Hexa Nuggets

Sebi's proposal to scrap LTCG tax for foreign investors aims to reverse a $64 billion outflow, but its impact hinges on Brent crude staying below $105 a barrel.

IOC, BPCL and HPCL earned ₹30,106 crore in Q2, but a hike in fuel export taxes and a ₹67,900 crore unpaid subsidy bill question how much will stay with shareholders.

Fresh corporate bond issuance fell 36% last quarter as top-rated Indian companies registered 60% more foreign loans, shifting the market's risk profile.

The central bank accepted sharply higher yields on short-term government bills, pointing to a deliberate tightening of near-term cash conditions despite a recent bond rally.

Record RBI dollar sales are forcing banks to exit profitable US Treasury trades, tightening onshore forex liquidity and raising hedging costs for importers.

The RBI is injecting ₹2.5 lakh crore to ease a cash squeeze, but Brent crude above $115 is pressuring the rupee and reviving rate-hike fears, trapping bonds.

A Rs 6,000 crore contraction in the margin trading facility book is forcing liquidations in smallcaps, amplifying their decline beyond fundamental triggers.

The government's demand for higher dividends from cash-rich PSUs is siphoning off internal cash, raising execution risks for the Rs 99.7 lakh crore private investment pipeline where they are key playe

Yes Bank is withholding payments on its reinstated AT1 bonds, using contractual discretion to defy a Supreme Court order and shifting the resolution burden to regulators.

The Jio Platforms IPO's massive domestic institutional subscription is absorbing capital that had been countering FII selling, leaving a funding shortfall in the secondary market.

SEBI reversed its CAS framework, moving expiry settlement back to a 30-minute VWAP after data revealed the short auction window drew intense option trading and caused volatility.

OYO parent PRISM plans to nearly halve its IPO fresh issue to ₹3,350 crore, betting public markets will reward profitability over capital-raising ambition.

Foreign investors pulled ₹52,100 crore from Indian equities in October, forcing domestic mutual funds and insurers to provide the sole buying counterweight.

A record surge in corporate bond issuance is seeing companies lock in rates ahead of expected RBI hikes, pressuring bank loan growth and margins.

Record bond issuance by NBFCs and a falling listed share of debt signal a structural pivot in corporate funding, pressuring bank net interest margins.

HDFC Life expanded margins after absorbing a new GST levy but is channeling the surplus into distribution and tech, setting a capital allocation benchmark for the life insurance sector.

A 79% jump in underwriting loss and a combined ratio of 107% expose the deteriorating core business of ICICI Lombard, even as a 29% rise in investment income delivered a 15% profit beat.

A global reassessment of AI infrastructure costs has triggered a capital rotation into Indian IT stocks, sending the sector index up 2000 points.

The RBI's measures to drain banking system liquidity have pushed the 10-year bond yield to a three-year high of 7.37%, making fixed income more attractive and fueling foreign investor selling in equit

ICICI Life's Q2 profit beat was overshadowed by a miss on VNB growth, highlighting margin pressure from a regulatory-driven shift towards lower-margin protection plans.