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INR weakens near Rs 94 per dollar mark amid resurgence in oil prices
The Indian rupee weakened for the third straight session, losing 39 paise to settle at 93.83 (provisional) against the US dollar on Wednesday as oil prices resumed surge amid uncertainty on US-Iran peace talks eroded hopes of easing West Asia conflict. Intense selling in domestic equity markets and sustained outflow of foreign capital also weighed on the Indian currency. Indian shares fell sharply on Wednesday, with stalled U.S.-Iran peace talks, somewhat hawkish comments from Federal Reserve nominee Kevin Warsh at a Senate confirmation hearing, and a disappointing set of numbers for the fourth quarter from IT major HCL Technologies weighing on sentiment. The Sensex settled 757 points or 0.95% lower at 78,516, while the Nifty 50 ended 198 points or 0.8% lower at 24,378. At the interbank foreign exchange market, the rupee opened at 93.69 and touched an intraday low of 93.87 against the greenback during the session, nearing the 94 level and its lowest level in three weeks.

Mid & smallcaps offer better safety than largecaps; IT sector remains a big no: INVasset PMS
Anirudh Garg Partner & Head-Research at INVasset PMS says mid- and smallcap stocks remain relatively safer as they see lower FII selling compared to largecaps. He highlights a structural shift in India towards equity investing, supporting capital market plays. While valuations are now reasonable, growth remains the key driver. Garg is strongly bearish on IT due to slowing demand and AI disruption, while preferring capital markets, corporate-focused banks, power equipment and metals. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

Manishi Raychaudhuri bets on private banks, metals, consumption plays
Manishi Raychaudhuri, Chief Executive Officer, Emmer Capital Partners, said global focus is shifting to energy security and alternative energy due to supply risks. He noted markets may be underestimating uncertainty, particularly around crude oil. For India, elevated oil prices could affect inflation and policy choices.
BSE, MCX, Angel One: Capital markets stocks rally up to 9% in trade
On the National Stock Exchange (NSE), Nifty Capital Markets gained 3.9 per cent, logging an intra-day high at 5,144.25
725X jump: Sebi bans 39 entities for alleged stock price manipulation in interim order
Market regulator Sebi has barred 39 individuals and entities from capital markets due to irregularities in RRP Semiconductor. The stock saw a 725-fold jump from Rs 15 to Rs 10,887.10 in 19 months, driven by alleged manipulation and misleading social media information. Sebi also ordered impounding of Rs 2 crore in unlawful gains.

Why India may miss the next Asia rally: Nomura’s Chetan Seth
Chetan Seth, Asia-Pacific Equity Strategist at Nomura outlines how Korea and Taiwan could outperform on strong AI-driven earnings, while India’s performance will depend on energy stability and foreign inflows. Seth also breaks down the recent FII outflows, the role of the rupee, and why global capital is rotating toward tech-heavy markets.
Arihant Capital Markets Submits Q4FY26 SEBI Compliance Certificate to Stock Exchanges - scanx.trade
Arihant Capital Markets Submits Q4FY26 SEBI Compliance Certificate to Stock Exchangesscanx.trade
Why FPI interest in India 'has pretty much died out': Nithin Kamath points to valuations, taxes and global alternatives
Foreign investor interest in Indian equities is weakening due to geopolitical risks, high valuations, weak AI opportunities, and tax concerns. Capital is shifting to other markets, while volatile FPI flows and recent sell-offs continue to pressure benchmark indices and investor sentiment.

Bonus Alert: Capital markets play approves second bonus issue, final dividend; Details here
Back in March 2025, Anand Rathi Wealth had issued bonus shares in the ratio of 1:1, which means eligible shareholders had received one bonus share for every one they held as on the record date.
Sebi cancels Basan Financial Services licence over regulatory violations
Sebi cracks down on Basan Financial, Om Power's ₹150 crore IPO opens, and InCred closes a ₹1,500 crore special opportunities fund amid active capital markets

SEBI grants one-time extension for IPO approvals amid weak market conditions
SEBI has granted a one-time extension for IPO observation letters expiring between April and September 2026, citing weak market conditions and geopolitical tensions impacting issuers’ ability to access capital markets.

SEBI's move to allow companies to buy back shares may stabilise markets, boost liquidity: Industry experts
Bhavesh Shah, Managing Director and Head of Investment Banking at Equirus Capital, and Pranav Sayta, Partner and National Leader, International Tax and Transaction Services at EY India, say the move could improve liquidity, ensure fairer taxation, and bring strong safeguards, with cash-rich sectors likely to lead adoption.