Rising global bond yields, FCNR-B inflows and SEBI's CAS to shape market dynamics: HDFC Securities CEO Dhiraj Relli
Economic Times 1 hr ago·2 Sept 2026, 2:46 pm
Global bond yields are climbing, which often pushes up borrowing costs for companies worldwide. This, combined with higher oil prices, is adding pressure on India's imported inflation. For investors, this mix of factors can threaten the growth in corporate earnings, a key driver for stock market performance.
In this environment, SEBI's new Customer Account Size (CAS) rules are designed to improve market integrity and price discovery. While these regulations aim to make markets more robust, they may also lead to some short-term volatility as liquidity adjusts. The Reserve Bank of India's new deposit guidelines provide temporary relief for foreign currency non-resident (FCNR-B) funds, but they do not fully resolve the underlying foreign exchange pressures.
Investors should watch how corporate earnings respond to these global headwinds and how the new regulations impact market liquidity. A focus on companies with strong balance sheets and pricing power may be prudent in this uncertain period.
Excerpt from Economic Times
(What's moving Sensex and Nifty Track latest market news , stock tips , Budget 2025 , Share Market on Budget 2025 and expert advice , on ETMarkets . Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .)…Read the original at Economic Times
Key takeaways
- Category: Economy.
- AI reads the tone as negative (potentially bearish) for the stock.
- Flagged as a high-impact, market-moving story.
Why it matters
This is a high-impact development and could move the stock. The tone is negative — watch for downside reaction. Use the price and stock snapshot to gauge how the market is responding.
