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Dinesh Pant
Today9 stories · 9 articles
Net tone● +11% today
Market check
Developing5 storylines
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Policy● mixedETMarkets Smart Talk| F&O STT, UPI charges and trading costs: Sandeep Neema on the hidden drag on retail returnsSandeep Neema discussed F&O STT, UPI charges and trading costs as drags on retail returnsF&OUPIStockbrokers
● mixeda16z’s Raghu Raghuram on India’s AI potential; insurance cos navigate new proposala16z’s Raghu Raghuram said India can build frontier AI companies using its talentAIBrahma AISarvam AI
Deal▲ bullishRafale Deal Won't Slow Tejas Mark 1A Development, Says Defence SecretaryDefence Secretary Rajesh Kumar Singh said the Rafale deal will not slow Tejas Mark 1A developmentDefenceAircraft ordersStrategy
Policy● mixedUP targets ₹5 lakh crore in annual exports by 2030 from ₹2 lakh crore now: Piyush GoyalUttar Pradesh targets annual exports of ₹5 lakh crore by 2030, up from ₹2 lakh crore nowTrade dataEconomic growthGDP
▲ bullishETMarkets Smart Talk | 2-3 crore wealth creators could enter PMS: Sandeep Jethwani on PRIM and India’s wealth boomSEBI’s PRIM framework lowers the PMS entry limit to ₹25 lakhPRIMSEBIMutual funds
Policy● mixedUttar Pradesh has emerged as preferred investment destination: Piyush GoyalPiyush Goyal said Uttar Pradesh has emerged as a preferred investment destinationManufacturingEconomic growthMaharashtra
Broker call● mixedETMarkets Smart Talk | The next 12 months may be about capital saved, not returns made: Praveen JagwaniPraveen Jagwani urges investors to prioritize capital preservation over high returnsMarket valuationsGlobal marketsGold
Leadership● mixedLIC left with two serving MDs as Dinesh Pant joins Irdai as actuary memberDinesh Pant was appointed IRDAI whole-time director, actuary, leaving LIC with two serving managing directorsIRDAILICLife insurance
Policy▼ bearishWho Absorbs UPI MDR? NSE CEO Rules Out Govt Talks As 0.02% Fee On Capital Markets Nears KickoffNSE CEO Ashish Chauhan said there were no government talks on the new UPI MDRNSEUPIFintech and payments
Market move● mixedNSE chief says FPI equity withdrawals may reverse when AI boom peaksFPIs pulled money from Indian equities amid global AI-driven movesFII flowsAINSE
Expansion● mixedKraken’s parent Payward is betting billions on becoming financial infrastructure, not just a crypto exchangePayward is unifying trading, payments, asset management and institutional services on common railsCrypto exchangesCryptoInfrastructure
Market move● mixedRBI Deputy Governor Poonam Gupta says Indian bonds have outperformed while equities lagIndia’s bond market has outperformed many other nations in recent years, Gupta saysG-secsBond yieldsRBI
Leadership● mixedRBI appoints Suman Ray as Executive DirectorRBI appointed Suman Ray as Executive DirectorRBIBanks
Policy▲ bullishFrom synthetic graphite to PCBs: Ashwini Vaishnaw says India is going deeper into smartphone manufacturingIndia is moving beyond smartphone assembly to making more components and materialsElectronics manufacturingManufacturingSemiconductors
Leadership● mixedACC Approves Key Appointments: Anand Singh, Srikant Nagulapalli Get Finance Ministry PostsVipin Kumar was appointed Additional Secretary in the Department of Rural DevelopmentFinance Ministry
Expansion● mixedKarnataka, Singapore deepen investment ties; CapitaLand eye expansion: MB PatilKarnataka plans to deepen economic collaboration with Singapore, particularly in advanced industriesGlobal marketsChip plantsMalaysia
Expansion● mixedIndia is going deeper into smartphone manufacturing, beyond final assembly: Ashwini VaishnawElectronics manufacturingSemiconductorsManufacturing
Leadership● mixedDinesh Pant and Girija Subramanian appointed as IRDAI membersLIC managing director Dinesh Pant stepped down after the government approved his voluntary retirementIRDAIInsuranceLIC
Leadership● mixedHDFC Bank CEO Announcement Live Updates: New MD & CEO appointment expected soonHDFC Bank is expected to announce its next MD and CEO soonHDFC BankPrivate banksBanks
Market move▼ bearishNifty could fall further unless oil prices ease or Q2 earnings bring relief, says JM Financial analystA close below 23,070 would confirm fresh Nifty lows, with 22,500 as the next supportNifty and SensexCrude oilJM Financial