Category: Uncategorized

Foreign Investors Pull $490 Million From Indian Bonds in Biggest Exit Since April 2025

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Alpha Binwani Capital: “Foreign investors sold 47.3 billion rupees ($490 million) of index-eligible Indian government bonds on Friday—the largest single-day outflow since April 2025 and the second-biggest in at least three years. The selling came as the yield premium over U.S. Treasuries narrowed to a more than two-decade low, reducing the appeal of Indian debt. Pressure intensified after the RBI announced plans to sell sovereign bonds to absorb excess banking-system liquidity, triggering a broader market selloff on Tuesday. Rising U.S. yields and growing expectations of a Fed rate hike are also increasing pressure on the RBI and other central banks to tighten policy more aggressively”
IndiaBonds #IndianEconomy #GovernmentBonds #ForeignFlows #BondOutflows #FIIs #RBI #ReserveBankOfIndia

Bitcoin Retreats From $79,400 as ETF Outflows, Fed Risk and Regulatory Setback Darken Outlook

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Alpha Binwani Capital: “Bitcoin briefly topped $79,400 on September 15 before retreating toward $77,600 as inflation concerns, rising geopolitical risk, and tighter financial conditions weighed on risk assets. U.S. spot Bitcoin ETFs saw roughly $463 million in net outflows over four sessions last week, ending a three-week inflow streak and signaling softer institutional demand. The cryptocurrency now enters a key macro window, with investors focused on the Fed’s rate decision, inflation data, Treasury yields, the dollar, and Middle East tensions. Meanwhile, the Clarity Act failed to advance in the Senate on Tuesday, cutting the market-implied odds of passage this year to 19%”

#Bitcoin #BTC #CryptoMarkets #CryptoNews #BitcoinETF #ETFOutflows #InstitutionalDemand #FederalReserve #FedDecision

Fed Hike Looms as AI Boom Bets Clash With Peak-Growth Fears

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Alpha Binwani Capital: “The Fed is widely expected to hike, and any pause would require a strong explanation given markets have nearly fully priced in a move. Continued volatility and rising longer-term yields show investors are focused on more than near-term policy, while the global economy may be entering an AI-led upswing—or nearing peak growth before a slowdown”

#FederalReserve #Fed #InterestRates #RateHike #BondYields #FixedIncome #RateMarkets #MonetaryPolicy

Micron’s $22 Billion Deal Book Is Rewriting the Memory-Cycle Playbook

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Alpha Binwani Capital: “Micron’s $22 billion in binding, multi-year customer agreements—featuring take-or-pay provisions and fixed or floor-and-ceiling pricing—provide unusually strong visibility into memory demand, supply commitments, and future earnings. The structure does not eliminate cyclicality, but it meaningfully reduces the volatility investors associate with past memory downturns. Micron expects strategic-agreement margins to remain above the peak quarterly levels of prior cycles even at contractual floor prices, supporting a fundamentally stronger profit model: gross margin surged from 38% a year earlier to 85% in Q3, with roughly 86% guided for Q4”

#Micron #MU #Semiconductors #MemoryChips #DRAM #NAND #AIInfrastructure #DataCenters #HighBandwidthMemory #HBM