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Market Commentary

Analysis of current market conditions and their implications for Shariah-compliant portfolios.

Market Commentary

The Copper “Shortage”: Why Human Ingenuity Has Always Outrun Scarcity

Reports warn of a looming 20-million-tonne copper deficit by 2050, with demand for electric transport skyrocketing. But is the shortage inevitable? History suggests otherwise. Discover how human innovation—from the invention of Bakelite to the solar revolution—has repeatedly solved resource constraints, and why copper is likely to follow the same path.

21 October 2026 · 6 min read
Market Commentary

There’s a lot wrong in Indian RE sector

India's renewable energy sector has crossed 300 GW in non-fossil capacity — a historic milestone. But beneath the headlines, three structural bottlenecks threaten the trajectory: collapsing tender volumes, a manufacturing sector split between module glut and cell famine, and a grid that cannot evacuate what is being generated. This analysis examines the data behind the paradox, fact-checks the government's claims, and identifies the key indicators investors should watch in 2027.

13 October 2026 · 6 min read
Market Commentary

Is Gold Still a Good Investment in 2026? Returns, Risks, Long-Term Outlook & Shariah Perspective

• Is gold a good investment in 2026? • gold returns in India • gold CAGR • gold investment returns • gold as inflation hedge • long term gold investment • gold investment strategy • gold investment Shariah compliant • halal gold investment • digital gold Shariah compliant • gold vs inflation • how much return can gold give • gold price outlook India

15 September 2026 · 10 min read