S&P 500, Nasdaq close at records on tech lift, Iran peace talk hopes

Indian markets saw a positive trend as US indices, S&P 500 and Nasdaq, hit record highs. Intel shares surged, driving semiconductor stocks higher. Hopes for peace talks between the US and Iran also fueled optimism. Investors are now keenly awaiting the Federal Reserve meeting for clues on interest rates. Strong corporate earnings are supporting the […]

Jane Street’s $40 billion trading haul tops rivals, sources say

Jane Street, a leading market maker, achieved a record $39.6 billion in net trading revenue last year, surpassing rivals like Citadel Securities and Hudson River Trading. This surge was fueled by market volatility and a significant boost from its investments in private startups, including AI firm Anthropic.

Oil prices end volatile session mixed but up sharply for the week on supply worries

Oil prices experienced significant volatility, ultimately closing higher for the week despite early gains being relinquished. Traders are closely watching potential peace talks between the U.S. and Iran, which could ease supply concerns. However, ongoing disruptions in the Strait of Hormuz continue to fuel fears of renewed military escalation and higher prices.

Sebi plans risk-based calculation for brokers’ variable net worth

The Securities and Exchange Board of India (SEBI) has unveiled plans to overhaul how stockbrokers assess their capital. This innovative strategy will tie capital requirements directly to business risks and client engagement. By fostering a more nuanced, risk-oriented framework, SEBI hopes to ensure that the capital accurately mirrors the broker’s operational scale.

D-Street bears brunt of elusive US-Iran truce

Indian stock markets closed the week with losses. Optimism for a US-Iran truce faded, impacting investor sentiment. Crude oil prices saw a significant spike. IT companies also reported lower-than-expected earnings. Foreign portfolio investors sold shares heavily. Analysts advise caution and gradual investment as markets face hurdles.

JP Morgan Turns Bearish, Flags Earnings Risks

JP Morgan has downgraded India to neutral. Elevated valuations and earnings risks are cited. HSBC also downgraded India. Inflationary pressures and demand concerns may impact growth. India’s historical premium is facing challenges. Other emerging markets offer cheaper entry points for similar growth.

Sebi plans risk-based calculation for brokers’ variable net worth

In a groundbreaking initiative, the Securities and Exchange Board of India is set to revamp the variable net worth calculation method for stockbrokers. This reform is designed to align capital adequacy with the actual risks of their operations and the size of their client pool.

Sumitomo Mitsui infuses Rs 1,075 cr into NBFC arm

Japanese conglomerate Sumitomo Mitsui Financial Group has injected ₹1,075 crore into its Indian arm, SMFG India Credit. This follows a significant ₹3,000 crore infusion in December 2024. SMFG India Credit’s assets under management reached ₹64,100 crore by December 2025. The group also increased its stake in Yes Bank to 24.2% in September 2025.