Manoj Kumar

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

Will Silver Repeat History and Fall to $35?

The Department of Posts has achieved a historic milestone by crossing the ₹4,000 crore quarterly revenue mark for two consecutive quarters for the first time. The Department recorded revenue of ₹8,212.7 crore during the first half of FY 2026-27 (April-September 2026), registering a year-on-year growth of 24% over ₹6,636 crore in the corresponding period of the previous financial year.

Gold Import, Digital Demand and ETFs Buying, What Changed in Indian Market During September?

China and Gold: Key Points

Govt imposed ban on use of sugarcane juice to make ethanol for remaining period of #Sugar year 2026-27. This move likely to increase #Maize demand for #ethanol production. Mov is supportive for Maize price.

Chinese Central Bank (#PBoC) reported a 23 tonnes gold purchase in September, the largest monthly buying since October 2023. With this purchase China’s official gold holdings reaches to new high of 2,410 tonnes