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Impavid Bulletin

markets

SEBI Chairman Tuhin Kanta Pandey emphasized the importance of accessible and efficient capital markets at a recent forum. He highlighted the growth in market capitalisation with significant annual fundraising through equity and debt. The number of investors in West Bengal has dramatically increased, indicating regional market participation. Additionally, various steps have been taken to streamline compliance and fundraising processes for issuers.

Eight Nifty 500 stocks, including IndusInd Bank, Tata Motors and Delhivery, moved from losses to profits in the September 2026 quarter, according to StockEdge's profitability scan.

Silver has plunged more than 58% from its February record high of nearly $120 an ounce to around $50, as profit-booking, weaker industrial demand and shifting macroeconomic conditions weigh on prices. Geojit’s Hareesh V explains what drove the rally, why it unravelled and what could shape silver’s recovery.

S Naren of ICICI Prudential Mutual Fund highlights how only six companies from the 1990 Sensex remain in the benchmark today. At ET Wealth Expo, he explained why beaten-down stocks may never recover and urged investors to distinguish between asset allocation and stock selection, while cautioning against chasing strong past returns.

CDSL reported a 24% year-on-year rise in Q2 net profit to Rs 173 crore, while revenue grew 23.7% to Rs 395 crore. EBITDA margin expanded to 58%. The depository opened around 75 lakh new demat accounts during the quarter, taking assets under custody beyond Rs 89 lakh crore.

The Nifty gained 2% last week, recovering above the crucial 200-week moving average at 22,700. While easing volatility and buying at lower levels support the rebound, bearish momentum indicators suggest caution. Analysts identify 23,300–23,450 as immediate resistance and 22,750–22,525 as key support for the coming week.

NTPC has showcased a strong performance in the second quarter of FY27, with a significant 14% increase in standalone net profit year-on-year. The operational revenue saw a notable rise of 16.8% from the same quarter last year, reflecting solid financial health. An interim dividend of Rs 3 per share was announced for shareholders. In a move to bolster growth, NTPC is also increasing its capital expenditure on pumped storage initiatives.

US Treasuries experienced a notable rise as technology stock selloffs caused a shift towards safer investments. The yield on the benchmark 10-year note had its largest monthly drop in nearly three years. Earnings reports from Amazon and Intel negatively impacted investor confidence amid rising AI costs. Expectations for a December interest rate hike remain high after a recent Federal Reserve meeting.

Sebi is likely to release a consultation paper on foreign investor compliance requirements within weeks, chairman Tuhin Kanta Pandey said. The proposed document will explore aligning Indian norms with global standards amid heavy FII outflows. The regulator is also planning a capacity-building network to strengthen independent directors’ effectiveness.