Market Analysis
Opinionated, data-backed coverage across all asset classes
Warsh's Jackson Hole Speech, Nvidia Surge, Gold Rally Drive Macro
Warsh's Jackson Hole speech, Nvidia's 9% surge, and gold's best month since 1999 define the macro picture as oil eases and BTC rises. Fed division and Treasury buybacks add to the backdrop.
IT Stocks Lift Sensex 165 Points Before Warsh Speech
Indian IT stocks rallied nearly 3% after Nvidia's results, lifting the Sensex 165 points. Infosys (Alpha Score 57) gained 2.6% as markets awaited Fed's Warsh speech.
Russia blacklists 2,600 crypto wallets as pyramid schemes shift to USDT loans
The Bank of Russia added 2,600 wallets to a shared database after 1 billion rubles flowed into addresses linked to pyramid schemes and illegal lending. Crypto loans in USDT and fake concert ticket scams are the latest vectors.
Onion buffer stock quality good, says Consumer Affairs Secretary
Consumer Affairs Secretary Nidhi Khare refuted reports of 30% onion buffer stock rotting, said quality is good. Recovery rate improved to 72% as CWC storage and Kanda Express transport deployed.
LeapFrog targets $100M India healthcare bet over two years
LeapFrog plans to invest $80M-$100M in India's healthcare over two years, targeting hospitals, specialty-care, and diagnostics as insurance penetration rises.
India reservoir storage 64%, 18 points below year-ago level
Overall storage in 166 major reservoirs stood at 64.16% of capacity, 18 percentage points lower than a year ago. The southern region is the only one below 60%.
Nepal declines foreign rescue aid after floods kill close to 500
Nepal's foreign ministry said its agencies are handling rescue after floods damaged hydropower projects near the Chinese border. Seoul will keep negotiating.
Nepal Flash Flood Death Toll Reaches 469 After China Quake
Nepal reports 469 dead from flash floods after a 5.1-magnitude earthquake in China; evacuation warnings issued near Trishuli River as a dam burst threatens further flooding.
SEC proposes $75M token sale exemption as ICO demand fades
The SEC's Reg Crypto Assets would allow up to $75M in annual token sales with disclosure rules, but venture investors say ICO-era demand has shifted to Bitcoin, perpetuals and AI.
Kanda Express brings 453 tonnes of onion to Delhi, aims to cool prices
The first Kanda Express rail rake delivered 453 tonnes of onion to Delhi as the government aims to cool retail prices that rose 88% to Rs 62 per kg. Buffer stock release expected to lower prices within a week.
ServiceNow Stock vs NOWx Token: What Ownership Actually Means
A token backed 1:1 by ServiceNow shares tracks the price without giving holders any ownership. NOWx offers fractional, on-chain, extended-hours access to NOW exposure, but no voting rights or dividends.
Ola S1Z brings in-house LFP cells to mass scooter market
Ola's S1Z scooter, priced from ₹79,999, uses Bharat Cell LFP technology developed at its own Gigafactory, undercutting rivals on the most expensive EV component.