Banks treasury gains, boosted by open market operations and softening yields in the first quarter, are expected to decline significantly in the second quarter. Rising yields and the absence of OMOs will negatively impact bond investment earnings. Analysts anticipate muted gains compared to the previous quarter, potentially leading to mark-to-market losses for some institutions.

Indian financial regulators, including Sebi and RBI, are collaborating on policies to promote corporate bond index derivatives trading, aiming to boost trading volumes. Sebi emphasizes the need to popularize corporate bond trading, which currently lags significantly behind equity market activity. Outstanding corporate bonds have surged from ₹17.5 trillion in FY15 to ₹53.6 trillion in March 2025, indicating growth potential.

Indian equity indices experienced a decline of nearly 0.5% on Friday, ending a three-day winning streak due to US sanctions relief revocation concerning the Chabahar port. Despite Friday s dip, the indices concluded the week 0.8% higher, marking the third consecutive week of gains. Investors engaged in profit booking amidst tariff negotiation uncertainties, influencing market caution.

SEBI has proposed that Alternative Investment Funds (AIFs) should report the value of their units to depositories. This move aims to leverage the depository infrastructure, requiring AIFs to maintain updated Net Asset Value (NAV) of units issued to investors. The NAV of all units must be uploaded within 15 days of investment portfolio valuation.

India s foreign exchange reserves have surpassed $700 billion, reaching $702.966 billion after a $4.698 billion increase in the week ending September 12, according to RBI data. These reserves provide import cover for approximately 11.5 months.

Wall Street s main indexes closed higher on Friday, securing a weekly gain fueled by FedEx s strong earnings and positive sentiment in the technology sector. Optimism surrounding AI-linked stocks and the Fed s anticipated rate cuts further boosted the market. However, concerns arose from a blocked funding bill and Lennar s disappointing forecast, adding a layer of caution to the overall positive trend.

Ganesh Consumer Products raised Rs 122 crore from anchor investors ahead of its Rs 409 crore IPO opening on September 22. Marquee domestic and global funds subscribed shares at Rs 322 per share.

BNP Paribas sold 65,610 Force Motors shares worth Rs 122 crore via a bulk deal at a 2% discount. Despite the sale, the stock remains a strong multibagger performer.

Despite the Sensex dropping 387 points to 82,626 on Friday, seven BSE 200 stocks hit fresh 52-week highs, signaling strong momentum. Breakouts in Adani Power, Maruti Suzuki, Eicher Motors, Hyundai, JSW Steel, Ashok Leyland, and Eternal highlighted investor optimism.

Indian government bonds fell for a second consecutive week, after hawkish commentary from the U.S. central bank pushed up Treasury yields, while continued worries over debt supply further dented investor appetite.