CORRECTIONS CAN BE SEEN AS OPPORTUNITIES IN INDIA'S CAPITAL MARKET STOCKS

After the Jane Street saga, almost all capital market-related stocks have witnessed a correction. It is expected that the SEBI ban on Jane Street from dealing in the Indian market would impact volumes in the F&O segment, and hence, the income of several companies. On the other hand, there could be some deepening of the probe and that could also impact the market sentiment. Stocks like

and have fallen by more than 10% in the last few trading sessions, along with stocks of some AMCs like and having fallen by 2-3% of the past few days in anticipation of lower trading volumes. However, analysts beleive that capital market stocks offer strong upside despite such short-term blips. March onwards, capital market stocks has seen a strong rebound, which is going to have a positive impact on the earnings for Q1FY26. All capital market entities are going to report better than estimated numbers hence it is a very good buy at this time.