Daily Financial Update
Your no-BS morning rundown on markets, deals, climate risk, and fiscal policy
📈 Breaking Financial News
Market poised for consolidation through December as FIIs go quiet, says Sunil Subramaniam
Market expert Sunil Subramaniam anticipates a quiet December for equities. He believes a significant recovery is unlikely this month, with a positive bias expected. Foreign institutional investors are booking profits and taking vacations. Domestic institution…
EV bike maker Ultraviolette raises $45 million from Zoho, Ferrari-owner Exor’s Lingotto
Ultraviolette has raised $45 million from Zoho and Italy’s Lingotto to scale its F77 and X-47 electric motorcycles and develop new models, Shockwave and Tesseract. The Bengaluru startup is expanding in India and abroad, aiming for 100 cities by mid-2026. It r…
Udaan in talks to sell minority stake in its NBFC arm
The moves come on the back of a larger restructuring plan as Udaan looks to streamline costs, reduce burn and improve unit economics to free up more cash ahead of a potential IPO next year
Is Strategy about to be kicked out of Wall Street’s most important club?
Why is Saylor completely unfazed while Wall Street is bracing for impact?
Deadly Floods’ $20 Billion Toll Shows Asia’s Rising Climate Risk
Devastating floods have killed more than 1,300 people and caused at least $20 billion in losses since late last month across parts of South and Southeast Asia, underscoring the increasing risks from climate change and extreme weather for the region’s …
Bitcoin In Serious Danger of Disappearing From Exchanges…
This could be the biggest “supply shock” in financial history! Bitcoin on exchanges is being bought up faster than miners can mine it. The smart money like BlackRock, Goldman Sachs, and MicroStrategy are doubling, tripling, quadrupling down. And they're doing everything they can to buy up ONE altcoin before prices blast-off like a Space X rocket. Discover the ONE altcoin smart money is buying up before Bitcoin's supply shock.
🔍 Market Analysis & Insights
ADNOC in Talks to Buy SEFE Trading Arm
Germany has begun preliminary discussions with potential investors – including ADNOC – about a deal to buy the trading unit of SEFE, as the government looks at options for the future of the nationalized energy company.
Meesho GMP hints at 45% listing pop, issue sees over 3 times subscription on Day 2. Should you bid?
Meesho’s ₹5,421 crore IPO has seen strong demand, subscribed over 3 times by Day 2, led by robust retail participation. Grey market trends point to a potential 40% listing premium, boosting expectations for one of the year’s most anticipated market debuts.
JSW Steel’s joint venture move with Japan’s JFE Steel draws mixed reactions from brokerages
Motilal Oswal, Morgan Stanley, JP Morgan, Jefferies maintain buy calls, while Nuvama reduces rating on the stock and Citi, Elara maintain sell calls
Savory Ingredients Market Size to Worth USD 18.99 Billion by 2034 | Towards FnB
According to Towards FnB, the global savory ingredients market size is evaluated at USD 12.45 billion in 2025 and is anticipated to hit USD 18.99 billion by 2034, reflecting at a CAGR of 4.8% from 2025 to 2034. This expansion is driven by several factors, inc…
When spirituality meets startups: Sri Sri Ravi Shankar joins Meet the Drapers in Odisha
Meet the Drapers India features an unprecedented judging moment in Odisha, where spiritual leader Sri Sri Ravi Shankar joins Tim Draper to evaluate health and deep tech startups, proving Indian entrepreneurship can balance purpose with profit.
The Cross-Chain Giant Set for 1,000%+ Gains As crypto markets surge post-tariffs
Its transaction volume is skyrocketing across all major blockchains while its price remains suppressed as retail has yet to discover it – creating a coiled spring ready to release. Breaking: Access our urgent research on this cross-chain opportunity for just $3!
💰 Investment Opportunities
Budget 2026: Weak forex position, volatile rupee to shape strategy
As Finance Minister Nirmala Sitharaman prepares the Union Budget for FY27, macroeconomic indicators are guiding fiscal strategy and growth priorities. Foreign exchange reserves, the rupee, and global economic conditions are under close watch.
PSU banks still offer tactical upside; midcaps still justified at premium, says JPMorgan’s Rajiv Batra
JPMorgan’s Rajiv Batra says PSU banks remain a top tactical bet despite recent volatility, with strong credit growth, tech upgrades, and policy support set to drive re-rating. FIIs may return as India’s growth, earnings, and reforms strengthen. He expects nom…
Saxena White P.A. Files New Securities Class Action Lawsuit Against Cepton, Inc. and Related Parties, Expanding the Class Period and Claims Asserted
BOCA RATON, Fla., Dec. 03, 2025 (GLOBE NEWSWIRE) — Saxena White P.A. has filed a securities class action lawsuit (the “Class Action”) in the United States District Court for the Northern District of California against Cepton, Inc. (“Cepton” or the “Company”)…
Let market forces decide MF investment in IPOs, says Nilesh Shah, MD, Kotak MF
Nilesh Shah advocates for market-driven mutual fund investments in IPOs, cautioning against foreign investors profiting without contributing value.
Aequs IPO Day 2: GMP suggest 37% listing upside, heavy demand. Is it worth applying?
Aequs’ IPO saw strong Day 1 demand, getting subscribed 3.42 times, with retail bids soaring past 11 times. The grey market premium suggests a 37% listing upside, indicating a possible debut near Rs 170. Despite recent losses, analysts cite strong aerospace in…
$100 Oil Coming?
CNN/WSJ: Oil prices exploded 6-8% on Iran crisis. Analysts warn $100/barrel if Strait of Hormuz disrupted. While oil stocks swing wildly, there's a steadier way to profit. Marc shows you how. Learn more about this clicking here.
Unfiltered Market Commentary
Most folks are fixated on rupee swings and whether FIIs are dipping toes back into India, but they’re sleeping on the real balance-sheet hazard brewing in Asia—climate tail events. I mean, have you read “Deadly Floods’ $20 Billion Toll Shows Asia’s Rising Climate Risk” from Insurance Journal? While traders hedge currency, insurers are quietly repricing flood coverage, and supply chains won’t be waiting around for stimulus.
While EV startups like Ultraviolette are bagging $45 million from Zoho and Exor’s Lingotto, the same mindset has Udaan eyeing a minority sale in its NBFC arm. Smart money isn’t just pouring liquidity into themes—it’s pinpointing scalable, plug-and-play models, whether that’s next-gen battery stacks or credit engines, and carving them off to juice valuations.
If you’re looking to play this, don’t just pile into large caps—position in high-tech EV innovators (see “EV bike maker Ultraviolette raises $45 million from Zoho, Ferrari-owner Exor’s Lingotto” from The Times of India) and layer in currency hedges before Budget signals. And for god’s sake, run your portfolio through a flood-event stress test; those tail risks might just be your next wake-up call.