India Market Strategy

Business

Metals Market Reels as Speculative Frenzy Cools: Chinese Investors at Center of Historic Gold, Silver Plunge

Precious metals markets experienced one of their most volatile weeks on record, with silver plummeting 26% and gold dropping 9% in a dramatic reversal. The sell-off, triggered by shifting U.S. policy expectations, laid bare the market's recent dependence on speculative flows from China, raising questions about stability ahead of the Lunar New Year.

Feb 2, 2026

Business

RenaissanceRe Q4 Earnings Preview: Can the Reinsurer Maintain Momentum Amid Market Uncertainty?

RenaissanceRe Holdings Ltd. (RNR) is set to release its fourth-quarter financial results after Tuesday's market close. Investors will be watching closely to see if the Bermuda-based reinsurer can sustain its recent outperformance in a volatile sector.

Feb 2, 2026

Business

Venture Corp Outperforms Market with 38% Total Return, But Long-Term Growth Questions Linger

Singapore's Venture Corporation (SGX:V03) has delivered a robust 38% total shareholder return over the past year, buoyed by dividends. However, a closer look reveals declining earnings and revenue, raising questions about the sustainability of its recent market favor and its longer-term trajectory.

Feb 2, 2026

Business

DoorDash Bets on Robots and Rural Seniors: A Dual-Pronged Strategy to Expand Its Reach

DoorDash is deploying autonomous delivery robots in the suburbs while advocating for legislation to improve food access for rural seniors, signaling a strategic push beyond its urban core into new markets and use cases.

Feb 2, 2026

Business

Glaukos Gains FDA Nod for Repeat iDose TR Implant, Bolstering Its Long-Term Glaucoma Platform Strategy

The FDA's approval of a repeat treatment protocol for Glaukos's iDose TR implant transforms it from a one-time procedure into a potential chronic therapy platform, reshaping its commercial narrative and investor calculus in the competitive glaucoma market.

Feb 2, 2026

Business

Archer Aviation Lands Strategic Deal with Serbia, Eyes European eVTOL Market Ahead of EXPO 2027

Archer Aviation secures a pivotal agreement with Serbia to supply its electric air taxis for EXPO 2027, marking a significant step into the European market and sparking discussions on its path to commercialization and valuation.

Feb 2, 2026

World

India Weighs Social Media Ban for Under-16s as Lawmaker Cites Data Exploitation and Youth Safety

A key ally of Prime Minister Narendra Modi has proposed legislation to prohibit social media access for children under 16, framing the move as a response to digital addiction and the exploitation of Indian user data by foreign tech giants, amid a growing global regulatory push.

Jan 31, 2026

Business

Weyerhaeuser Navigates Brutal Lumber Markets, Bets on Land and Climate for Growth

Despite posting a quarterly loss in its core wood products unit amid 'extremely challenging' markets, Weyerhaeuser closed 2025 with strategic pivots. The forestry giant is doubling down on its land management and nascent 'Climate Solutions' business, while managing a disciplined capital return to shareholders.

Jan 31, 2026

Business

Olin's Q4 2025 Earnings Fall Short Amid Operational Woes and Market Slump; Management Outlines Cost-Cutting Path

Chemical and ammunition manufacturer Olin Corporation reported fourth-quarter results that missed internal forecasts, pressured by plant disruptions, supply issues, and a sharp year-end drop in chlorine demand. Executives emphasized cash preservation and cost control while navigating what they term an extended market downturn.

Jan 31, 2026

Business

Zeta Global Partners with OpenAI, Amplifying AI Marketing Ambitions

Marketing technology firm Zeta Global announces a strategic collaboration with OpenAI, aiming to deeply integrate advanced AI into its platform. The move, coupled with positive buzz from CES 2026, sharpens its competitive edge in a sector dominated by giants like Salesforce and Adobe.

Jan 30, 2026

Business

Brookfield Renewable Posts Record Year, Sees 'Structural Shift' in Power Markets Fueled by AI and Electrification

Brookfield Renewable (BEPC) reported robust 2025 financial results, deploying a record $8.9 billion in capital. CEO Conor Teskey outlined a pivotal market transition, driven by surging electricity demand from data centers and industrial activity, positioning the company's diversified portfolio of hydro, wind, solar, and storage for accelerated growth.

Jan 30, 2026

Business

Bitcoin Faces Potential Plunge to $57,000 as Bearish Sentiment Grips Crypto Markets

A prominent crypto analyst warns that Bitcoin could retest a critical long-term support level near $57,000, signaling a deepening correction as the digital asset market stumbles into 2026.

Jan 30, 2026

Business

Disney Bets Big on Middle East with Abu Dhabi Resort, Appoints New Strategy Chief

The Walt Disney Company announces plans for its first theme park in the Middle East—a full-scale resort in Abu Dhabi—alongside a key executive appointment aimed at refining long-term corporate strategy and investor relations.

Jan 30, 2026

Business

Rigetti Computing Stock Upgraded to 'Buy' by B. Riley Following Major Quantum Computer Order from India

B. Riley analyst Craig Ellis has upgraded Rigetti Computing (NASDAQ: RGTI) from 'Neutral' to 'Buy', maintaining a $35 price target. The upgrade follows the company's announcement of an $8.4 million order to supply a 108-qubit quantum computer to India's premier R&D agency, C-DAC, providing clearer visibility into its 2026 commercial trajectory.

Jan 30, 2026

Business

Navigating Market Volatility: One Defensive Stock to Consider, Two to Approach with Caution

In uncertain markets, low-volatility stocks offer comfort but may cap upside potential. We analyze one steady performer and two stocks where stability may signal stagnation, helping investors balance risk and reward.

Jan 30, 2026

Business

Gallagher Boosts Dividend While Maintaining Aggressive Acquisition Strategy

Insurance broker Arthur J. Gallagher raises its quarterly dividend, rewarding shareholders even as it continues to pursue an active mergers and acquisitions pipeline, signaling confidence in its dual strategy of capital returns and growth.

Jan 30, 2026

Business

WisdomTree Caps Record Year with $144.5B AUM, Outlines Aggressive 2026 Growth Strategy

WisdomTree reports record assets under management of $144.5 billion for 2025, driven by $8.5 billion in net inflows and strategic acquisitions. The firm forecasts continued margin expansion and highlights digital assets, European thematics, and private markets as key growth engines for the coming year.

Jan 30, 2026

Business

Advanced Drainage Systems: Is the Market Underestimating This Infrastructure Play?

Shares of Advanced Drainage Systems (NYSE: WMS) have shown resilience amid recent market volatility, posting solid long-term gains. With a fair value estimate suggesting potential upside, investors are weighing the stock's premium valuation against its growth trajectory in the construction sector.

Jan 30, 2026

Business

Metaplanet Doubles Down on Bitcoin Strategy with Major Capital Raise and U.S. Expansion

Japanese investment firm Metaplanet has approved a significant capital raise to bolster its Bitcoin treasury and reduce debt, marking a decisive shift toward a digital asset-focused corporate strategy while expanding its operational footprint in the United States.

Jan 30, 2026

Business

Bitcoin Tumbles Below $82,000 as Broader Market Sell-Off Intensifies

Bitcoin's sharp decline this week mirrors a wider market rout, with analysts pointing to a confluence of geopolitical tensions, policy fears, and tech sector volatility as key drivers. The sell-off raises fresh questions about near-term support levels for the flagship cryptocurrency.

Jan 30, 2026