
BUSINESS
Markets likely to react positively to GST booster dose for FMCG, auto, insurance, consumer durables and MSMEs, say experts
Experts say that the decision of merging GST rates into 5% and 18% -- while reserving 40% for sin goods -- will benefit many sectors like FMCG, auto, insurance, consumer durables and MSMEs among others ahead of the festive season.

BUSINESS
Clutch of few investors cornered major share in SME IPO's anchor allocations this year
With over 100 SME IPOs with an anchor book portion in 2025, the top five investors featured in more than 20 percent of the issues, with the top three names cornering nearly 30 percent of the total anchor allocation.

BUSINESS
New intraday limits in index options gives better flexibility to traders while ensuring tighter real-time surveillance, say experts
On Monday, SEBI announced a comprehensive framework to monitor intraday positions in equity index derivatives, seeking to curb the risks posed by oversized exposures while preserving liquidity and orderly functioning of the market.

BUSINESS
MC Explains: All you need to know about NSE's latest quantity freeze limits for index derivatives
Quantity freeze limits are the maximum permissible order size for a particular contract. Exchanges put such limits in place to prevent abnormally large orders – or erroneous orders as well – that could impact the stability of the overall market.

BUSINESS
Concerns of retail response in mega IPOs? Here are 10 IPOs that saw retail put in bids worth more than Rs 10,000 cr each
The year 2024 was witness to four IPOs – Waaree Energies, Bajaj Housing Finance, KRN Heat Exchanger & Refrigeration and Unimech Aerospace & Manufacturing – wherein the cumulative worth of retail bids was in excess of Rs 10,000 crore each

BUSINESS
Lower stake dilution in IPOs while maintaining retail quota size a fine balancing act by SEBI, say experts
The fungibility element of the current regulatory framework reduce the importance of the size of the retail portion, say experts though they add that under-subscription in retail segment does impact investor sentiment.

BUSINESS
Eliminate taxes on trading, listings to encourage investments and investor participation, says World Federation of Exchanges
Some of the key recommendations of WFE – the Indian exchanges are also part of the global association – include eliminating taxes on financial transactions, providing tax relief to investors, and removing taxes on listing of companies while simplifying tax reporting and removing cross-border tax barriers.

BUSINESS
Unlisted shares of MSEI plunge as revival optimism fades away; price drops 65% since December
Data from Unlisted Zone shows that shares of MSEI are currently hovering a little below Rs 5, plunging nearly 14 percent in the last 15 days. More importantly, the shares have dropped nearly 65 percent since December – falling from Rs 14 to the current levels.

BUSINESS
Trump's tariff hike a near-term risk for Indian markets; buy on dips as India's long-term fundamentals are strong, say experts
Donald Trump Tariffs: On Wednesday, Trump escalated the trade tensions with India while imposing an additional 25 percent tariff -- following the earlier announced 25 percent duty -- on Indian goods, in response to India’s continued purchases of Russian oil and defence equipment.

BUSINESS
For retail investors, SMIDs are still the favourite bets even as prices plunge
As per data from primeinfobase.com, the share of stake held by retail investors in companies listed on NSE went up to 7.53 percent as on June 30 from 7.51 percent as on March 31. In value terms, retail holding stood at Rs 34.25 lakh crore as on June 30.

BUSINESS
SEBI's proposed RPT rules ease compliance but increased vigilance needed as firms could structure smaller deals to bypass thresholds: Experts
The need for improved scrutiny arises from the fact that firms could structure smaller deals to ensure the thresholds are not breached. The current cap stands at Rs 1,000 crore or 10% of the annual consolidated turnover, whichever is lower.

BUSINESS
USA overtakes Singapore to regain top spot among countries with largest India equity holding
The share of US-based FPIs was pegged at 31.04 percent in the June quarter, overtaking Singapore whose share was 28.11 percent of the cumulative FPI holdings in the country, as per data from primeinfobase.com. In the previous quarter — as on March 31 — Singapore was marginally ahead of the US.

BUSINESS
IPO rules revamp: Primary market will be more resilient with higher DII participation, say bankers
Merchant bankers believe that SEBI wants to increase domestic institutional investors' participation in the primary markets and make it more resilient and less volatile given the fact that most retail investors apply in IPOs only for listing or short-term gains

BUSINESS
Trump tariff on India priced in, market experts say major impact on stocks unlikely
Several market experts believe that US tariffs will not have a direct bearing on Indian markets, given that major exports are of traditional items such as gems & jewellery, leather and textiles that do not have large representation in the listed space.

BUSINESS
Trump imposes 25% tariff on India: Markets unlikely to see any long-term earth-shattering impact, says Shankar Sharma
On Wednesday, US President Donald Trump announced a 25 percent tariff on Indian imports and an additional penalty effective from August 1.

BUSINESS
NSDL will focus on technology while offering new value-added services and identifying pain points, says NSDL CEO Vijay Chandok
NSDL is actively involved in identifying the pain points of various market intermediaries and working on resolving those given the important role played by depositories, says NSDL MD & CEO Vijay Chandok. NSDL IPO opens for subscription today.

BUSINESS
It's business as usual for Jane Street, at least globally; hiring mode on, no mention of SEBI order on site
Jane Street is also looking for at least two dozen experienced people in the trading, research and machine learning division, which includes quantitative traders and options traders along with machine learning researchers and engineers.

BUSINESS
Three key risks for Indian equities but rest of 2025 likely to be better, says StanC's top investment official
Earnings and economic growth in India are expected to revive in the second half with the worst behind us and domestic focused sectors are likely to do well, says Manpreet Gill, Chief Investment Officer - Africa, Middle East & Europe (AMEE), Standard Chartered.

BUSINESS
Jane Street onboards two Indian law firms, one global major to address SEBI issues
According to sources familiar with the development, leading Indian law firms AZB & Partners and Khaitan & Co along with New York- headquartered Sullivan & Cromwell LLP have been signed in by Jane Street.

BUSINESS
NSDL Payments Bank eyes 'unique capital markets' positioning post 'scheduled bank' status
NSDL Payments Bank plans to collaborate with broking firms to offer a combination of a bank account, demat account and a trading account all under one roof

BUSINESS
Jane Street unlikely to get any immediate relief against SEBI order, say legal experts
Lawyers specialising in securities market matters say that since SEBI has passed an interim order, SAT could, without providing any kind of stay order, direct the regulator to pass a final order within a specified period.

BUSINESS
After a brief lull, June saw more SME IPOs cross 100x subscription as sentiment revives
In June, a total of 10 SME IPOs saw an over-subscription in excess of 100 times each, with four of those clocking subscription well-above 200 times.

MARKETS
There was no Jane Street in Feb but it was volume as usual in F&O segment
Data shows that there was no real dent on the volume in the equity derivatives segment when Jane Street nearly stopped trading for a few weeks in Feb

BUSINESS
Will continue to monitor F&O with an aim to ensure investor protection and market stability, says SEBI source
In an analysis released in September 2024, SEBI said that individual traders in the F&O market suffered a staggering Rs 1.8 lakh crore in aggregate losses over the past three fiscal years.