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Foreign investors divested ₹4,521 crore from IT and ₹4,036 crore from healthcare stocks in the latter half of September. This selling was driven by concerns over US H-1B visa restrictions and new pharma tariffs, impacting export-oriented sectors. Overall, FPIs sold ₹19,647 crore across 15 sectors during the period.

The Reserve Bank of India is proposing new rules for bank loans. These changes aim to reward good credit habits. Banks will have lower capital requirements for certain loans. This could lead to more lending. Credit card users who pay on time will benefit. Big home loans may see tighter rules. These proposals are for future implementation.

In Tata Capital s IPO, the qualified institutional buyers (QIBs) portion of the non-banking financial company s IPO was subscribed 3.42 times, while the non-institutional investors (NIIs) or high-net-worth individuals portion and the retail investors portion were subscribed 1.98 times and 1.1 times, respectively. The employee reserved portion saw a subscription of 2.92 times.

Clean energy stocks are surging, outperforming major indexes and gold, driven by soaring demand for renewables to power the AI boom. Investors are increasingly recognizing the crucial role of green energy in meeting AI s immense power needs, despite policy shifts. Lower US interest rates are also supporting these capital-intensive sectors.

US stocks have seen a remarkable recovery, mirroring past rallies that often led to further gains. Investors are optimistic, driven by Federal Reserve actions and corporate resilience. However, potential challenges like government shutdowns and trade tensions loom. Upcoming earnings reports will be crucial in determining the market s direction. The tech sector s high valuations also raise some concerns.

Sebi has revamped its block deal framework for T+1 and optional T+0 settlement cycles, introducing defined trading windows and tighter price bands. New norms aim to enhance transparency and efficiency for large trades, with mandatory delivery and enhanced disclosure requirements effective December 8.

Canara Robeco Asset Management Company is set to raise ₹1,326 crore via an offer for sale, reducing its promoter stake to 75%. The equity-driven fund house, with 92% of assets in equity schemes, faces earnings sensitivity to market volatility. Despite a lower profit margin than peers, its IPO valuation is positioned for long-term, high-risk investors.

Speaking to reporters on the sidelines of the Global Fintech Fest here on Wednesday, the Sebi chief likened the planned upgrade in the password systems to Y2K, when computer systems had to be updated from two-digit to four-digit years to avoid failures.

TCS is poised to report a modest sequential revenue increase in dollar terms for the September quarter, following a prior decline. However, operating margins and net profit are anticipated to weaken due to lower employee utilization and the impact of partial salary hikes. Investors will be closely watching for insights into the deal pipeline and future outlook.

The company aims to spend ₹36,000 crore in capital expenditure in the current fiscal. Adani Enterprises first tapped the domestic NCD market last year, where it raised ₹800 crore. This was followed by fund raising of ₹1,000 crore in July this year.