Page 2 - Equity Markets
Sebi aims to deepen equity market, flags concerns over derivatives frenzy
SEBI on Thursday expressed concern over the growing dominance of ultra-short-term derivatives trading, cautioning that such trends could undermine the health of India's capital markets, while contemplating steps to extend the tenure and maturity of these products. Very short-term derivatives continue to dominate equity derivative volumes, especially expiry-day index options. This is an imbalance that is obviously unhealthy and may have potential for adverse consequences," said SEBI Whole-Time Member Ananth Narayan. He was addressing the 11th Capital Markets Conclave organised by the CII. "I would strongly endorse the view that, towards this end, we must look for ways to further deepen our cash equities markets, even as we look to improve the quality of our derivatives market by extending the tenure and maturity of the products and solutions on offer. We need constructive engagement from all stakeholders to achieve this," he said. Citing the market regulator's own research, Narayan
 "Sebi aims to deepen equity market, flags concerns over derivatives frenzy")
Margins may shrink for asset management cos: Anand Rathi's Feroze Azeez
Maintaining an asset allocation of 80 per cent equity and 20 per cent debt is recommended for long-term wealth creation, Azeez said
 "Margins may shrink for asset management cos: Anand Rathi's Feroze Azeez")
Earnings recovery critical for market rerating, says Sailesh Raj Bhan
Equity markets have spent nearly nine months consolidating since June 2024, says Bhan
 "Earnings recovery critical for market rerating, says Sailesh Raj Bhan")
Bull run on buckling knees: Benchmarks stand tall, but on splintered legs
June rally runs on a limp: Headline gains mask a brittle advance, with more stocks falling than rising
 "Bull run on buckling knees: Benchmarks stand tall, but on splintered legs")
Zee shares jump on board's nod to infuse ₹2,237 crore via promoter warrants
Zee Entertainment Enterprise shares jumped 3.5 per cent on plans to raise over ₹2,237 crore from the preferential issue of convertible warrants
 "Zee shares jump on board's nod to infuse ₹2,237 crore via promoter warrants")
RBI monetary policy: Repo rate cut brings early Diwali cheer for consumers
The RBI reduced the policy repo rate for a third successive time, which was widely expected
 "RBI monetary policy: Repo rate cut brings early Diwali cheer for consumers")
Chinese EV battery maker CATL debuts on Hong Kong exchange, raises $4.6 bn
CATL's listing, the largest globally this year, could be a nudge for other major mainland China firms that are already eyeing Hong Kong's equity markets
 "Chinese EV battery maker CATL debuts on Hong Kong exchange, raises $4.6 bn")
India will stay the top market for 20 more years, says Vikas Khemani
Interest rates coming down should generally lead to a rerating of the markets
 "India will stay the top market for 20 more years, says Vikas Khemani")
Bordering on peace: Markets may exhale as guns fall silent for now
With calm on edge, monsoon and Q4 will guide the mood
 "Bordering on peace: Markets may exhale as guns fall silent for now")
How to survive the market fall amid India, Pak war? Shankar Sharma advises
Having fixed income, gold other than your equities, will be your defensive strategy that will make you navigate the next period, says Shankar Sharma founder of GQuant Investech.
 "How to survive the market fall amid India, Pak war? Shankar Sharma advises")
Dynamic bond funds: Check rate-cycle track record before investing
A dynamic bond fund (DBF) can help investors navigate rate cycles effectively
 "Dynamic bond funds: Check rate-cycle track record before investing")
Operation Sindoor: Prolonged strikes can sink markets, say analysts
Historically, Indian equity markets have typically reacted sharply to geopolitical tensions in the short-term as a knee-jerk, but recovered quickly once uncertainties subsided
 "Operation Sindoor: Prolonged strikes can sink markets, say analysts")
Operation Sindoor may trigger market volatility; key Sensex support here
The Nifty has near-support at 24,200, below which the key support will be the 200-DMA at 24,050 levels, shows the technical chart.
 "Operation Sindoor may trigger market volatility; key Sensex support here")
These 3 pharma stocks have surged over 50% in April; check full list here
A total of 11 pharma and healthcare-related stocks have rallied more than 20% thus far in April on hopes of a likely softer tariff-related stance by the US President Donald Trump.
 "These 3 pharma stocks have surged over 50% in April; check full list here")
India's high P/E ratio: Riding a tiger, but can it dismount safely?
Most expensive EM relative to long-term and trough valuations
 "India's high P/E ratio: Riding a tiger, but can it dismount safely?")
Equity MF inflows drop to 11-month low of ₹25,082 crore in March
SIP inflows resilient at ₹25,926 crore
 "Equity MF inflows drop to 11-month low of ₹25,082 crore in March")
Trump tariffs give India competitive edge in select sectors: Taher Badshah
At a granular level, with some sectors like pharmaceuticals kept out of purview for now, the overall impact on India is likely to be more indirect than direct
 "Trump tariffs give India competitive edge in select sectors: Taher Badshah")
Large-cap, low-volatility funds to dominate new offerings by mutual funds
Quality-focused funds also gain traction amid shift in market trends
 "Large-cap, low-volatility funds to dominate new offerings by mutual funds")
Tale of markets in FY25: Profitable first half undone by volatile second
The Sensex climbed 14.5 per cent during the first six months of the financial year
 "Tale of markets in FY25: Profitable first half undone by volatile second")
Sell, sell, repeat: FPIs booking profit for almost ten years now
FPIs stake in India's listed companies lowest since June 2010
 "Sell, sell, repeat: FPIs booking profit for almost ten years now")
