The Securities Markets Code Bill, 2025 marks a historic step toward unified and modern regulation of India’s capital markets.(Representing ai image) How the Proposed Securities Markets Code Bill, 2025 Is Set to Consolidate India’s Securities Laws and Reshape Capital Markets Dr. Sanjaykumar Pawar Table of Contents Introduction: Why Securities Law Reform Matters Now India’s Securities Regulation: A Fragmented Legacy What Is the Securities Markets Code (SMC) Bill, 2025? Why Consolidation Was Inevitable: Economic and Market Context Key Structural Changes Proposed Under the SMC Bill, 2025 5.1 A Stronger and Broader SEBI Board 5.2 Addressing Conflict of Interest Decriminalisation and Ease of Compliance: A Paradigm Shift Investor-Centric Reforms: From Charter to Ombudsman Impact on Market Infrastructure Institutions and Intermediaries Inter-Regulatory Coordination: Reducing Silos in Financial Governance Alignment with International Best Practices Economic ...
Markets Rally on Fed Rate-Cut Hopes: What Weak U.S. Jobs Data Really Means for Stocks, Bonds, and Your Portfolio - Dr. Sanjay kumar pawar Weak U.S. jobs data sharpened expectations the Federal Reserve will cut rates soon—sending stocks up and bond yields down. This in-depth analysis breaks down the data, explains the market mechanics, shows where opportunities and risks lie, and answers common investor questions. Sources: BLS, Federal Reserve, CME, Reuters, Bloomberg, U.S. Treasury. Table of Contents Executive Summary What Just Happened: The Data That Moved Markets Why “Bad News” Sparked a Rally: The Rate-Cut Transmission Mechanism The Bond Market’s Signal: Yields, Term Premiums, and Duration Equities Playbook: Who Benefits—And Who Doesn’t The Dollar, Credit, and Commodities: Second-Order Effects What the Fed Has Said (and Not Said) Key Charts & Data Table Risks to the Rally: Three Things That Could Upend the Narrative Actionable Takeaways FAQ Conclusion...