Market Pulse: RBI holds policy steady, Indian bond yields trading in a narrow range amid a dovish global backdrop; equities catch mixed signals.
Key Movers: Ferro-Alloy Resources sparks a retail buying spree; insiders quietly cash out, while SEBI’s reclassification of REITs hints at looming institutional inflows.
Macro & Politics: Over 22 U.S. states report slowing growth in employment and consumer spending, and Western components keep turning up in Russian drones despite sanctions.
What’s Next: Keep an eye on RBI’s potential rate cut by December and SEBI’s rollout details for REIT equity reclassification to anticipate market rotations.
📈 Breaking Financial News
Bond yields steady as RBI holds rates; accrual strategies favoured going ahead: Devang Shah
India’s 10-year bond yield inched up 4 bps to 6.57% in September, supported by stable policy, ample liquidity, and a dovish global backdrop after the US Fed’s rate cut. RBI may deliver one more 25 bps cut by December.
REIT revolution: Sebi’s equity reclassification sets stage for big inflows and valuation re-rating
SEBI’s move to reclassify REITs as equity instruments marks a pivotal shift, paving the way for index inclusion, deeper liquidity, and valuation re-rating. The change aligns India with global standards and could trigger major institutional inflows, mainstream…
REIT revolution: Sebi’s equity reclassification sets stage for big inflows and valuation re-rating
SEBI’s move to reclassify REITs as equity instruments marks a pivotal shift, paving the way for index inclusion, deeper liquidity, and valuation re-rating. The change aligns India with global standards and could trigger major institutional inflows, mainstream…
Individual investors invested in Ferro-Alloy Resources Limited (LON:FAR) up 69% last week, insiders too were rewarded
Key Insights Significant control over Ferro-Alloy Resources by individual investors implies that the general public has…
Is Natural Gas Transmission Integration Shifting Cummins' (CMI) Long-Term Role in Sustainable Trucking?
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🔍 Market Analysis & Insights
Powering the Future: Hinen Showcases Full Residential Energy Storage Lineup at All-Energy Australia 2025
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An Intrinsic Calculation For EDAG Engineering Group AG (ETR:ED4) Suggests It's 33% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, EDAG Engineering Group fair value estimate is €10.45 EDAG…
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Private equity in Indian real estate declines 15% in H1 FY26, deal sizes remain steady: ANAROCK Capital
Private equity investments in Indian real estate fell 15% YoY to USD 2.2 billion in H1 FY26, reflecting fewer transactions despite steady deal sizes and resilient interest across retail, commercial, and residential segments, according to ANAROCK Capital.
Learn AI Now and Stay Ahead of the Curve : Ultimate Beginner’s Guide 2025
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BenPay DeFi Earn — Direct Access to the World’s Leading DeFi Protocols
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How well can large language models predict the future? • Forecasting Research Institute
Forecasting Research Institute: When will artificial intelligence (AI) match top human forecasters at predicting the future? In a recent podcast episode, Nate Silver predicted 10–15 years. Tyler Cowen disagreed, expecting a 1–2 year timeline. Who’s more likel…
Is America in recession? 22 states are already feeling the impact; here’s how to protect your family and keep your money safe
America's economy faces significant challenges. Many states are contracting, and households are struggling with debt and stagnant wages. Experts warn of a potential recession if economic weakness spreads. Families are advised to secure finances by saving, red…
Western parts in Russian drones: Are sanctions even working?
Ukrainian President Volodymyr Zelenskiy has criticized his allies because, despite sanctions and embargoes, Western parts are still ending up in Russian weaponry. How can illicit exports be stopped?
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Market Commentary
Everyone’s ignoring that while mom-and-pop investors were piling into Ferro-Alloy Resources (Yahoo Entertainment), insiders quietly took profits. That’s a hell of a warning sign for anyone chasing momentum instead of real yield. If you’re hunting durable income, vet free cash flow and dividend coverage or you’ll be left holding the bag.
It’s wild how fixed income calm from RBI’s hold (The Times of India) contrasts with the brewing REIT storm after SEBI’s equity reclassification (The Times of India). One plays income defense, the other preps for yield-hungry inflows—together they demand you rethink the classic 60/40 split.
If you want real yields, load up on laddered accrual bonds and size into high-quality REITs before the herd wakes up. Overlay covered calls on blue-chip dividend payers in case volatility spikes.