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Market Analysis

Opinionated, data-backed coverage across all asset classes

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Power Grid Q1 profit falls 0.9% to ₹3,598 cr
Stocks26d ago

Power Grid Q1 profit falls 0.9% to ₹3,598 cr

State-owned Power Grid's net profit dipped 0.9% to ₹3,598 cr in Q1, while revenue rose 2.2%. The company approved a ₹857 cr transmission upgrade and secured a JPY 80 billion loan from JBIC.

SBM Offshore H1 Net Profit Triples, Backlog Hits Record $35.6B
Commodities26d ago

SBM Offshore H1 Net Profit Triples, Backlog Hits Record $35.6B

SBM Offshore H1 net profit tripled to $826M on FPSO sales and new contracts. The company raised 2026 guidance and announced a $100M dividend. Record backlog of $35.6B.

Vance warns Iran talks will be 'messy', take time
Stocks26d ago

Vance warns Iran talks will be 'messy', take time

Vance described Iran's leadership as fractured, with some factions wanting peace and others committed to war. He predicted oil prices will fall and stay down.

Dimon: AI Infrastructure Spending Will 'Pay Out' for Economy
Stocks26d ago

Dimon: AI Infrastructure Spending Will 'Pay Out' for Economy

JPMorgan CEO Jamie Dimon told CNBC the billions poured into AI infrastructure will pay off, calling it a 1% GDP boost this year and next.

Zambia President Cites $1.9 Billion Debt Saving Ahead of Vote
Stocks26d ago

Zambia President Cites $1.9 Billion Debt Saving Ahead of Vote

Hichilema told the BBC a record 5 million tonne maize crop is cutting mealie meal prices while debt relief moves into investment ahead of the 2026 vote.

Beton.Hofi: A tehetség önmagában nem elég a sikerhez
Stocks26d ago

Beton.Hofi: A tehetség önmagában nem elég a sikerhez

Beton.Hofi története a tudatos újraépítkezésről: a tehetség és a momentum önmagában nem elég a sikerhez, az áldozat hozza létre az értéket.

2 killed in Benguet landslide as Maymay batters Northern Luzon
Stocks26d ago

2 killed in Benguet landslide as Maymay batters Northern Luzon

Two construction workers died in Benguet as Tropical Depression Maymay triggered a landslide that buried their shelter. Another was rescued.

Nikita Bier steps down as X product chief to be 'a poster'
Stocks26d ago

Nikita Bier steps down as X product chief to be 'a poster'

Nikita Bier steps back to a poster and advisor role after a year running X's product team. He called the role 'the privilege of a lifetime.'

Chemours Q2 Earnings Top Estimates, Raises Full-Year Guidance
Commodities26d ago

Chemours Q2 Earnings Top Estimates, Raises Full-Year Guidance

Chemours topped Q2 estimates with $227M EBITDA, led by record TSS segment earnings. Management lifted 2026 EBITDA guidance to $810M-$850M, above consensus.

India's FCRA Amendment: Asset Vesting Rule Stirs Church, NGO Backlash
Stocks26d ago

India's FCRA Amendment: Asset Vesting Rule Stirs Church, NGO Backlash

India's FCRA amendment creates a designated authority to seize assets built with foreign donations when NGO registrations lapse. Opposition, churches, and a U.S. congressman call it an attack on minority institutions.

Oil dips as Iran-Oman deal hints at Hormuz reopening
Commodities26d ago

Oil dips as Iran-Oman deal hints at Hormuz reopening

October Brent slipped to $79.21 as Iran and Oman prepared a joint shipping deal. ING strategists said a US-Iran accord is the next catalyst for resumed flows through Hormuz.

Water Wars: Tech Companies Face New Resource Risk
Stocks26d ago

Water Wars: Tech Companies Face New Resource Risk

The WEF's Blue Davos initiative targets water allocation, posing regulatory risk for data center operators and agribusiness. Transparency on water use will be key to reducing exposure.

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