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Market Analysis

Opinionated, data-backed coverage across all asset classes

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India's mutual funds lead world in 5-year AUM growth
Stocks4d ago

India's mutual funds lead world in 5-year AUM growth

India's mutual fund AUM surged 17% in five years, fastest globally, as unique investors tripled to 6.1 crore, with retail participation widening and corporate share declining.

Foreign Airlines Rush for DGCA Nod on Dangerous Goods Carriage
Stocks4d ago

Foreign Airlines Rush for DGCA Nod on Dangerous Goods Carriage

New DGCA regulation effective last week forces foreign carriers to seek approval for dangerous goods. Some airlines got permits; others imposed embargoes, risking delays for lithium batteries and phones.

Court Orders Permit Check on Google-Adani Data Centre
Stocks4d ago

Court Orders Permit Check on Google-Adani Data Centre

The Andhra Pradesh High Court directed the state to verify legal and environmental clearances for the $15 billion Google-Adani data centre project in Visakhapatnam.

Nivard's Dominion List tallies Canada's lost tech value
Stocks4d ago

Nivard's Dominion List tallies Canada's lost tech value

The Dominion List catalogues 552 companies and 53 unicorns founded by Canadians that have raised $600B USD, reigniting debate over capital and talent flow.

Tuvoli Names Three Executives to Lead Post-506% Growth Phase
Stocks4d ago

Tuvoli Names Three Executives to Lead Post-506% Growth Phase

Tuvoli hired a chief of staff and a CTO, plus a fintech partnerships head, as it pushes past $1.2B in annual transactions. The company also announced its first AI symposium for business aviation.

KLA (KLAC) Gains From Advanced Nodes, HBM and Packaging
Stocks4d ago

KLA (KLAC) Gains From Advanced Nodes, HBM and Packaging

KLA's process control equipment sees demand from advanced nodes and HBM. Alpha Score 49 reflects a mixed near-term outlook. The next quarterly report is a key catalyst.

SBI retail chief: UPI's next decade must chase inclusion, not just volume
Stocks4d ago

SBI retail chief: UPI's next decade must chase inclusion, not just volume

SBI's retail chief says India's payment rail must now focus on credit access, fraud prevention and inclusion, not just transaction volume.

Lam Research Beats on AI-Led Equipment Demand, Guides Higher
Stocks4d ago

Lam Research Beats on AI-Led Equipment Demand, Guides Higher

Lam Research beat Q2 estimates on AI-driven equipment demand and guided revenue above consensus. The semiconductor gear maker's gross margin expanded as advanced-node orders surged. Alpha Score: 62.

ALLEN Career Institute plans ₹3,800cr IPO, eyes expansion, tech push
Stocks4d ago

ALLEN Career Institute plans ₹3,800cr IPO, eyes expansion, tech push

The test-prep giant's proposed ₹3,800cr IPO would fund regional expansion and AI investments as India's coaching market grows from $32B to $52B by 2030, CEO says.

Polymarket User Bets $818K Against CLARITY Act Passage in 2026
Crypto4d ago

Polymarket User Bets $818K Against CLARITY Act Passage in 2026

A Polymarket user wagered $818,130 that the CLARITY Act will not pass by end of 2026. The odds of passage have fallen from 80% to 14% since February.

Topshop and Cara Delevingne Launch First Co-Designed Collection
Stocks4d ago

Topshop and Cara Delevingne Launch First Co-Designed Collection

Topshop has debuted a 16-piece denim-focused collection co-designed with model Cara Delevingne. The partnership marks the retailer's first co-designed range.

SPHY vs SPYD: The 17-Point Total Return Gap That Income Investors Can't Ignore
Commodities4d ago

SPHY vs SPYD: The 17-Point Total Return Gap That Income Investors Can't Ignore

SPHY's monthly distributions are shrinking while SPYD's quarterly payouts grow. The total return gap has hit 17 points in 2026. Here's what income investors need to know.

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