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Dinesh Pant
Today9 stories · 9 articles
Net tone● +11% today
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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
● mixedReforms, global investments to drive Uttar Pradesh to $1-trillion economy by 2029: UP minister Dayashankar SinghEconomic growthGDPMaharashtra
Leadership● mixedGovernment approves LIC managing director Dinesh Pant’s voluntary retirementDinesh Pant’s retirement took effect on September 24, 2026LICLife insuranceInsurance
Legal● mixedSC plea seeks criminal prosecution of CEC Gyanesh Kumar over SIR decisionsA petition in the Supreme Court seeks criminal prosecution of Chief Election Commissioner Gyanesh Kumar over alleged statutory violationsSupreme CourtElection Commission of India
▲ bullishSpecialty Gases Demand Expected To Grow Multifold, Says Waaree Clean Energy CEO Anuj SharmaAnuj Sharma expects specialty-gas demand to grow multifoldSemiconductorsSolar manufacturingWaaree Energies
Legal● mixedTata Sons battle: Abhishek Manu Singhvi vs Harish Salve. Who said whatAbhishek Manu Singhvi and Harish Salve held divergent views on Tata Sons’ regulatory path to becoming publicTata SonsTata GroupRBI
Policy▲ bullishUS, India should intensify efforts to conclude "historic" trade deal, lower tariffs: USIBC President Atul KeshapUSIBC urged the US and India to conclude a trade deal and lower tariffsTrade dealsUS tariffsTrade and tariffs
● mixedGyanesh Kumar removal row: How can Chief Election Commissioner be removed?Opposition parties are preparing a fresh removal motion against CEC Gyanesh KumarElection Commission of India
● mixedCan CEC Gyanesh Kumar be removed? Impeachment rules, process and past attempts | ExplainedCEC removal follows a process similar to removing a Supreme Court or high court judgeSupreme Court
Deal▲ bullishGoyal says India-US trade deal is done, but execution awaits competitivenessPiyush Goyal said the India-US bilateral trade agreement is on the verge of completionTrade dealsTrade and tariffsUS tariffs
▼ bearish‘Bigger concern is future availability of manganese ore’Manish Sarda says the bigger concern is future availability of manganese oreMiningMetals and miningCritical minerals
Policy● mixedNithin Kamath flags regulatory risk for broking and other financial businessesZerodha co-founder Nithin Kamath called **regulatory risk** the biggest threat to regulated financial businessesStockbrokersIRDAIInsurance distribution
Policy▲ bullishBanks may deploy FCNR(B) liquidity as festive-season credit demand risesBanks are expected to deploy additional FCNR(B) liquidity in the coming monthsBanking liquidityFestive seasonCredit growth
Policy● mixed16th Finance Commission formula gives excessive weight to GSDP than need: UP finance ministerUttar Pradesh Finance Minister Suresh Kumar Khanna said the formula gives excessive weight to GSDP over needGDPEconomic growthFinance Ministry
● mixedSafety most important in managing forex reserves says RBI Deputy Governor Rohit JainRBI Deputy Governor Rohit Jain said safety is the highest priority for forex reservesForex reservesRBIRupee
Broker call▲ bullishSanjay Parekh says market may bottom soon; why Sohum Asset Managers is focusing on largecapsSohum Asset Managers’ Sanjay Parekh says much of the recent market pressure may already be priced inMarket valuationsNifty and SensexCrude oil
Market move● mixedNSE sees gold receipts becoming a big business in the next three yearsNSE Chairperson Srinivas Injeti said electronic gold receipts could gain traction over the next three yearsNSEGoldGST
● mixedCJP threatens nationwide protests from October 2 unless CEC Gyanesh Kumar resignsCJP says protests will begin October 2 if Gyanesh Kumar does not resignCBI
● mixedIndia should recycle copper as a strategic intervention to build reserves, says global copper body’s Indian armIndia needs to build copper reserves, says Mayur KarmarkarCritical mineralsMetals and miningBase metals
Broker call▲ bullishNSE earnings CAGR could grow 15%, says Emkay's Avinash SinghEmkay Global's Avinash Singh projects over 15% long-term earnings CAGR growth for NSENSEEmkay Global Financial ServicesStock exchanges
● mixedDemand holding strong, but $100 crude oil a key risk to watch, says Pidilite MDPidilite MD Sudhanshu Vats says domestic demand remains strong across categoriesPidilite IndustriesCrude oilInput costs