Market pulse › Fintech and payments
Fintech and payments
Today10 stories · 24 articles
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Broker call▲ bullishShould one buy the PB Fintech dip? Bernstein sees 91% upside but here's what others saidBernstein sees 91% upside in PB FintechPB FintechDigital lendingBernstein
Market move▼ bearishPB Fintech: the risk was known. Investors chased the stock anywayPB Fintech’s stock corrected sharply amid a known regulatory riskPB FintechMarket valuationsStockbrokers
Broker call● mixedPB Fintech shares: Macquarie target on battered stock hints at 67% upsidePB Fintech
Broker call● mixedPB Fintech Faces 38% FY30 Profit Hit Under 'Max Pain' Scenario; Bernstein Still Sees 91% UpsideBernstein's 'max pain' scenario puts PB Fintech FY30 profit at around Rs 20 billion, down from Rs 32 billionPB FintechBernstein
Broker call▲ bullishPB Fintech share price can rise 91%, Bernstein projects in its bullish call; Here's whyBernstein sees PB Fintech's direct costs reducing meaningfully in FY28 before normalcy returnsPB FintechBernstein
Policy● mixedIRDAI faces pushback over proposed caps on insurance distribution costs, impacting fintech and insurer stocksIRDAIInsurance distributionInsurance
● mixedMobile retailers plan October 2 protest against proposed 0.4% UPI MDRRetailers across India plan to observe October 2 as “No UPI Day”UPIRetail
Legal● mixedSupreme Court to hear challenge to MDR on UPI merchant payments above ₹2,000The Supreme Court will hear the plea on MondayUPISupreme Court
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 MDRNSEUPIStock exchanges
Market move▼ bearishNew-Age Tech Stocks: Insurtech Sell-Off Drags Combined M-Cap Down By $3.6 Bn This WeekNew-age tech stocks’ combined market capitalisation fell $3.6 billion this weekPB FintechTurtlemintIRDAI
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
Policy● mixedNSE chief says no government talks on UPI MDR; brokers and clients should resolve disputeNSE CEO Ashish Chauhan said there have been no government talks on a new UPI MDRNSEUPIStock exchanges
Deal● mixedMonzo discusses sale to Nubank at about £10 billion valuationMonzo is in talks with Brazil’s Nubank about a saleUnited KingdomStartups and VC
● mixedRepeated ₹2,000 UPI payments for one purchase? Your bank could flag the pattern: What it meansUPIBanks
● mixedMoneycontrol Startup Conclave: AI valuations are definitely overstated, says PhonePe CEO Sameer Nigam on AI hypePhonePeAIMarket valuations
Market move▼ bearishRout in PB Fintech stock deals Rs 11,000 crore blow to mutual fundsPB FintechMutual fundsMutual fund flows
● mixedGlobal tourism enters a digital era: WEF highlights role of online payments, technology, AIOnline booking platforms help smaller tourism businesses reach customers beyond traditional marketsHotels and travelAI