What changed
Sebi restores 30-minute VWAP for expiry settlements and tweaks the CAS framework. NSE, BSE, Groww and other capital market stocks rise up to 3%.
Yes Bank loses Supreme Court ruling on Rs 8,415 crore AT1 bond write-off. That legal overhang now sits on the bank's capital structure.
US bond yields above 5% keep valuation pressure alive. Watch FPI flows, rate-sensitive sectors, and the rupee for spillover.
Next open: GIFT Nifty points up, but global yields and the Yes Bank ruling cap the upside. Banking, capital market plays, and expiry-settlement names stay in focus.
Why it matters
Sebi restores 30-minute VWAP for expiry settlements and tweaks the CAS framework. NSE, BSE, Groww and other capital market stocks rise up to 3%.