Sebi
39 articles tagged sebi
Policy Pulse - Ministries & Regulators - 13 Oct 2026
The Finance Minister said the government will hear views on removing LTCG tax and reframing STT, a debate that lifted the Sensex 1,109 points and the Nifty IT index 5.22%, positive for BSE, ANGELONE and CDSL. BEL disclosed Rs 533 crore of new orders, Polycab fell 5% as the NSE ended its F&O contracts, and the Army inducted 450 loitering munitions from Solar Industries' unit.
Policy Pulse - Ministries & Regulators - 09 Oct 2026
The RBI raised daily CRR maintenance to 99% and lined up Rs 25,000 crore of bond sales, negative for rate-sensitive NBFCs and bond-funded lenders; SEBI mandated a colour-coded credit risk-o-meter, positive for CRISIL and ICRA; and a 30% cap on cancer-drug trade margins lifted Apollo Hospitals and Fortis while TCS led a 3% Nifty IT rally.
Policy Pulse - Ministries & Regulators - 07 Oct 2026
The RBI hiked the repo rate 25 basis points to 5.50 percent, changed its stance to calibrated tightening and revised FY27 GDP up 40 basis points to 7.1 percent, sending the Sensex down 429 points to 72,638.70 - negative for LICHSGFIN, PNBHOUSING, DLF and MARUTI but positive for HDFCBANK, ICICIBANK and SBIN on net interest margin. The 57th GST Council slipped a second time to October 8 with a proposed 17-day export refund clock, positive for SUNPHARMA, CIPLA and INFY, SEBI exempted eligible AA-minus issuers from the merchant-banker requirement on private-placement debt, positive for PFC, RECLTD and BSE, and L&T won a 5,000-10,000 crore main-plant notice to proceed for the 2x800 MW Chandrapura thermal project.
Policy Pulse - Ministries & Regulators - 06 Oct 2026
The Ministry of Defence signed a Rs 661.50 crore BrahMos fire-control and launcher contract for Indian Navy ships at a minimum 68% indigenous content - BEL and LT are the inferred beneficiaries because PIB names no listed company. The RBI decides rates tomorrow with a 25 basis point hike to 5.50% near-fully priced, the 57th GST Council was rescheduled for a second time to October 8, and SEBI is reported to be partly reversing the Closing Auction Session for derivatives settlement, a positive for BSE, ANGELONE and MOTILALOFS. Trent's 23% Q2 revenue beat drove a 12.6% surge to a Rs 1.5 trillion market cap while Coal India and Tech Mahindra led the day's losses as the Sensex closed 685 points higher at 73,067.81.
Policy Pulse - Ministries & Regulators - 05 Oct 2026
The RBI's MPC opened a three-day meeting with roughly 60% of polled economists expecting the first repo hike since February 2023 - a 25bp move to 5.50% on October 7 that would pressure LICHSGFIN, DLF and MARUTI - while the 57th GST Council meets the same day with a pre-announced compliance, refunds and ITC package that is positive for SUNPHARMA, WELSPUNLIV and PAYTM. SEBI's Project Jagrook went live on every broker website today, and the Rs 80,000 crore Project-75(I) submarine programme with TKMS reached final approval stage as the clearest single positive for MAZDOCK.
Policy Pulse - Ministries & Regulators - 02 Oct 2026
India is in the final stages of approving a ₹80,000 crore Project-75(I) submarine deal with Germany to be built by MAZDOCK with ThyssenKrupp, while the MoD inked a ₹810.79 crore SAT-SAAW contract with BDL. September power shortages hit a three-year high at 560 million kWh, and the Section 11 order forcing 112 private captive coal plants to run flat out and sell into exchanges is now live — positive for COALINDIA, NTPC and TATAPOWER. September GST rose 14.7% to ₹2,03,521 crore but on a record-high import share, and RBI eased bank shareholding norms for mutual funds, insurers and pension funds.
Policy Pulse - Ministries & Regulators - 01 Oct 2026
The Finance Ministry cut the diesel and ATF export levy for a second fortnight, positive for IOC, BPCL and RELIANCE, as GST crossed Rs 2 lakh crore for a third month and the manufacturing PMI hit a seven-month high of 55.1. SEBI cleared corporate bond index futures for the NSE, the AMCA prototype RFP closed on 30 October with LT, BEL, BHARATFORG, BEML and DATAPATTNS named in the three shortlisted consortia while HAL did not qualify, and the rupee closed at 96.31 into a live RBI hike risk on October 7.
Policy Pulse - Ministries & Regulators - 30 Sep 2026
The CGA put the fiscal deficit at 41.9% of the FY27 target with five months gone, the RBI reported a record $200bn net forward dollar book as the concessional FCNR(B) window closed, and SEBI's Pandey rebuilt FPI onboarding rails while confirming no exchange interoperability and no changes outside the CAS paper. BSE replaced Wipro in the Nifty 50, the Andaman offshore mineral auction returns on October 1, and SEBI's 215th Board rewrote PMS regulations for MOTILALOFS and BSE.
Policy Pulse - Ministries / Regulators - 16 Sep 2026
NPCI's 0.4% MDR on merchant UPI above Rs 2,000 from October 15 opens a Rs 22,000 crore revenue pool by FY28 - PAYTM hit a 52-week high of Rs 1,855.50 while acquiring banks SBIN and AXISBANK led the gainers. SEBI gave arbitrage funds a 1% unhedged leeway to revive the closing auction, and BIS's 67% hallmarking fee hike sent KALYANKJIL and PCJEWELLER down 4-5%.
Policy Pulse - Ministries/Regulators - 11 Sep 2026
NSE priced its IPO at Rs 1,700-1,785 (~Rs 22,562 crore, opens Sep 17, listing circa Sep 24) with the issue down about 15% - a re-rating trigger for BSE and ANGELONE. Record August SIP flows of Rs 32,297 crore and Rs 87.08 trillion MF AUM lift HDFCAMC and NAM-INDIA, while Brent above USD 100 drives oil-marketing margins to Rs -5/litre petrol and Rs -23/litre diesel (IOC, BPCL, HINDPETRO negative).
Policy Pulse - Ministries/Regulators - 10 Sep 2026
SEBI keeps the Closing Auction Session but will rework derivatives settlement pricing, and revises commodity derivatives position limits (MCX). NSE IPO price band due Sep 11 with the issue trimmed to about Rs 23,000 crore and an ISIN freeze from Sep 11 (BSE, ANGELONE, MOTILALOFS). Man Industries won about Rs 600 crore of orders. Sensex +138 to 74,902.59; defence was the worst sector.
Policy Pulse - Ministries/Regulators - 09 Sep 2026
Record day: six mainboards open together (~Rs 4,400 cr, first time in ~30 yrs); Manipal Payment 0.17x on day 1 (GMP +10%); Torrent Gas files 100%-OFS IPO papers. BSE, ZERODHA, ANGELONE benefit (inferred).
Policy Pulse - Ministries/Regulators - 08 Sep 2026
DAC clears Rs 1.1 lakh crore of AoNs (98% domestic, Sep 7): HAL and BEL are the key beneficiaries, defence stocks +2.5%. SEBI ETF framework live Sep 7, FPI G-Sec compliance eased; BoB to sell 35% NSE stake; Deepa Jewellers lists +25%.
Policy Pulse — Ministries & Regulators — 25 Aug 2026
SEBI study reveals 88% F&O trader losses; PLI 2.0 mobile scheme favors scale players like Dixon
Policy Pulse — Ministries/Regulators — 21 Aug 2026
Data Patterns wins Rs 586 cr BEL radar order; Apollo Micro gets Rs 81 cr defence order; SEBI study shows 88.5% of young F&O traders lost money in FY26
Policy Pulse — Modi & Trump — 19-20 Aug 2026
Trump pauses 50% Canada tariffs (Section 338), Modi appeals for economic self-reliance, SEBI modifies disclosure framework, RBI MPC minutes signal possible rate hike
Policy Pulse — Ministries & Regulators — 14 Aug 2026
SEBI's accredited-investor consultation (manager-led, 4-lakh pool) + OBPP bond-platform circular + Shiprocket/Behari Lal IPOs close at 80x subscription — BUY BSE, watch MOTILALOFS/ZERODHA; Nifty down 4th day on crude
Policy Pulse — Ministries & Regulators — 13 Aug 2026
Tata Motors Q1 PAT +83% lifts Tata complex; SEBI BRSR value-chain ESG mandate (FY26-27); Shiprocket IPO closes Aug 14 at retail ~10x, GMP ~35%
Policy Pulse — Ministries & Regulators — 10 Aug 2026
SEBI resets broker-inspection framework (risk-based, joint inspections, FY27 target cut to one-third) — tailwind for compliant big brokers/exchanges; market flat but resilient
Policy Pulse — Ministries & Regulators — 07 Aug 2026
NSE issues Authorised Persons consultation (comments by Aug 27) — AP-heavy brokers face compliance reshuffle, exchanges/incumbents benefit. RBI on hold (recap). PSU banks +2% led Aug 6 close.
Policy Pulse — Ministries & Regulators — 06 Aug 2026
SEBI FY27 agenda: LODR review, SLB revamp, fast-track AIF, corporate-bond tokenisation pilot, Jagrook. Buy-back open-market route live (Aug 1, <15% cap). Defence stocks fire (HAL, BEL, GRSE); PSU banks lead; Sensex +374, Nifty flat on CAS/expiry. Q1 earnings drive moves (Trent +26%).
Policy Pulse — Ministries & Regulators — 05 Aug 2026
RBI holds repo at 5.25% (neutral), raises FY27 GDP to 6.7%, cuts CPI to ~5%. SEBI CAS divergences; REIT/InvIT DR consultation. Banks neutral (ICICIBANK, KOTAKBANK, SBIN), BSE positive, TCS/HCL weak.
Policy Pulse — Ministries & Regulators — 04 Aug 2026
SEBI Closing Auction Session (CAS) live from Aug 3; windfall tax raised on fuel exports (negative for IOC, BPCL, HPCL, RELIANCE). BSE Q1 profit +62%, Ather +14%, Pidilite +27.7%.
Policy Pulse — Ministries & Regulators — 03 Aug 2026
RBI MPC begins (Aug 5 decision), India PMI at near-5-yr low (53.5), SEBI open-market buybacks live (Aug 1). Watch banks, buyback cash-rich TCS/INFY/ITC.
Policy Pulse — Ministries & Regulators — 31 Jul 2026
India-US pharma deal exempts Indian generics from Section 232 (BUY SUNPHARMA, DRREDDY, CIPLA). SEBI Stock Brokers Regulations 2026. Nifty Pharma +0.7%.
Policy Pulse — Ministries & Regulators — 29 Jul 2026
SEBI PMS overhaul consultation paper. Market rallies +889 pts led by IT (+2.55%), HUL (+4.70%), INFY (+4.50%). NSE removes Exide from F&O.
Policy Pulse — Ministries & India Markets — 28 Jul 2026
SEBI PMS overhaul opens MF-only category (MOTILALOFS, HDFCAMC bullish); Nifty IT rallies 3.7% on reverse AI trade (TCS, INFY, COFORGE); BEL Q1 profit +8.2% with ₹72K cr order book; HUL -7% on profit miss; Coal India flat. Full stock impact inside.
Policy Pulse — Ministries — 24 Jul 2026
SEBI proposes PMS overhaul — foreign investments, unhedged shorts, MF-only PMS. HCL Tech announces ₹14,257 cr AI data centre in Odisha. Markets fall for 5th straight day. Stock impact: BUY PMS providers/AMCs/exchanges/HCLTech, SELL INFY/INDIGO.
Policy Pulse — Ministries & Regulators — 23 Jul 2026
SEBI proposes sweeping PMS overhaul — foreign securities, MF-only PMS, higher derivatives flexibility. Major positive for MOTILALOFS (largest listed PMS), HDFCAMC, NIPPONLIFE (MF-PMS channel), brokerages (ANGELONE, ZERODHA). SEBI also proposes ODR revamp (BSE beneficiary) and considers reducing upfront cash margins.
Policy Pulse — Ministries & Regulators — 22 Jul 2026
RBI collateral norms (100% BG) ongoing impact — negative for exchanges (BSE, MCX) & brokerages (Angel One, Zerodha, IIFL), positive for banks (HDFC Bank, ICICI). SEBI buyback rule amendment positive for cash-rich cos (TCS, Infy, ITC, Coal India). SEBI enforcement action on Pace Stock Broking.
Policy Pulse — Ministries & Regulators — 21 Jul 2026
SEBI operationalises promoter share freeze for buybacks (Aug 1 deadline) — revived open market route; RBI FCNR flows at 0.72B; 230 products shortlisted for indigenisation (89B import substitution target). Impact: 🟢 BUY TCS, INFY, ITC, HDFCBANK (buyback), DIXON, HAL, BEL (indigenisation), SBI (FCNR)
Policy Pulse — Ministries — 20 Jul 2026
📉 Indian markets: Nifty -0.39% amid Iran tension. PSU banks rally on Q1 beats (PNB +5.7%, Union Bank +4.4%). Private banks tank (Axis -5.4%, HDFC -5.1%). Pharma defensive rotation +1%. Space sector boost from Skyroot launch. RBI capital norms still pressuring NSE/BSE/brokerages.
Policy Pulse — Ministries — 17 Jul 2026
SEBI buyback amendment (Aug 1) positive for TCS, INFY, ITC, COALINDIA, ONGC. RBI CME norms negative for BSE, ANGELONE, ZERODHA, IIFL, MOTILALOFS. Markets rally 1.25% ahead of bank earnings.
Policy Pulse — Ministries — 16 Jul 2026
SEBI buyback amendment (Aug 1) positive for cash-rich TCS, INFY, ITC. DAC clears ₹52K cr defence — buy HAL, BEL, BDL, Data Patterns, Apollo Micro.
Policy Pulse — Ministries — 14 Jul 2026
SEBI's stricter conflict-of-interest rules and DPIIT's enhanced FDI approval SOP improve India's regulatory transparency — banking stocks (HDFCBANK, ICICIBANK, BAJFINANCE) benefit from clearer foreign investment pathways.
Policy Pulse — Ministries — 10 Jul 2026
RBI's new collateral norms (100% margin on bank guarantees to brokers) squeeze trading volumes since Jul 1. SEBI revives open-market buyback route effective Aug 1. SEBI reforms ETF pricing framework. Defence Ministry confirms ₹2L Cr contract signing target for FY26. NBCC reports ₹1.2L Cr order book.
Policy Pulse — Ministries — 08 Jul 2026
FM Sitharaman pushes toy exports to capture 25% of 79B global market. SEBI mandates FPI fees in INR, issues insider trading warning to Reliance, and reintroduces open market buyback framework.
Policy Pulse — Ministries — 07 Jul 2026
DAC approves ₹52,000 Cr defence procurement (BEL, HAL, BDL, PARAS). India-EU FTA legal scrubbing accelerated — textile/pharma boost (TRIDENT, WELSPUN, DRREDDY). SEBI buyback cap at 15% from Aug 1. SEZ RoDTEP extension.
Policy Pulse — Ministries & Regulators — 06 Jul 2026
India-UK CETA effective Jul 15 — CFOs expanding capacity for textile, auto components, gems & jewellery export boom. SEBI reintroduces open market buyback from Aug 1. India exports set to cross $500B in FY27. Stocks: RAYMOND, WELSPUN, INDOCOUNT, CEAT, BHARATFORG, TITAN, PCJEWELLER.