Capital market stocks like BSE, HDFC AMC, and Nippon AMC surged up to 11% as US-Iran ceasefire boosted risk appetite and lifted global market sentiment.
Equity capital markets underwriting fees rise 39% in Q1 despite weaker deal volumes, while overall investment banking revenues fall amid subdued M&A and debt market activity
Capital market stocks like Angel One, BSE, and CDSL surged up to 8 per cent after RBI deferred exposure norms to July 2026, easing near-term pressure on brokers
Lunawat says the current phase could reset valuations without derailing long-term capital formation
Brokerages turn to debt markets as RBI norms tighten bank funding, reshaping leverage and capital-raising strategies across India's trading ecosystem
However, at current levels, MOFSL, CDSL, KFIN Technologies, Nuvama Wealth Management, CAMS and Angel One quote up to 26 to 36 per cent lower when compared to their respective 52-week highs.
CEA V Anantha Nageswaran said AI-enabled finance introduces new policy responsibilities, adding that regulators must strengthen oversight as India deepens integration with global capital markets
Sebi chief Tuhin Kanta Pandey told investors India is shaping transparent, credible and resilient markets, aiming to attract long-term institutional capital amid global uncertainty
Indian households added nearly ₹10 trillion to equity holdings in FY26 so far, taking total ownership close to ₹88 trillion amid a structural shift in savings
Strong IPO pipeline with billion-dollar issues may push 2026 fundraising past $20 billion, driven by robust domestic liquidity and rising MNC interest in India listings
Dedicated SME portal in the works to ease compliance, improve disclosures
Budget 2026 proposes a major overhaul of share buyback taxation, shifting proceeds from dividend income to capital gains to simplify rules, reduce arbitrage, and rebalance outcomes for promoters
The Union Budget proposes higher PIS limits for overseas Indians, a review of FEMA non-debt rules, and LLP reforms for AIFs, aiming to attract long-term diaspora capital and deepen capital markets
For India to finance sustained growth, it must strengthen long-term capital markets as bond market currently is shallow, illiquid
Indian households have embraced equities, extending that confidence to debt markets "next frontier"
SBI MF launches a quality-focused fund, Union AMC enters the SIF space, and MSE moves to boost equity market liquidity with new market makers
Market watchers expect capital market reforms to reverse FPI flows
SEs' proximity to trading enables real-time monitoring, enforcing listing standards, and maintaining orderly markets. Chapter V goes significantly further
As India's capital markets deepen, Sebi, industry and academia must work together to strike the right regulatory balance
Under the current framework, FPIs must settle all purchase and sale transactions on a gross basis, even when buy and sell values offset each other