Reading the weekly option chain: where the open interest is building
Put writers cluster at 24,000 while call writers defend 24,500. What that range does, and does not, tell you.
Analysis & opinion
Context, not calls
Longer reads on flows, sectors and derivatives, plus columns from our writers. Views are the authors' own and are not investment advice.
Sector rotation check: defensives quietly take the lead
FMCG and pharma have outperformed for a month. We look at relative strength and earnings revisions.
What a slower credit growth print means for bank margins
Loan growth is cooling from its peak; deposit costs are the bigger swing factor for net interest margins.