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Foreign investors, who had been on a 16-day buying streak in Indian shares until the clashes flared up Friday, may resume flows as volatility subsides. Meanwhile, in Pakistan, the International Monetary Fund’s approval of $1 billion in immediate disbursement along with a new $1.4 billion plan for climate resilience will be a booster for its fragile finances.

IndusInd Bank faces scrutiny as auditors demand clarity on its derivative accounting discrepancy, potentially classifying it as fraud. The issue, involving losses near ₹2,000 crore, stems from differing accounting treatments in internal and external forex transactions. The bank s board must decide on the fraud designation, impacting regulatory reporting and potentially setting an industry precedent.

Indian banks are preparing to carefully increase their unsecured loans. This is due to better asset quality and less stress in personal loans and credit cards. State Bank of India expects personal loans to grow. Overall credit growth has slowed. The Reserve Bank of India had increased risk weights on these loans.

Murugappa Group s promoters are actively working towards a new family settlement. The goal is to resolve disagreements and facilitate a three-way split. Advisors are helping with a legally sound and tax-efficient separation structure. The evolving consensus includes right of first refusal on share transfers. Businesses with higher valuations will contribute proportionately.

Following a weekend announcement of a "pause" in hostilities with Pakistan, Indian equity indices are set for a relief rally. Concerns of a full-scale conflict had previously prompted traders to liquidate positions, causing market declines. While a positive reaction to de-escalation is anticipated, experts caution that elevated valuations and continued geopolitical uncertainty may limit any sharp upmove.

Trades that got crowded in April s tumult have suddenly become vulnerable, among them shorting the US dollar, betting against equities and wagering on higher market volatility. Behind the backfiring wagers has been Donald Trump s concessionary tone on tariffs and a string of positive economic reports - and the ensuing rebound in sentiment.

For the Indian equity markets to go from strength to strength, there have to be stronger drivers. And that could be something that is missing. And if you accompany that with rich valuations, then that could set the stage for the upside prospects to be quite limited. So, there s a need to be really selective, increasingly so now than previously. That is the formula to get more returns out of Indian assets.

A panel appointed by the regulator recommended easing limits on index and single-stock derivatives and doing away with the suggestion to impose a penalty in the event of a transgression in the trading limits. The plan to change the way Open Interest or outstanding positions of futures and options are calculated will stay, they said.

​Nifty’s recent correction was broadly anticipated. While the fall itself wasn’t a surprise, the geopolitical trigger adds a layer of concern. Technically, the index has formed a bearish engulfing pattern on weekly chart, suggesting more downside unless it reclaims 24,500.

Indian equity benchmarks faced a correction last week, influencing today s trading focus on companies like Tata Steel and Adani Power due to earnings reports and news. Dr. Reddy s reported a 22% profit increase, while Swiggy s losses nearly doubled. Canara Bank mobilized significant funds through staff efforts, and TVS Motor anticipates industry growth.