What changed
SEBI wants bond investors to see credit risk before they buy—mandatory colour-coded risk labels are coming for debt securities.
FPI flow story is split: top FPIs outran Nifty and Sensex in Q1, but SEBI data shows FPIs were the biggest anchor sellers in IPO 30-day windows.
Rupee pinned at 95.44 with RBI support while Japan’s yen intervention puts BOJ rate path in focus. Nikkei gains on softer US inflation, China/HK slip on tight liquidity.
So what? Cautious open likely. Nifty below 24,350, RBI defending rupee, SEBI risk rules and FPI anchor selling keep sentiment range-bound. Watch Nifty 24,300.