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Market Analysis

Opinionated, data-backed coverage across all asset classes

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VTDS, Czech firm team up in small-calibre ammo push
Stocks23d ago

VTDS, Czech firm team up in small-calibre ammo push

VTDS' strategic tech transfer pact with Czech firm DEUS Automation targets small-calibre ammunition production in India, tapping foreign expertise to build world-class manufacturing capabilities.

SEBI’s AI system flags 20,000 fraudulent social media posts
Stocks23d ago

SEBI’s AI system flags 20,000 fraudulent social media posts

SEBI's AI platform SUDARSAN has flagged 20,000 fraudulent posts since November 2025. A separate survey found 62% of Indian investors rely on finfluencer recommendations, driving the regulator's push into automated surveillance.

AdvanSix's Nylon Glut Deepens as Margins Stay Squeezed
Stocks23d ago

AdvanSix's Nylon Glut Deepens as Margins Stay Squeezed

AdvanSix shares have fallen since a May downgrade as nylon supply gluts and weak pricing offset cost cuts. With benzene costs high and demand soft, the near-term outlook remains challenged.

US Sells $638B in T-Bills as Yen Intervention Cools Yields
Stocks23d ago

US Sells $638B in T-Bills as Yen Intervention Cools Yields

Treasury sold $638B in bills across seven auctions. Yen intervention by US and Japan drove 10-year yield down 10bp to 4.65%. T-bill stock hits $7 trillion.

JBL Bar 1300 MK2 Challenges Apple's Home Theater Ambitions
Stocks23d ago

JBL Bar 1300 MK2 Challenges Apple's Home Theater Ambitions

JBL's $1,700 modular soundbar offers 11.1.4 channels and detachable speakers, undercutting Apple's HomePod system. The product could pressure Apple to update its home audio lineup.

China July PPI Slows to 3.5% as Oil Shock Fades
Commodities23d ago

China July PPI Slows to 3.5% as Oil Shock Fades

China's PPI slowed to 3.5% in July as oil costs eased from war highs. Consumer inflation also cooled, reopening deflation concerns. Iran-Oman talks progress.

Water Interruptions to Hit Parts of Metro Manila, Rizal, Cavite
Stocks23d ago

Water Interruptions to Hit Parts of Metro Manila, Rizal, Cavite

Manila Water and Maynilad open overnight service cuts in Pasig, Cainta, Antipolo, Taytay, Valenzuela, Malabon, Navotas, Quezon City and Imus from Aug. 10.

Senate Cloture Vote Set for Sept. 15 on Crypto Market Bill
Crypto23d ago

Senate Cloture Vote Set for Sept. 15 on Crypto Market Bill

The Senate set a September 15 cloture vote on H.R. 3633, the Digital Asset Market Clarity Act. The 60-vote procedural threshold will determine whether the crypto market structure bill advances to floor debate.

Lighthouse Canton Takes on the NRI Wealth Fragmentation Problem
Stocks23d ago

Lighthouse Canton Takes on the NRI Wealth Fragmentation Problem

Lighthouse Canton launched Global Indian, a platform targeting fragmented NRI wealth management. It combines cross-border reporting, tax management and a new GIFT City fund.

MahaRERA Rules: Accepting Flat Without Protest Forfeits Delay Claim
Stocks23d ago

MahaRERA Rules: Accepting Flat Without Protest Forfeits Delay Claim

A Mumbai family lost a ₹50.6 lakh compensation claim for a 2-year possession delay after MahaRERA ruled they accepted the flat without raising objections at handover.

Indian pilots body seeks autonomous aviation regulator to replace DGCA
Stocks23d ago

Indian pilots body seeks autonomous aviation regulator to replace DGCA

FIP writes to PM Modi urging a statutory Civil Aviation Authority to replace the DGCA, citing regulatory shortcomings as India's aviation sector expands rapidly.

BOQ Shares: PE 16.1x vs Sector 19x Points to $7.98 Target
Macro23d ago

BOQ Shares: PE 16.1x vs Sector 19x Points to $7.98 Target

BOQ's sector-adjusted PE of $7.98 and DDM range of $7.19-$7.40 suggest the stock is undervalued. Full franking boosts gross valuation to $10.57.

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