Markets: what is moving

• SEBI

  ▲ bullish +86%2 stories7 reportsCapital Markets −0.9%

  

  SEBI examines non-agri contract position limits to improve liquidity

  6 sources · 7h

  • The regulator is also working to reduce structural friction in commodity markets
  • Higher commodity-market liquidity could benefit Indian exchanges and brokers
  1. ●Sebi receives 20,000 comments on proposed CAS changes; framework to follow soon1 source · 1h
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• Gold

  ● mixed ±0%1 story1 report

  London Gold Body’s Legal Fight Exposes Threat to Bullion Market

  1 source · 6h

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• FII flows

  ▼ bearish −50%2 stories4 reports

  

  FPIs pull out over ₹35,000 cr in Indian stocks in Sept: Why SEBI’s easier access reforms alone may not help

  2 sources · 23h

  • FPIs withdrew ₹35,860 crore from Indian equities in September
  • They had invested ₹20,200 crore in July and ₹29,630 crore in August
  • Foreign outflows can pressure Indian equities, particularly stocks reliant on overseas portfolio flows
  1. ●RBI Governor sees AI valuation correction as India opportunity but flags global risks2 sources · 9h
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• Nifty and Sensex

  ▼ bearish −67%2 stories3 reportsNifty 50 −0.9%

  

  Fortune India: Boardroom | Indian equities at a crossroads: What comes next?

  1 source · 5h

  • Indian equities face shifting valuations, improving earnings growth and reassessment by global investors
  • Improving earnings could support Indian equities, while valuation shifts matter for listed companies
  1. ▼FPIs pull out over ₹35,000 cr in Indian stocks in Sept: Why SEBI’s easier access reforms alone may not help2 sources · 23h
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• F&O

  ▲ bullish +71%2 stories7 reports

  

  F&O Tracker: Bears stay firm

  1 source · 37m

  1. ▲SEBI examines non-agri contract position limits to improve liquidity6 sources · 7h
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• Market valuations

  ● mixed ±0%3 stories4 reports

  

  Fortune India: Boardroom | Indian equities at a crossroads: What comes next?

  1 source · 5h

  • Indian equities face shifting valuations, improving earnings growth and reassessment by global investors
  • Improving earnings could support Indian equities, while valuation shifts matter for listed companies
  1. ●RBI Governor sees AI valuation correction as India opportunity but flags global risks2 sources · 9h
  2. ●Jio sees base valuation above ₹13 lakh crore despite dull market1 source · 5h
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• Global bonds

  ▼ bearish −33%2 stories3 reports

  

  How the French Bond Trade Backfired on Investors

  2 sources · 7h

  • Hedge funds made leveraged French bond bets over the summer, expecting political conditions to remain stable
  1. ▼As Treasury yields touch generational highs, investors brace for the market fallout1 source · 5h
  Open Global bonds →