantec says Chinese hacker group Jewelbug runs state espionage and AI-generated fake crypto exchanges from the same infrastructure, targeting over a million victims across multiple continents.

Calumpit Declares Calamity as 29 Villages Submerge
Stocks18d ago

Calumpit Declares Calamity as 29 Villages Submerge

Calumpit, Bulacan declared a state of calamity after monsoon floods submerged 29 villages on Aug. 13. Land subsidence and failed flood control projects worsened the damage.

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