Sanjay Bakshi emphasizes the importance of having a disciplined approach to investing by constructing filters to reject stocks that don’t make sense. He highlights the behavioral challenges of investing and the necessity of focusing on business analysis over market analysis. He also notes the growth potential in India’s expanding market, advising investors to concentrate on high-quality businesses.
Sebi to revamp short-selling, securities lending rules
Sebi is reviewing short-selling and securities lending rules to improve liquidity and price discovery. The regulator is also planning reforms in clearing, broker compliance, custodial