Sebi mandates simplified compliance for listed entities with integrated filing framework

Sebi introduces a new compliance framework for listed entities, integrating governance and financial disclosures into a single filing system starting from December 31, 2024. The updates aim to streamline compliance, reduce filing burdens, and enhance transparency. The framework includes deadlines for various disclosures and new standards for secretarial auditors to ensure accountability.

Power financiers better bets in BFSI space; capex theme still looking good: Amnish Aggarwal

Amnish Aggarwal from Prabhudas Lilladher highlights the favorable position of power financiers in the renewable energy sector, despite high valuations post re-rating. He sees potential in capex-themed sectors like railway, defence, and infrastructure. While financials face mixed prospects, selective stock picking is advised. Consumption sectors, especially staples, may experience pressure in 3Q.