BUSINESS
No need to panic, says Prashant Jain: Outbound FDI fall may offset oil shock; large-cap downside limited to 10%
Prashant Jain says Indian equities' impact from rising oil prices depends on price levels and duration. Large-caps may see moderate downside, but small- and mid-caps face deeper corrections.
BUSINESS
Markets used to one-way rallies, wait on the sidelines amid Middle East tensions: Rajesh Bhatia, ITI
Rajesh Bhatia warns markets could fall over 10% if Middle East tensions persist, causing supply disruptions and inflation.
BUSINESS
Markets could see up to 10% fall on Middle East tensions, time to buy in a staggered manner: Vikas Khemani
Vikas Khemani warns Indian markets may fall 10% amid Middle East tensions and oil price surge, but sees this as a buying opportunity.
MARKETS
SEBI Chief says, weighing deepening the cash market, SLBM revamp and expanding stock futures list
SEBI chief said any expansion of Stock Futures list to depend on the liquidity in the stock.
MARKETS
SEBI chief on Tiger Global judgement, ‘whenever these kinds of issues are decided, there will be concerns’
SEBI Chairman said the issue needs engagement with investors. He said earlier the issue was settled.
MARKETS
SEBI chief warns investors against ‘listing pops’, says long-term investing is key
Pandey said IPO proceeds monitoring mechanisms are already strengthened, basis of valuation and business details well disclosed in issue documents, LODR review may further look if any issues.
MARKETS
SEBI assessing impacts of derivatives measures taken earlier, new move only based on data and consultation
SEBI chief said regulators move will be calibrated. Says F&O frenzy fuelled by fin-fluencers, who sold overnight easy money dream.
MARKETS
SEBI to examine concerns on closure of solution-oriented MF schemes; issues of taxation in Life Cycle scheme
Key concerns raised by the MF industry relate to taxation differences between equity and debt and also related to the ongoing SIP book of solution oriented funds and other operational issues.
MARKETS
A year towards ‘optimum regulation’: SEBI chief Tuhin Kanta Pandey outlines reform roadmap
SEBI chief said focus will be to review the regulations to ensure there is optimum regulation.
MARKETS
SEBI chairman’s take on F&O curbs, IPO oversight, takeover code, solution-oriented funds
Pandey said several key reforms have been rolled out over the past year, with many more currently under evaluation. On derivatives, he added that SEBI will assess the impact of earlier F&O measures and intervene if needed, based on data and consultation.
BUSINESS
Tariff turbulence: From courtroom shock to global surcharge — where US trade policy now stands
After dramatic twists under Donald Trump — from sweeping emergency tariffs to a Supreme Court rebuke and a new 15% global levy — the US tariff regime continues to keep the world on tenterhooks. Here’s a full breakdown of what changed, what survives, and what it means for India’s export-led sectors.
BUSINESS
Investor maturity is a myth, and the flow data proves it
Record gold inflows, equity fatigue and persistent timing errors show Indian investors still chase returns rather than practise discipline
INDIA
MC Exclusive: Gap-Up Fuelled by Short Covering — But the Bigger Call Is ‘Buy the Dips’: Madhusudan Kela
Market veteran says currency stability, short covering and renewed participation could drive the next leg of gains, even as investors stay selective amid rising supply of paper.Intro
INDIA
MC Exclusive: India Is Set to Outperform in 2026: Sandeep Tandon on Markets After the Trade Deal
The Quant Mutual Fund founder says sentiment has hit a cyclical bottom, export themes are back in focus and India could emerge as a global outperformer in 2026.
BUSINESS
Rajeev Thakkar on India-US trade deal: ‘Tariffs don’t change valuations’
Thakkar said that his fund portfolio is currently running a cash position of 22% that might not change materially because of the tariff deal
BUSINESS
'Don’t chase the euphoria — but get ready for new highs': Sushil Kedia on what comes next for markets
Kedianomics founder Sushil Kedia says gap-up openings call for patience, even as sentiment resets set the stage for a powerful multi-week rally.
BUSINESS
The End of Uncertainty Changes Everything: Ritesh Jain on Why Foreign Money Could Return to India
Ritesh Jain, Founder, Pinetree Macro explains how the US tariff deal, rupee stabilisation and shifting global capital flows could reshape India’s market outlook
MARKETS
The STT math: How a Rs 10,000-crore tax gain wiped Rs 10 lakh crore off market value
Fund managers like S Naren defended the move by saying speculative trading can't create long-term wealth
BUSINESS
STT hike pushes derivatives breakeven to 25 points, threatens viability of HFT strategies
Higher transaction costs push Nifty futures breakeven into double digits, forcing systematic traders to rethink strategies
BUSINESS
Not a Budget for bulls, not a Budget for bears — just staying the course
STT spooks traders, capex stays on track and fiscal discipline takes centrestage in Budget 2026
BUDGET
F&O STT shock triggers sell-off; on other counts, budget meets market expectations
Fiscal consolidation stays on track and capex rises, but a steep hike in securities transaction tax on futures and options dents sentiment and adds pressure to already weak trading volumes.
BUSINESS
Capital Gains Crossroads: Why India’s equity–debt tax divide is back to haunt markets
As markets wobble and foreign money exits, the debate over taxing equity like income is resurfacing at the worst possible time.
INDIA
Rupee Jitters Shake Markets, But Is FII Selling Near Its End?
Samir Arora says India is too small a slice of global portfolios to keep funding overseas rallies
BUSINESS
FPIs will walk away if capital gains tax is raised, warns Helios Capital’s Samir Arora
A debate is brewing in the financial sector over bringing parity between equity and debt; Helios Capital's Samir Arora weighs in with his stance.
