Geopolitical tensions, rising crude oil, and a weakening rupee are fueling market volatility, according to Rupak De of LKP Securities. He notes bearish pressure on Nifty and IT sectors, advising caution. However, De identifies short-term trading opportunities in NMDC, RBL, and Piramal Pharma due to emerging technical momentum.Read More

Despite a falling Sensex, twelve BSE 500 stocks delivered consistent gains across five sessions, led by Onesource Specialty Pharma and Welspun Corp, showing resilience amid broader market weakness and declines.Read More

Global investors are shifting focus from FAANG and Magnificent 7 to broader innovation, embracing the BATMMAAN acronym for AI, semiconductors, and digital ecosystems. Niteen Dongare advises staying invested in US markets, emphasizing proven earnings and stable management amidst geopolitical volatility. He also highlights the growing trend of Indian investors diversifying globally, with AI and semiconductors...Read More

Markets often climb despite worries. In 2020, markets rose before economic recovery. Now, in 2026, markets are recovering amid geopolitical tensions. Investor behavior shows learning from past experiences. Capital is entering markets during fear. While risks remain, markets may have already priced in much of the uncertainty. Markets lead sentiment, adjusting prices before clarity emerges.Read More

The Securities and Exchange Board of India (SEBI) has unveiled plans to overhaul how stockbrokers assess their capital. This innovative strategy will tie capital requirements directly to business risks and client engagement. By fostering a more nuanced, risk-oriented framework, SEBI hopes to ensure that the capital accurately mirrors the broker’s operational scale.Read More

The Securities and Exchange Board of India has unveiled plans to revamp broker regulations. Designed to refine the management of partially paid securities, the suggested reforms include tighter payment deadlines and a swifter process for retrieving pledged investments. This strategic shift aims to elevate market liquidity and lessen prolonged delays for investors while allowing for...Read More

Japanese conglomerate Sumitomo Mitsui Financial Group has injected ₹1,075 crore into its Indian arm, SMFG India Credit. This follows a significant ₹3,000 crore infusion in December 2024. SMFG India Credit’s assets under management reached ₹64,100 crore by December 2025. The group also increased its stake in Yes Bank to 24.2% in September 2025.Read More

In a groundbreaking initiative, the Securities and Exchange Board of India is set to revamp the variable net worth calculation method for stockbrokers. This reform is designed to align capital adequacy with the actual risks of their operations and the size of their client pool.Read More

Indian markets brace for a crucial week. Major tech giants like Microsoft and Alphabet report earnings. Investors watch for clues on artificial intelligence spending. The U.S. Federal Reserve meets, with potential changes at its helm. Economic growth and inflation data will also be released. Geopolitical tensions in the Middle East remain a key concern for...Read More

Jane Street, a leading market maker, achieved a record $39.6 billion in net trading revenue last year, surpassing rivals like Citadel Securities and Hudson River Trading. This surge was fueled by market volatility and a significant boost from its investments in private startups, including AI firm Anthropic.Read More