Bank stocks fall as Street factors in lower profits
https://economictimes.indiatimes.com/markets/stocks/news/bank-stocks-fall-as-street-factors-in-lower-profits/articleshow/129913869.cms
Indian banks experienced a significant slump on Monday following the RBI's directive to curb net-positioning to support the rupee. The Bank Nifty retreated 3.8%, with all constituents losing value. These new regulations, effective April 10, restrict lenders' forex positions, potentially impacting near-term profits and causing short-term volatility.
https://economictimes.indiatimes.com/markets/stocks/news/bank-stocks-fall-as-street-factors-in-lower-profits/articleshow/129913869.cms
Indian banks experienced a significant slump on Monday following the RBI's directive to curb net-positioning to support the rupee. The Bank Nifty retreated 3.8%, with all constituents losing value. These new regulations, effective April 10, restrict lenders' forex positions, potentially impacting near-term profits and causing short-term volatility.
RBI allows SFBs to lend to MIs, sets fresh LTV ratio norms
https://economictimes.indiatimes.com/markets/stocks/news/rbi-allows-sfbs-to-lend-to-mis-sets-fresh-ltv-ratio-norms/articleshow/129913893.cms
The Reserve Bank of India has permitted small finance banks to extend credit to capital market intermediaries. New loan-to-value ratio guidelines have been established for lending against financial assets, including eligible securities. The LTV ceiling for listed shares and convertible debt remains at 60%.
https://economictimes.indiatimes.com/markets/stocks/news/rbi-allows-sfbs-to-lend-to-mis-sets-fresh-ltv-ratio-norms/articleshow/129913893.cms
The Reserve Bank of India has permitted small finance banks to extend credit to capital market intermediaries. New loan-to-value ratio guidelines have been established for lending against financial assets, including eligible securities. The LTV ceiling for listed shares and convertible debt remains at 60%.
RBI defers capital market exposure norms to July 1
https://economictimes.indiatimes.com/markets/stocks/news/rbi-defers-capital-market-exposure-norms-to-july-1/articleshow/129913905.cms
The Reserve Bank of India has postponed new capital market exposure rules. The implementation date is now July 1, 2026. Banks issuing payment commitments to stock exchange clearing corporations will see eased capital adequacy requirements. Capital will only be held on the portion classified as capital market exposure. These changes follow updates to the central bank's credit facilities framework.
https://economictimes.indiatimes.com/markets/stocks/news/rbi-defers-capital-market-exposure-norms-to-july-1/articleshow/129913905.cms
The Reserve Bank of India has postponed new capital market exposure rules. The implementation date is now July 1, 2026. Banks issuing payment commitments to stock exchange clearing corporations will see eased capital adequacy requirements. Capital will only be held on the portion classified as capital market exposure. These changes follow updates to the central bank's credit facilities framework.
Brokerages turn bullish on HDFC Bank after sharp 26% correction
https://economictimes.indiatimes.com/markets/stocks/news/brokerages-turn-bullish-on-hdfc-bank-after-sharp-26-correction/articleshow/129913926.cms
JP Morgan and Jefferies have upgraded HDFC Bank, citing attractive valuations after a significant share price decline. Both brokerages see a favorable risk-reward, with JP Morgan highlighting a strong core franchise and Jefferies pointing to potential re-rating catalysts like board clarity and CEO term rollover.
https://economictimes.indiatimes.com/markets/stocks/news/brokerages-turn-bullish-on-hdfc-bank-after-sharp-26-correction/articleshow/129913926.cms
JP Morgan and Jefferies have upgraded HDFC Bank, citing attractive valuations after a significant share price decline. Both brokerages see a favorable risk-reward, with JP Morgan highlighting a strong core franchise and Jefferies pointing to potential re-rating catalysts like board clarity and CEO term rollover.
Dubai unveils fiscal package to bolster businesses
https://economictimes.indiatimes.com/markets/stocks/news/dubai-unveils-fiscal-package-to-bolster-businesses/articleshow/129914031.cms
Dubai has unveiled a significant AED 1 billion fiscal package to bolster businesses, especially those in tourism and trade impacted by current conflicts. Effective April 1 for three to six months, the initiative includes a three-month deferment on government fees, hotel sales fees, and Tourism Dirham fees to ease financial burdens and enhance liquidity.
https://economictimes.indiatimes.com/markets/stocks/news/dubai-unveils-fiscal-package-to-bolster-businesses/articleshow/129914031.cms
Dubai has unveiled a significant AED 1 billion fiscal package to bolster businesses, especially those in tourism and trade impacted by current conflicts. Effective April 1 for three to six months, the initiative includes a three-month deferment on government fees, hotel sales fees, and Tourism Dirham fees to ease financial burdens and enhance liquidity.
Lending rates fall some more, private banks lead push
https://economictimes.indiatimes.com/markets/stocks/news/lending-rates-fall-some-more-private-banks-lead-push/articleshow/129914107.cms
Fresh rupee loan rates dipped in February, with private banks leading the decline. However, public sector banks increased their lending rates. The easing on outstanding loans has been slower, despite significant repo rate cuts by the RBI over the past year.
https://economictimes.indiatimes.com/markets/stocks/news/lending-rates-fall-some-more-private-banks-lead-push/articleshow/129914107.cms
Fresh rupee loan rates dipped in February, with private banks leading the decline. However, public sector banks increased their lending rates. The easing on outstanding loans has been slower, despite significant repo rate cuts by the RBI over the past year.
Irdai to push basic health cover, hospital scorecards to expand sector
https://economictimes.indiatimes.com/markets/stocks/news/irdai-to-push-basic-health-cover-hospital-scorecards-to-expand-sector/articleshow/129914127.cms
India's insurance regulator is set to introduce basic, no-frills health covers and performance scorecards for insurers and hospitals to address patient criticism and ensure industry viability. These initiatives, designed to enhance transparency and informed choices for policyholders, aim to improve claim settlement times and hospital billing practices, marking a shift towards preventive healthcare.
https://economictimes.indiatimes.com/markets/stocks/news/irdai-to-push-basic-health-cover-hospital-scorecards-to-expand-sector/articleshow/129914127.cms
India's insurance regulator is set to introduce basic, no-frills health covers and performance scorecards for insurers and hospitals to address patient criticism and ensure industry viability. These initiatives, designed to enhance transparency and informed choices for policyholders, aim to improve claim settlement times and hospital billing practices, marking a shift towards preventive healthcare.
Stock Market Holiday Today : Are NSE, BSE open or closed for Mahavir Jayanti on 31st March 2026. Check upcoming market holidays List for 2026?
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-holiday-nse-bse-closed-today-for-mahavir-jayanti-what-are-the-upcoming-market-holidays-in-2026/articleshow/129900702.cms
Stock Market Holiday Today: Indian stock markets are closed today for Shri Mahavir Jayanti. This is the first of two market holidays this week. Trading will resume on Friday for Good Friday and again on April 14 for Dr. Baba Saheb Ambedkar Jayanti. Several other holidays are scheduled throughout the year. MCX will have a trading break in the first session.
https://economictimes.indiatimes.com/markets/stocks/news/stock-market-holiday-nse-bse-closed-today-for-mahavir-jayanti-what-are-the-upcoming-market-holidays-in-2026/articleshow/129900702.cms
Stock Market Holiday Today: Indian stock markets are closed today for Shri Mahavir Jayanti. This is the first of two market holidays this week. Trading will resume on Friday for Good Friday and again on April 14 for Dr. Baba Saheb Ambedkar Jayanti. Several other holidays are scheduled throughout the year. MCX will have a trading break in the first session.
War robbing D-Street: M-cap drops further Rs 9.4 lakh crore
https://economictimes.indiatimes.com/markets/stocks/news/war-robbing-d-street-as-m-cap-drops-further-rs-9-4-lakh-crore/articleshow/129914315.cms
Indian stock markets experienced a significant downturn. Overseas investors sold shares heavily, impacting the Sensex and Nifty. Rising crude oil prices and a weakening rupee added to investor concerns. Bank stocks also saw a sharp decline following regulatory changes. Global markets showed mixed reactions to geopolitical developments.
https://economictimes.indiatimes.com/markets/stocks/news/war-robbing-d-street-as-m-cap-drops-further-rs-9-4-lakh-crore/articleshow/129914315.cms
Indian stock markets experienced a significant downturn. Overseas investors sold shares heavily, impacting the Sensex and Nifty. Rising crude oil prices and a weakening rupee added to investor concerns. Bank stocks also saw a sharp decline following regulatory changes. Global markets showed mixed reactions to geopolitical developments.
GIFT Nifty jumps 240 points on Trump's reported plans to end Iran war. Sensex, Nifty to see some relief tomorrow?
https://economictimes.indiatimes.com/markets/stocks/news/gift-nifty-jumps-240-points-on-trumps-reported-plans-to-end-iran-war-sensex-nifty-to-see-some-relief-tomorrow/articleshow/129914731.cms
Indian stock markets are poised for a potential rebound tomorrow following a significant sell-off, buoyed by positive signals from GIFT Nifty and declining oil prices. Reports suggest a potential de-escalation in US-Iran tensions, while a dip in US bond yields offers further support. Despite this optimism, foreign investor outflows and a weakening rupee warrant caution.
https://economictimes.indiatimes.com/markets/stocks/news/gift-nifty-jumps-240-points-on-trumps-reported-plans-to-end-iran-war-sensex-nifty-to-see-some-relief-tomorrow/articleshow/129914731.cms
Indian stock markets are poised for a potential rebound tomorrow following a significant sell-off, buoyed by positive signals from GIFT Nifty and declining oil prices. Reports suggest a potential de-escalation in US-Iran tensions, while a dip in US bond yields offers further support. Despite this optimism, foreign investor outflows and a weakening rupee warrant caution.
Why multi-asset funds are now moving to the centre of mutual fund portfolios
https://economictimes.indiatimes.com/markets/stocks/news/why-multi-asset-funds-are-now-moving-to-the-centre-of-mutual-fund-portfolios/articleshow/129915299.cms
Multi-asset allocation funds are gaining prominence in Indian mutual fund portfolios, attracting significant inflows and growing assets. These funds offer a diversified approach by investing in equity, debt, and commodities, providing resilience across market cycles. Investors are increasingly recognizing their value as a strategic core holding for long-term wealth creation.
https://economictimes.indiatimes.com/markets/stocks/news/why-multi-asset-funds-are-now-moving-to-the-centre-of-mutual-fund-portfolios/articleshow/129915299.cms
Multi-asset allocation funds are gaining prominence in Indian mutual fund portfolios, attracting significant inflows and growing assets. These funds offer a diversified approach by investing in equity, debt, and commodities, providing resilience across market cycles. Investors are increasingly recognizing their value as a strategic core holding for long-term wealth creation.
Adani Power, Hyundai Motor among 8 stocks to join F&O segment from April 1; NSE announces position limits
https://economictimes.indiatimes.com/markets/stocks/news/adani-power-hyundai-motor-among-8-stocks-to-join-fo-segment-from-april-1-nse-announces-position-limits/articleshow/129920029.cms
Eight stocks, including Adani Power and Hyundai Motor India, will enter the F&O segment from April 1, with NSE announcing position limits. The move is expected to improve liquidity and trading volumes, following SEBI’s revised eligibility norms aimed at ensuring higher-quality stocks with sufficient market depth.
https://economictimes.indiatimes.com/markets/stocks/news/adani-power-hyundai-motor-among-8-stocks-to-join-fo-segment-from-april-1-nse-announces-position-limits/articleshow/129920029.cms
Eight stocks, including Adani Power and Hyundai Motor India, will enter the F&O segment from April 1, with NSE announcing position limits. The move is expected to improve liquidity and trading volumes, following SEBI’s revised eligibility norms aimed at ensuring higher-quality stocks with sufficient market depth.
From 100,000 hype to 2-year low: Sensex delivered zero returns in last two years
https://economictimes.indiatimes.com/markets/stocks/news/from-100000-hype-to-2-year-low-sensex-delivered-zero-returns-in-last-two-years/articleshow/129920159.cms
The Sensex has erased two years of optimism, slipping from the 100,000 hype to a two-year low and delivering zero returns. Weak earnings, heavy FII outflows, global tensions, and delayed Fed cuts dragged markets through FY26, leaving investors with caution as FY27 shapes up as a year of selective opportunities.
https://economictimes.indiatimes.com/markets/stocks/news/from-100000-hype-to-2-year-low-sensex-delivered-zero-returns-in-last-two-years/articleshow/129920159.cms
The Sensex has erased two years of optimism, slipping from the 100,000 hype to a two-year low and delivering zero returns. Weak earnings, heavy FII outflows, global tensions, and delayed Fed cuts dragged markets through FY26, leaving investors with caution as FY27 shapes up as a year of selective opportunities.
FY26 multibaggers: 10 stocks jump 125% to 1,655% in one year
https://economictimes.indiatimes.com/markets/stocks/news/fy26-multibaggers-10-stocks-jump-125-to-1655-in-one-year/slideshow/129920751.cms
In FY26, a select group of Indian stocks delivered exceptional returns. Twenty companies with market caps above Rs 3,000 crore and significant trading volume saw substantial growth. The top ten performers surged dramatically, with gains ranging from 125% to an astounding 1,655%. These stocks became significant wealth creators, more than doubling investor value within the fiscal year.
https://economictimes.indiatimes.com/markets/stocks/news/fy26-multibaggers-10-stocks-jump-125-to-1655-in-one-year/slideshow/129920751.cms
In FY26, a select group of Indian stocks delivered exceptional returns. Twenty companies with market caps above Rs 3,000 crore and significant trading volume saw substantial growth. The top ten performers surged dramatically, with gains ranging from 125% to an astounding 1,655%. These stocks became significant wealth creators, more than doubling investor value within the fiscal year.
Can AI help retail investors make consistent money in trading? Here's what Nithin Kamath says
https://economictimes.indiatimes.com/markets/stocks/news/can-ai-help-retail-investors-make-consistent-money-in-trading-heres-what-nithin-kamath-says/articleshow/129920898.cms
Nithin Kamath cautions that AI cannot help retail investors consistently make money in trading due to behavioural biases and lack of informational edge. While AI can improve discipline and execution, it cannot create profitable strategies. Institutional players retain structural advantages, limiting retail investors’ ability to outperform markets sustainably.
https://economictimes.indiatimes.com/markets/stocks/news/can-ai-help-retail-investors-make-consistent-money-in-trading-heres-what-nithin-kamath-says/articleshow/129920898.cms
Nithin Kamath cautions that AI cannot help retail investors consistently make money in trading due to behavioural biases and lack of informational edge. While AI can improve discipline and execution, it cannot create profitable strategies. Institutional players retain structural advantages, limiting retail investors’ ability to outperform markets sustainably.
Sammaan Capital becomes IHC Group company, receives Rs 5,652 cr in first tranche of stake sale
https://economictimes.indiatimes.com/markets/stocks/news/sammaan-capital-becomes-ihc-group-company-receives-rs-5652-cr-in-first-tranche-of-stake-sale/articleshow/129920897.cms
Sammaan Capital has officially become an International Holding Company group firm after receiving Rs 5,652 crore in the first tranche of a major stake sale. Through affiliate Avenir Investment RSC, IHC will acquire 41.5% now and complete the remaining investment upon warrant conversion, marking one of India’s largest NBFC-sector deals.
https://economictimes.indiatimes.com/markets/stocks/news/sammaan-capital-becomes-ihc-group-company-receives-rs-5652-cr-in-first-tranche-of-stake-sale/articleshow/129920897.cms
Sammaan Capital has officially become an International Holding Company group firm after receiving Rs 5,652 crore in the first tranche of a major stake sale. Through affiliate Avenir Investment RSC, IHC will acquire 41.5% now and complete the remaining investment upon warrant conversion, marking one of India’s largest NBFC-sector deals.
Sebi cracks down on Elitecon International, bars promoters from market for manipulation
https://economictimes.indiatimes.com/markets/stocks/news/sebi-cracks-down-on-elitecon-international-bars-promoters-from-market-for-manipulation/articleshow/129923758.cms
Sebi passed an interim order against Elitecon International and barred key promoters over alleged misleading disclosures, governance lapses and suspicious trading. The regulator flagged unusual price movements, irregular shareholding changes and discrepancies in operations, signalling possible manipulation and prompting further scrutiny as proceedings continue to determine liabilities and penalties.
https://economictimes.indiatimes.com/markets/stocks/news/sebi-cracks-down-on-elitecon-international-bars-promoters-from-market-for-manipulation/articleshow/129923758.cms
Sebi passed an interim order against Elitecon International and barred key promoters over alleged misleading disclosures, governance lapses and suspicious trading. The regulator flagged unusual price movements, irregular shareholding changes and discrepancies in operations, signalling possible manipulation and prompting further scrutiny as proceedings continue to determine liabilities and penalties.
Bulls to return after March massacre? Elara sees limited downside for Nifty after 11% crash amid Iran-US war
https://economictimes.indiatimes.com/markets/stocks/news/bulls-to-return-after-march-massacre-elara-sees-limited-downside-for-nifty-after-11-crash-amid-iran-us-war/articleshow/129923863.cms
After an 11% March crash driven by the escalating Iran–US conflict, Elara Securities says the Nifty may have limited downside ahead. Historical data shows conflicts typically cap drawdowns near 10%, and with valuations now 7% below long-term averages, the brokerage expects a potential rebound as risks gradually ease.
https://economictimes.indiatimes.com/markets/stocks/news/bulls-to-return-after-march-massacre-elara-sees-limited-downside-for-nifty-after-11-crash-amid-iran-us-war/articleshow/129923863.cms
After an 11% March crash driven by the escalating Iran–US conflict, Elara Securities says the Nifty may have limited downside ahead. Historical data shows conflicts typically cap drawdowns near 10%, and with valuations now 7% below long-term averages, the brokerage expects a potential rebound as risks gradually ease.
RBI's net short position rises to $77 billion in Feb as it defends rupee
https://economictimes.indiatimes.com/markets/stocks/news/rbis-net-short-position-rises-to-77-billion-in-feb-as-it-defends-rupee/articleshow/129938605.cms
The Reserve Bank of India's net short position in forwards rose to $77 billion in February. This move impacts the central bank's capacity to protect the rupee. The forward book is projected to exceed $100 billion. This situation affects foreign exchange reserves and rupee liquidity. The market now closely watches import cover levels.
https://economictimes.indiatimes.com/markets/stocks/news/rbis-net-short-position-rises-to-77-billion-in-feb-as-it-defends-rupee/articleshow/129938605.cms
The Reserve Bank of India's net short position in forwards rose to $77 billion in February. This move impacts the central bank's capacity to protect the rupee. The forward book is projected to exceed $100 billion. This situation affects foreign exchange reserves and rupee liquidity. The market now closely watches import cover levels.
Risk off! Banks opting to lend to prime customers
https://economictimes.indiatimes.com/markets/stocks/news/risk-off-banks-opting-to-lend-to-prime-customers/articleshow/129938588.cms
Banks are now favouring borrowers with top credit scores. This shift reflects caution in lending. New customers are also getting fewer loans. Despite this, the overall credit market is improving. Asset quality is better. Gold loans are seeing a surge in volume and value. They now lead retail lending.
https://economictimes.indiatimes.com/markets/stocks/news/risk-off-banks-opting-to-lend-to-prime-customers/articleshow/129938588.cms
Banks are now favouring borrowers with top credit scores. This shift reflects caution in lending. New customers are also getting fewer loans. Despite this, the overall credit market is improving. Asset quality is better. Gold loans are seeing a surge in volume and value. They now lead retail lending.
Corp insurance premiums fall up to 80% this season
https://economictimes.indiatimes.com/markets/stocks/news/corp-insurance-premiums-fall-up-to-80-this-season/articleshow/129938598.cms
Corporate insurance premiums are falling sharply this renewal season. Property and commercial lines are witnessing steep declines. Intense competition and increased underwriting capacity are driving these price drops. Experts warn this trend could impact industry profitability. Buyers are benefiting from lower costs across various insurance segments. This market softness is unprecedented, affecting all business lines.
https://economictimes.indiatimes.com/markets/stocks/news/corp-insurance-premiums-fall-up-to-80-this-season/articleshow/129938598.cms
Corporate insurance premiums are falling sharply this renewal season. Property and commercial lines are witnessing steep declines. Intense competition and increased underwriting capacity are driving these price drops. Experts warn this trend could impact industry profitability. Buyers are benefiting from lower costs across various insurance segments. This market softness is unprecedented, affecting all business lines.