Manoj Kumar

Bitcoin and Ether ETF Assets Fall by Up to 43% as Outflows Rise

FIIs’ Return Halts the Fall in Forex Reserves, Giving the Rupee a Boost

FIIs Return with Deep Pockets, Invests 46K Cr in 1st Week of Nov

Indian Gold ETFs Account for More Than 13% of Global Gold ETF Buying in October

FIIs net buying on Thursday ₹14975 cr, One of hithest single day buying, and their buying continued for 5th day. However DIIs sold net ₹10445 cr on Thursday. #FIIs #DIIs

Cotton Consumption Globally Projected to Exceed Production in 2026-27

Gold Q3 Demand Total Q3 gold demand, including OTC, was 1% lower y/y at 1,369t. On a y-t-d basis, demand of 3,881t virtually matches the 2025 record (3,884t), while value set a record of US$566bn. Central bank buying jumped to 321t in Q3, eclipsing recent typical quarterly buying levels and lifting y-t-d demand to 675t (+6% y/y). Gold ETFs reversed course following the Q2 outflows, adding 211t in Q3. The inflow seemed to be driven by mounting concerns over fiscal sustainability and inflation, among other things. Bar and coin investors were more circumspect; global demand was 19% lower y/y at 268t as investors waited for a clearer price trend to emerge. Jewellery demand fell 17% y/y to 313t, the weakest third quarter in our data series, as high prices remained a headwind across all markets. Demand value edged up 2% y/y to US$43bn. Gold used in technology increased 3% y/y in Q3 as demand generated by AI-related manufacturing more than offset the limiting effect of high gold prices. Source: WGC

Credit Card Loans Cross ₹3 Lakh Crore, Raising Concerns for Private Banks

Silver Imports May Fall 30% in 2026

#Silver Price Falls to $49/oz, The Level Which was Record High for Decades before December 2025.

#ForexReserve Further Declined to $719.75 Billion During Week Ending October 23rd

Pulses Export Curbs Can Come Anytime!

Government Wheat Stocks Could Hit a Record in November

Soybean Season 2026-27 Report Season Begins with 8.31 Lakh Tonnes Carry Forward Stock Against 7.66 Lakh Tonnes Last Year Carry Forward Stock for Soymeal Seen at 1.93 Lakh tonnes Against 68 Thousand Tonnes Last Year Industry Estimates 107.93 Lakh Tonnes Production in 2026-27, 2.11% Less over Last Year Soybean Import During 2025-26 Seen at 11 Lakh Tonnes, Highest Yearly Import. Only 2 Thousand Tonnes was Imported in 2024-25

Sugar Production for Ongoing Season Till Oct 25th Reaches 4 Lakh Tonnes Sugar Season 2026-27 (Oct-Sep) has started with nearly 107 sugar mills having commenced crushing operations across Maharashtra, Uttar Pradesh, Tamil Nadu and Gujarat. The previous sugar season, 2025–26, ended with approximately 36 lakh tonnes of carryover stocks, providing a base for meeting domestic consumption requirements. As of 25 October 2026, sugar production during the current 2026–27 season had reached approximately 4 lakh tonnes, compared with around 0.6 lakh tonnes on the corresponding date last year. So far, 107 sugar mills have commenced crushing operations across India, including close to 87 mills in Maharashtra, two mills in Uttar Pradesh and 17 mills across Tamil Nadu, Karnataka and Gujarat. Crushing operations in other states are progressing in line with their respective seasonal schedules.

Soybean Industry Demands Govt to Not Permit Duty Free GM Soybean Meal Import

Global markets could face a week of sharp volatility. From October 28 to 30, several key data releases and central bank decisions are due, with the potential to affect global stock, crypto, commodity and currency markets. South Korean companies SK Hynix and Samsung Electronics are set to release their September-quarter results this week. Their earnings could offer clues about the returns on the massive global investment in AI. The U.S. is also due to release third-quarter GDP growth figures, alongside GDP data for the European Union. These releases could influence markets worldwide. In addition, the U.S. Federal Reserve is set to announce its interest rate decision on October 28, followed by the European Central Bank on October 29 and the Bank of Japan on October 30. Their decisions could also move global markets.

Weekly Inflow/Outflow in #CryptoETFs

RBI’s Foreign Exchange Reserves Fall by Nearly $65 Billion in Six Weeks

Update from @TheOfficialSBI