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 attracting significant interest.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 flexibility in certain challenging scenarios.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
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