The National Stock Exchange of India introduces nanosecond-level order acknowledgement across segments from April 11, enhancing speed, transparency and execution certainty, reducing latency from microseconds, improving real-time tracking, risk management and reinforcing its global leadership in trading technology infrastructure
Rupee volatility has become central to India’s distressed deals, driving stress for firms with dollar debt despite stable operations. Elevated hedging costs and FX uncertainty are reshaping pricing, deal structures, and timelines, with investors favouring export-linked assets and natural hedges.
Ace investor Mukul Agrawal significantly boosted his holdings in Hindustan Construction Company (HCC) and Capacit’e Infraprojects during Q4 FY26. He acquired nearly 60 lakh HCC shares, increasing his stake to 1.91%, and added 4.5 lakh Capacit’e Infraprojects shares, raising his ownership to 6.62%. These moves signal confidence in the smallcap infrastructure players.
TCS CEO K Krithivasan dismisses fears of IT giants faltering in an AI-first era, asserting the company is actively leading the AI transition. He argues system integrators remain crucial for integrating new tech, driving transformative projects, and redesigning business processes. Enterprise AI spending is now focused on operational efficiency, modernization, and AI transformation itself, with a bullish outlook for FY27.
Ace investor Ashish Kacholia increased his stakes in smallcaps SG Finserv and Aeroflex Industries during the March quarter. Both stocks have delivered strong returns, outperforming weak broader markets, with Aeroflex posting particularly sharp gains.
The Indian rupee closed out a second consecutive week of gains against the dollar, a feat it last achieved six months ago, supported by flows from the unwinding of residual arbitrage positions, as well as a plunge in crude oil prices after a short-term ceasefire between U.S. and Iran.
India plans to move ahead with a proposal mandating that banks report offshore rupee derivative trades despite objections from lenders, two sources familiar with the matter said, in an attempt to bring transparency to a market that has amplified pressure on the currency.
Indian stock markets will remain shut on April 14 for Dr B.R. Ambedkar Jayanti, marking the seventh trading holiday of 2026. After this, nine more market holidays remain for the year. MCX will operate only in the evening session, while NCDEX will stay closed for both sessions.
Emkay Global Financial Services expects crude oil to stabilise at $75–80 within two months and sees the Nifty 50 hitting 29,000 by March 2027. A potential Iran–US peace deal, easing energy pressures and steady earnings growth are seen driving a rebound in Indian equities despite near-term macro headwinds.
Amidst geopolitical uncertainty, market expert A Balasubramanian suggests the worst may be nearing an end, with improving macro signals and reasonable valuations in Indian equities. He highlights a revival in credit and deposit growth, indicating potential buying opportunities for long-term investors despite near-term oil price concerns.
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