Zerodha CEO Nithin Kamath urges IPO investors to track lock-in expiries, warning that post-expiry selling by large shareholders can pressure stocks. He also highlights regulatory limits on broker growth, including SEBIs 15% open interest cap.
Sebi extended the deadline for implementing additional mutual fund distributor incentives to March 1, 2026, citing challenges. The incentives target new investors from B-30 cities and new women investors, while all other provisions of the November 2025 circular remain unchanged.
European shares deepened their pullback on Thursday as investors recalibrated bets following a strong start to the year, with geopolitical risks and major earnings updates in focus.
Indian equity markets experienced sharp profit-taking, with the Nifty slipping below the crucial 26,000 mark and breaching 25,950, signaling heightened near-term volatility. Experts anticipate this uncertainty to persist until early next week, awaiting U.S. Supreme Court developments. A potential downside to 25,700 is noted if the Nifty sustains below 26,000.
Asian equities have started 2026 strongly, driven by fiscal expansion in developed markets and persistent geopolitical tensions. Rising commodity prices, particularly base metals, are linked to AI-driven demand. Investor Manishi Raychaudhuri remains positive on Asian equities, with a selective overweight on India, favoring financials, discretionary consumption, commodities, and industrials.
Shares of NALCO fell on Thursday, ending a four-day, 14% rally, as profit booking hit Indias metals sector. All 15 stocks on the Nifty Metal index traded lower amid cooling global commodity prices and stretched valuations.
Speculation about changes to insurance commissions is back on Dalal Street. This is raising concerns for distributors and insurers. Analysts warn that stock prices might not fully reflect these potential regulatory shifts. While the December quarter shows strong momentum for insurers, especially in health and term plans, any commission cuts could hurt volumes. Policybazaar also faces uncertainty.
