BUSINESS
P-Notes under pressure: Double taxation avoidance pact with France hits offshore thematic bets
The new agreement with France gives India the right to tax any profit from the sale of shares in an Indian company by a French resident. Earlier, a French resident holding less than 10% of an Indian company was required to pay caital gains tax only in France.
BUSINESS
How India's top female fund managers turned Rs 10k investments into 2-3x gains
In a sector where women occupy less than 15% of senior roles, Sunaina Da Cunha, Meenakshi Dawar, and Rajasa Kakulavarapu exemplify the rising tide of female talent
BUSINESS
FIIs still underweight India, waiting for correction; Iran conflict adds fresh caution: Kotak's Pratik Gupta
Takeaways from Kotak Institutional Equities’ annual investor conference suggest global investors are interested in India but not rushing to deploy capital yet, citing expensive valuations, slowing growth and fresh geopolitical risks.
BUSINESS
Markets open with winners and losers in focus as Iran risk redraws the playbook
Higher oil prices, pressure on trade balances and renewed demand for safe havens are now central to investor positioning. With no confirmed supply disruption yet, markets are recalibrating risk rather than exiting it outright.
BUSINESS
Markets likely to open cautious as US-Iran conflict escalates; oil, gold, and volatility in focus
Crude prices have surged, putting pressure on oil-import dependent sectors, while upstream oil producers, defence stocks, and defensive sectors like banking, pharma, and IT could see relative strength.
BUSINESS
Nifty’s 25,000 test is here: US-Israel strikes on Iran, oil spike fears put Dalal Street on edge
Nifty’s near-term trajectory remains downward-biased and highly news-driven. A contained conflict with limited disruption to oil flows could see the index stabilise around current levels or stage a relief bounce.
BUSINESS
Why markets are tracking Hormuz as that line between oil volatility and an oil crisis
BUSINESS
Half of India’s oil imports at risk as US-Israel strike on Iran raises Hormuz supply fears
For the markets reopening, analysts expect prices to move higher again. If shipping through key routes is affected, crude could move toward $80 or higher.
MARKETS
As AI rewrites billing models, could India’s IT exports lose momentum?
Fund managers warn AI-driven pricing changes in India’s IT sector may slow exports, raising risks for the current account and equity markets.
BUSINESS
NSE IX renews call for SEBI to finalise long-pending direct listing guidelines for Indian companies in GIFT IFSC
NSE IX CEO V Balasubramaniam said SEBI approval for direct listing of Indian companies on IFSC exchanges is awaited.
BUSINESS
NSE IX ‘Global Access’ soft launch sees 2,000 clients enrolled in a single day: Accelerating outbound investments from India
NSE International Exchange's Global Access platform saw 2,000 clients enroll on its first day, offering Indian investors fast, low-cost access to US stocks and soon over 30 global markets, with digital onboarding and fractional investing features.
BUSINESS
GIFT City achieves first overseas equity listing milestone as Cyprus firm Ellinas Finance prepares for NSE IX admission
The move follows a Memorandum of Understanding signed on June 16, 2025, between NSE IX and the Cyprus Stock Exchange (CSE) in Limassol, Cyprus.
BUSINESS
GIFT IFSC fund registrations, investor base hit new highs; outbound flows steady
While fund registrations and investor commitments surged through the October–December quarter, outbound capital deployment from the IFSC remained restrained
BUSINESS
SEBI signals willingness to examine limited oversight in ‘to-be-listed’ market
The regulator clarified that any possible intervention would not extend to the broader unlisted market
BUSINESS
FII flows reflect global opportunity cycles, not single trade events: SEBI Chairman
FIIs' behaviour should be interpreted through the broader prism of global capital allocation cycles rather than pinned to any single event like tariff announcements, says Tuhin Kanta Pandey
BUSINESS
SEBI examining brokers’ representation on RBI draft norms, issues under review, says Chairman
The Reserve Bank of India recently floated draft guidelines tightening how banks provide funding and non-fund based facilities to capital market intermediaries (brokers, trading members, etc.).
BUSINESS
PMS regulation overhaul underway as SEBI eyes June timeline for changes
Pandey acknowledged the steady growth across this space that adds all the way more to addressing any roadblocks hampering it's growth amid newer offerings like SIF.
BUSINESS
Sebi's NAV upload mandate for alternative funds inevitable demat cleanup: Industry experts
The circular requires AIF managers to transmit the latest NAV for each unit to the National Securities Depository Ltd and Central Depository Services (India) (CDSL), through their Registrars and Transfer Agents.
BUSINESS
RBI’s revised bank exposure rules change how brokers fund margin trading, not client leveraging
Earlier, RBI norms required banks to take a pledge of client securities for MTF lending — a structure brokers say was operationally unworkable. That clause has now been removed, said broking executives.
BUSINESS
RBI’s MTF circular won’t change leverage, but it may change how retail investors use it
The RBI circular tightens rules on how brokers borrow from banks by insisting on fully secured funding, higher haircuts on pledged equity collateral and stricter cash requirements.
BUSINESS
Top 10 portfolio management schemes for January 2026
Large Cap PMS averaged -0.80%, Multi Cap & Flexi Cap -1.00%, while Small Cap lagged at -1.93% and Small & Mid at -1.47%.
BUSINESS
Bajaj’s AI Break-out: 20 million calls, 1 lakh new offers, Rs 1,600 crore disbursed
A system that didn’t exist two quarters ago has already analysed 20 million calls, created 1 lakh new offers, and disbursed Rs 1,600 crore. Now it’s gearing up for 100 million, says Rajeev Jain
BUSINESS
India’s AIF ecosystem moving from capital formation to ‘outcome accountability’ as alpha holds
In a Rs 15 lakh crore alternative investment fund (AIF) ecosystem, Crisil data shows that realised cash distributions remain concentrated among a limited set of funds, with a majority of schemes yet to return invested capital. As multiple fund vintages now overlap, data highlights wide dispersion in outcomes across managers and a growing reliance on secondary transactions and IPO-linked exits to facilitate liquidity at an ecosystem level.
BUSINESS
Indian family businesses see fewer global shocks, push harder on growth even as internal gaps widen: PwC
Just 39% of Indian family businesses said economic volatility, inflation and supply-chain disruptions had significantly affected them, versus 58% globally
