INDIA FINANCIAL MARKET
Widening CAD a concern, says Niti Report
In its quarterly Trade Watch Report for the quarter to December 2026, released on Monday, it said the instability in West Asia has slowed the India-Gulf Cooperation Council Free Trade Agreement (FTA), affecting trade diversification and market access. "FTAs are not a one way street, nor should they be, which is to say that in the way that we are seeing them as a tool for market access, others are seeing it as a tool for market access too," said NITI Aayog vice chairman Suman Bery.
India's premium liquor boom defies global slowdown
India's demand for premium liquor is surging. This trend defies global patterns where consumers are buying less expensive options. Despite a worldwide decline in alcohol sales volume and value, India saw growth. This indicates a strong consumer preference for prestige whiskies and premium white spirits.
FIIs bought 120 Indian stocks in Q4 amid Rs 1.3 lakh crore exodus. What's special about them?
Despite a significant Rs 1.3 lakh cr exodus in Q4, Foreign Institutional Investors selectively increased stakes in 120 Indian stocks. These companies are linked to domestic growth, balance sheet strength or niche industry leadership, indicating continued capital deployment in specific attractive pockets.
Apple withholds data in India antitrust case, CCI sets final hearing
India's antitrust watchdog is moving quickly to decide penalties for Apple. The Competition Commission of India found Apple abused its dominant position in the iPhone app market. Apple has not provided requested financial data. The watchdog has set a final hearing for May 21. This signals a hardening stance against the US tech giant. Apple faces potential fines in India.
Razorpay set for confidential IPO filing; valuation may fall to around $5 billion
The fintech startup, last valued at $7.5 billion, is expected to be questioned on growth sustainability and the road to profitability; Walmart-backed PhonePe paused its $1.3 billion IPO last month, citing West Asia conflict.
Sector rotation underway: 3 themes to watch for your portfolio, says Devang Mehta
India's stock markets are experiencing a sector rotation, with consumption stocks like tobacco and alcobev surging after years of quiet. Investors who missed the recent Nifty rally are advised to focus on three key themes: financialization of savings, capital expenditure and infrastructure, and consumption, particularly the automobile sector, for sustained growth over the next two to three years.
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IEX shares plunge over 6% after CERC's latest update on market coupling norms. Check details
Indian Energy Exchange shares dropped significantly on Monday. This followed a draft framework from the Central Electricity Regulatory Commission. Grid India has been named the market coupling operator. This move aims to unify electricity market prices. The framework proposes Grid India will handle price discovery. Power exchanges will submit bids to Grid India. This could impact IEX's dominant market share.
Stocks in news: HDFC Bank, ICICI Bank, RIL, Trent, Jio Financial
Indian markets are set for a dynamic start today. Investors will closely watch the Q4 results from banking giants HDFC Bank and ICICI Bank. Reliance Industries and Jio Financial also released their earnings. Trent's board will consider a bonus issue and dividend. Geopolitical events will also influence trading. Lupin received observations from USFDA.
Ericsson India revenue grows 29% to Rs 4,228 crore in March quarter
Swedish telecom firm Ericsson saw a significant 29 percent revenue jump in India for the quarter ending March 31, 2026. This growth was fueled by ongoing 5G rollouts and network upgrades across the country. India emerged as a key contributor to Ericsson's global performance, showcasing strong market momentum.
Akshaya Tritiya remains proven entry point for gold investors: Motilal Oswal
Gold continues its role as a trusted asset for Indian households, blending tradition with financial security. Investors are showing increased interest in flexible gold options alongside traditional purchases. Global factors like geopolitical tensions and economic growth concerns support gold's appeal. The outlook for gold remains constructive for medium to long-term investors, with a 'buy on dips' strategy recommended.
Why Motilal Oswal’s BFSI fund is betting big on capital market ecosystem: Prateek Agarwal of Motilal Oswal AMC
Prateek Agarwal of Motilal Oswal AMC highlights a shift in financial sector growth from traditional banking to capital markets like AMCs, brokers, and exchanges. He discusses how recent trade deals with the US and EU boost India's manufacturing and investment appeal, potentially reversing FII outflows and strengthening the rupee.
Irdai keeps FY27 cession rate at 4%, backs GIC Re role
Irdai has maintained the mandatory 4% cession rate for FY27, directing general insurers to place this share with GIC Re. This decision aims to solidify GIC Re's position in India's reinsurance market, despite the entry of new domestic players like Jio-Allianz Re and Valueattics Re, who are poised to challenge its dominance.
NBA appoints Sunny Malik as India Country Head to drive market growth
The NBA has appointed Sunny Malik as its Country Head for India. Malik will now lead the league's strategy and operations in the country. This move signifies the NBA's growing focus on India. Malik has extensive experience with the NBA and in the media and finance sectors.
Sebi clears NSE’s investment in proposed National Coal Exchange; move to formalise coal trading
Securities and Exchange Board of India approved National Stock Exchange of India investment in a coal exchange to enable transparent trading while revising intermediary norms removing automatic disqualification from complaints but tightening rules upon conviction and mandating timely disclosures
Quote of the day Stanley Druckenmiller: "Earnings don't move the overall market; it's the Federal Reserve Board. Focus on the central banks, and focus on the movement of liquidity."
Central banks like the Federal Reserve control market direction through liquidity. Abundant money fuels asset prices, while tightening liquidity can stall markets. Even strong company earnings may not boost stock values when money is scarce. Investors should monitor central bank actions and liquidity flows for market insights.
Reliance Jio IPO delayed? India's largest public offer has some good news in May
Reliance Industries is reportedly planning to file draft IPO paperwork for Jio Platforms in May, incorporating full fiscal year earnings. This revised timeline, pushed back from March due to market downturns, aims to present a more favorable investor picture. The listing could be India's largest-ever IPO.
India seen as stable global capital hub with $4.4 trillion market cap: SEBI chief
India is increasingly recognized as a stable global capital hub with its market capitalization reaching USD 4.4 trillion and a total of USD 154 billion raised through equity and debt markets in FY26, according to Securities and Exchange Board of India (SEBI) Chairman Tuhin Kanta Pandey.
Arohan Financial plans to file for IPO within a month
Microfinance firm Arohan Financial Services is preparing to file for a ₹1,400-crore IPO within a month, aiming for a ₹600 crore primary issue and ₹800 crore offer for sale. This move follows a recovery in the microfinance sector after significant asset quality stress over the past two years.
ET Family Business Awards: Muthoot FinCorp's journey from a modest Kerala based player to a national giant
Muthoot FinCorp, a family business with roots tracing back to 1887, has evolved into a nationwide financial services player, earning the ET Family Business of the Year-Large award. The company's success is attributed to its diversification, digital transformation, and expanded credit access, reflecting nearly 140 years of growth and adaptation.
Arohan Financial Services in final lap to file DRHP for Rs 1400 crore IPO
Arohan Financial Services plans a Rs 1,400 crore IPO, combining fresh issue and OFS, amid improving microfinance sector conditions. With better asset quality, stable growth outlook, and recovering loan portfolios, the company aims to capitalise on renewed investor confidence.
Nifty's roadmap to 24,800: Rahul Sharma of JM Financial explains why he’s buying the dip
Rahul Sharma of JM Financial remains bullish on Nifty, advising investors to “buy the dip” with 24,800 as the next key resistance. He believes support around 24,100–23,700 remains intact, backed by strong sector leadership in PSU, metals, and IT, with PSU banks likely to drive the next leg higher.
Earnings may drop but opportunity bigger; Vikas Khemani makes bullish call on India markets
Indian markets are rallying after a sell-off. Vikas Khemani of Carnelian Asset Management believes India's investment case remains strong. He sees short-term earnings disruptions as opportunities. Khemani has increased exposure to banking, financial services, and aviation. He also believes the narrative around Indian IT is exaggerated, with AI presenting new opportunities.
Indian bonds retreat after previous rally; focus on debt sale, US-Iran peace talks
Indian bonds eased after recent gains as upcoming debt auctions and evolving US-Iran peace talks kept investors cautious, leading to a rise in yields.
Market swings trigger retail rethink, active client base of top brokers falls
Active client numbers across India’s top brokerages fell in FY26, indicating a slowdown in retail trading activity amid volatile markets. Six of the top 10 brokers reported a year-on-year decline, with Upstox seeing the steepest drop at 27.64%, followed by Zerodha and Motilal Oswal. Angel One, HDFC Securities, and Kotak Securities also posted declines.
Sebi, DoT join forces to curb market frauds via real-time data sharing platform
Securities and Exchange Board of India and Department of Telecommunications signed an MoU to share real-time intelligence via Digital Intelligence Platform, enhancing fraud detection, telecom monitoring, and investor protection across India’s rapidly growing digital securities market ecosystem.
Sebi appoints corporate law veteran KVR Murty as its whole-time member
India’s Securities and Exchange Board of India appoints KVR Murty as Whole Time Member in Mumbai, bringing over 30 years experience in public finance, defence accounts, and corporate regulation, strengthening leadership amid expanding markets and increasing regulatory complexity across diverse government roles.
RBI holds talks with banks on ways to boost deposits
Reserve Bank of India is consulting banks on ways to attract larger and more stable deposits as household savings shift to equities and mutual funds, putting pressure on liquidity. Deposits are growing slower than loans, increasing funding costs and credit-deposit ratios.
MFs power up local themes, banking on valuation reset
Indian mutual funds bought more shares in March as the Nifty index fell. They focused on banks and financial companies, seeing better value. Power sector stocks also saw increased investment. This shows a move towards domestic growth areas. Concerns about global conflicts are influencing these investment choices.
IMF raises India FY27 GDP growth forecast to 6.5% even as the world stumbles through conflict
The International Monetary Fund (IMF) has slightly raised India’s growth forecast for FY27 to 6.5%, up 0.1 percentage point from its January estimate, and expects growth to hold steady at the same level in FY28, even as it flags rising geopolitical risks from the war in the Middle East.
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