Tuhin Kanta Pandey

SEBI Chairman Tuhin Kanta Pandey Announces Crackdown on MCX and Major Overhaul of Brokerage Regulations

In a decisive move to restore investor confidence and strengthen market integrity, SEBI Chairman Tuhin Kanta Pandey has announced stringent action against the Multi Commodity Exchange (MCX) following its recent trading disruption, while also unveiling plans to revamp India’s decades-old brokerage regulations. Speaking at the Morningstar India Conference 2025 in Mumbai, Pandey emphasized that the…

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Corporate Bonds

Corporate Bonds Gain Momentum as India’s ₹3 Trillion Debt Market Eyes Stability, Yield and Liquidity

India’s debt market is undergoing a structural transformation, and corporate bonds are emerging as the preferred asset class for investors seeking a balance of yield, liquidity, and credit quality. With the total bond market estimated at ₹226.3 trillion as of December 2024, corporate bonds now account for approximately ₹53.6 trillion—representing nearly 18% of India’s GDP….

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FPI

FPI Inflows into Indian Government Bonds Surge to Seven-Month High in October Amid Rate Differential and Rupee Stability

Foreign Portfolio Investors (FPIs) pumped ₹13,397 crore into Indian government securities under the Fully Accessible Route (FAR) in October 2025, marking the highest monthly inflow in seven months.The surge reflects renewed global confidence in India’s debt market, driven by favorable interest rate differentials, a stable rupee, and expectations of further monetary easing by the Reserve…

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Anil Rego

Nifty May Hit 30,000 by 2027: Anil Rego Identifies 3 High-Conviction Sectors for Outperformance

India’s benchmark index Nifty 50 is on track to potentially touch the 30,000 mark within the next two years, according to Anil Rego, Founder and Fund Manager at Right Horizons PMS. In a recent interview, Rego highlighted that strong domestic fundamentals, rising retail investor participation, and robust earnings growth are laying the groundwork for a…

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Domestic Giants

India’s Stock Market Faces Credibility Test as Foreign Short Sellers Target Domestic Giants

India’s booming equity market, which has witnessed record-breaking retail participation and robust capital formation over the past two years, now faces a critical test: can regulators safeguard investor trust amid rising attacks from foreign short sellers? The recent wave of aggressive reports from overseas activist research firms targeting Indian conglomerates has sparked concerns over market…

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Sandeep Yadav

Benchmark Yield May Ease to 6.15–6.20% in Three Months, Says DSP’s Sandeep Yadav Amid RBI Dovish Tilt

India’s benchmark 10-year government bond yield is expected to soften to the range of 6.15–6.20% within the next three months, driven by a dovish Reserve Bank of India (RBI), easing fiscal concerns, and potential trade tailwinds, according to Sandeep Yadav, Head of Fixed Income at DSP Mutual Fund. In an interview with Financial Express, Yadav…

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FIIs

FIIs, MFs Exit 7 Smallcap Stocks in Q2FY26; Prices Crash Up to 60% Amid Weak Fundamentals and Profit Booking

In a sharp reversal of sentiment, Foreign Institutional Investors (FIIs) and Mutual Funds (MFs) have significantly reduced their stake in at least seven smallcap stocks during the second quarter of FY26, triggering a steep correction in their share prices—some plunging as much as 60%. The selloff reflects a broader trend of profit booking, valuation concerns,…

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HDFC Bank

HDFC Bank Rises, ICICI Bank Falls Post Q2 FY26 Results: Divergence Driven by Profit Growth, Asset Quality, and Investor Sentiment

India’s two largest private sector lenders—HDFC Bank and ICICI Bank—delivered their Q2 FY26 earnings over the weekend, but their share prices moved in opposite directions on October 21, 2025. While HDFC Bank shares surged 1.75% to ₹1,020 apiece, ICICI Bank shares declined 2.57% to ₹1,399.65. The divergence has sparked investor curiosity, especially as both banks…

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