Equity margin funding rebounded in April, with the average MTF book reaching ₹1.14 lakh crore, signaling renewed investor confidence after March’s sell-off. This surge was driven by a strong recovery in mid- and small-cap stocks, encouraging leveraged bets as markets showed signs of a short-term bottom. Regulatory shifts in derivatives may have also redirected traders towards margin funding.
IT stocks see tactical rotation as banking fatigue triggers sector shift: Dhananjay Sinha
The Indian IT sector’s recent interest is seen as tactical, not structural, as banking stocks show fatigue. Rising crude oil prices are driving inflation, potentially