In today’s briefing:
- Ohayo Japan | Softbank’s Silicon Dreams Get Bigger
- Thematic Report : Decoding FII Flows; What History, Market Cycles, and Stock-Level Data Tell Us
- [Precious Insights 2025/11]: Gold & Silver Surge to New Highs Amid Softer Inflation & Rising Volume
- #122 India Insight: India Ups Steel PLI, Amazon Mulls Local IPO, UBS & HSBC Eye Wealth Boom
Ohayo Japan | Softbank’s Silicon Dreams Get Bigger
- US stocks fell Thursday after an initial rally driven by the Fed’s decision to hold rates steady. The Nasdaq dropped 0.3%
- Nike reported a smaller-than-expected decline in quarterly results; Shares rose 4% in extended trading
- SoftBank Group is acquiring U.S. chip startup Ampere Computing for ¥1 trillion in an all-cash deal, expanding its investment in AI infrastructure
Thematic Report : Decoding FII Flows; What History, Market Cycles, and Stock-Level Data Tell Us
- FII flows still influence market trends, even as domestic flows have gained prominence, especially during global macro uncertainty.
- Current correction is in line with past episodes, both in terms of depth and scale of selling, suggesting we may be closer to the mature phase of the downturn.
- We did data deep dive of FII flows how it has impacted markets in past and what it means for future.
[Precious Insights 2025/11]: Gold & Silver Surge to New Highs Amid Softer Inflation & Rising Volume
- Gold surged 2.6%, surpassing $3,000/oz for the first time, while silver rose 4.4% to its highest YTD level, both driven by a weaker dollar.
- GLD ETF saw a $1.16 billion net inflow, reversing the prior week’s $933 million outflow,while SLV ETF recorded $131.8 million in inflows, up from the previous week’s $85.7 million outflow.
- Gold futures ADV rose 25.2% WoW, with open interest up 6.5%, while silver options call OI at key strikes ($34–$35) indicates rising interest in further upside.
#122 India Insight: India Ups Steel PLI, Amazon Mulls Local IPO, UBS & HSBC Eye Wealth Boom
- India boosts PLI outlay for steel sector to Rs. 305 cr to drive innovation, exports, and counter US import tariffs.
- Amazon.com Inc (AMZN US) explores spinning off and listing its India arm locally to align with regulations and strengthen its position in the market.
- UBS and HSBC expand wealth operations in India, leveraging the IPO boom to capture rising investor demand and economic momentum.
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