Latest Stock Market News

Sebi has introduced a new framework to monitor intraday positions in index options, effective October 1. The rules cap net and gross intraday exposure, mandate random compliance checks, and impose expiry-day penalties to curb aggressive bets while balancing liquidity and institutional participation in the derivatives market.

Vaibhav Shah of Mirae Asset Investment Managers (India) advocates for international diversification, citing limited domestic exposure to high-growth themes like AI and semiconductors. He highlights the potential for better risk-adjusted returns and currency diversification through global investments. The Mirae Asset Global Allocation Fund offers a strategic mix of developed and emerging market exposure, leveraging Mirae s global expertise.

Emkay Investment Managers Kashyap Javeri believes India s sovereign rating upgrade and inclusion in global bond indices will attract significant foreign portfolio inflows, enhancing its standing among emerging markets. While short-term allocations depend on global factors, sectors with export exposure and companies benefiting from lower capital costs stand to gain. Automobile, CDMO Pharma, and capital goods sectors present exciting investment opportunities.

IGL shares: Indraprastha Gas Ltd (IGL) has formed a joint venture with Rajasthan Rajya Vidyut Utpadan Nigam Ltd to set up a solar power project in Rajasthan, marking its entry into the renewable energy sector.

India s current account balance shifted to a deficit of $2.4 billion in the June quarter, equivalent to 0.2% of GDP, contrasting with the previous quarter s surplus. This shift was influenced by a higher merchandise trade deficit and increased net outgo on the primary income account. Despite the deficit, it narrowed year-on-year from $8.6 billion.

Former RBI Deputy Governor Michael Patra urges Corporate India to increase investments to sustain the nation s 8% growth trajectory. He highlighted that while India s GDP surged by 7.8% in Q1 FY26, investment is crucial for continued capital accumulation. Government efforts to boost consumption through GST reforms and income tax reductions are vital in the current economic climate.

Insurance companies are increasingly competing with banks by offering secured personal loans to policyholders, totaling ₹1.4 lakh crore, comparable to bank loans against fixed deposits. These short-term loans, with rates from 8.50% to 10.5%, allow policyholders to access funds without surrendering their policies.

Ajay Seth has taken over as chairman of the IRDAI, filling a five-month vacancy. His appointment comes as the insurance sector faces challenges like slowing growth, health insurance disputes, and mis-selling concerns. Seth s extensive experience in economic policy and regulatory reforms will be crucial as he addresses these issues and oversees upcoming reforms, including amendments to the Insurance Act.

Banks are grappling with a surge in fraud linked to deposit accounts, surpassing loan accounts in risk. The rise of mule accounts used for money laundering has prompted stricter KYC processes and enhanced transaction monitoring. The RBI s MuleHunter.AI initiative and increased staff training aim to combat this growing threat, as banks balance customer acquisition with fraud prevention.