Market Analysis
Opinionated, data-backed coverage across all asset classes
Gogoro brings battery-swap stations to Vietnam, taking on VinFast
Gogoro's battery-swap cabinets appear in HCMC as its Castrol JV targets Vietnam's e-scooter market, competing with VinFast's 45,000 cabinets. A Q4 scooter launch is planned.
Technical Outlook for Tata Chemicals, CPCL, DMart, Shakti Pumps
Tech Trail flags downside risk in Tata Chemicals and Shakti Pumps; CPCL can target ₹1,850 and DMart ₹4,600–₹4,800, per the column's technical view.
White House blocks CNN from traveling with Trump on Air Force One
White House blocks CNN from Air Force One travel after judge ordered access restored. The trip to Tennessee will lack independent TV coverage as the dispute continues.
Maharashtra declares 265 talukas drought-hit; relief package announced
Maharashtra declares 74% of state drought-hit; relief includes loan restructuring, power concessions. Opposition says declaration delayed. Damage assessment underway.
Anmol Industries files for ₹1,800 crore IPO, entirely offer for sale
The biscuit maker's IPO is an OFS by promoter entity Baijnath Choudhary & Family Trust; no proceeds to the company. Family-pack sales contributed ₹485.5 crore in fiscal 2026.
8th Pay Commission: ₹18 lakh arrears possible with 24-month delay
A Level 8 employee could receive nearly ₹18 lakh in arrears if implementation is delayed by 24 months with a 2.57 fitment factor, similar to the 7th Pay Commission.
Templeton's Rajasa Stays Constructive on India, Flags Permanent Volatility
Rajasa K. of Templeton Global Investments says sustained crude above $100 is a concern, while India's structural growth pillars remain intact. She sees opportunity in small-midcaps and advises using corrections to accumulate.
Oracle Invokes Force Majeure on New Mexico Data Centre Project
Oracle sent a force majeure notice to Blue Owl over Project Jupiter, seeking to delay payments if the 2.45 GW data centre is delayed. The project faces permit setbacks and debt trading below 90 cents on the dollar.
GoldHaven Hits New Skarn at Kuhn, Drilling Moves to Pad B
GoldHaven extended hole GOH26-04 after core observations, hitting a new skarn zone with ~145m drill length (est. true thickness 40-45m). Drilling continues from Pad B at the Kuhn target on the Magno Project.
Oil CEOs Fight Diesel Export Ban as CVX Trades Above Value
Chevron CEO Mike Wirth leads industry push against Trump's diesel export ban threat. CVX trades 24.9% above GF Value with Alpha Score 55 and significant insider selling.
Swiss National Bank holds at 0% as hike bets build
Switzerland's central bank held rates at 0% with inflation at 0.8%, while traders price a 90% chance the SNB hikes by early 2027. UBS sees an earlier move.
Indonesia’s Rupiah Intervention Hits Gold, Oil Markets
Indonesia’s central bank intervened after the rupiah fell 0.6% to a three-month low. The move highlights how rising oil prices and US yields squeeze commodity-importing economies, with direct read-throughs for gold and crude markets.