- The government plans to roll out CKYCRR 2.0 by month-end to simplify digital KYC. The upgrade will integrate DigiLocker, deploy AI-based deduplication and enable API checks with PAN, Aadhaar and DL databases. It aims to merge duplicate records and ease periodic KYC updates, especially for low-risk customers.
- Big Negative: RBI’s new norms for brokers from 1st April 2026 tighten funding rules. Mandatory full collateral backing, stricter bank-guarantee norms, 40% haircut on stock collateral and curbs on prop trading may lift funding costs and reduce leverage. F&O volumes could see a 20–30% hit. Broker lobby has sought a six-month deferment.
- Friday closing was strong with Dow +231 pts, Nasdaq +203 pts, S&P +48 pts and GIFT Nifty +320 pts, signalling a gap-up start on Monday. Avoid overexcitement and watch global cues and Trump developments over the next 5–7 days; stay focused on fundamentally strong companies with solid 9MFY26 and optimistic Q4FY26 and Q1FY27 outlook.
- Markets appear to be misreading the recent US Supreme Court angle. Even if Trump loses, it merely restricts the use of IEEPA for tariffs and does not automatically remove existing tariffs or weaken current trade laws. Importantly, Trump still retains multiple powerful tariff tools including Section 232 for national security tariffs, Section 301 for trade retaliation, AD/CVD actions for dumping and subsidies, and Section 201 safeguards. In essence, the broader tariff framework remains largely intact.
- Astro junction: After the Surya Grahan on 17-2-26 and ahead of Chandra Grahan on 3-3-26, volatility may persist till 25-3-2026. Stay calm, track capital flows, study concalls and focus on FY27 visibility-led stories. As per market grapevine, keep on radar Atlanta Electricals, Dhabriya Polywood, EKC, Gulshan Polyols, HPBL, India Gelatine, IPL, IOLCP, Lehar Footwears, Mazda, Metroglobal, Munjal Showa, Nahar Poly, Omax Auto, Pasupati Acrylon, Prima Plastics, Shanti Gold International, Shawgelatin, Simmonds Marshall, Somi Conveyor Beltings and Veto Switchgears and Cables. Strategy till mid-April should remain highly selective with capital protection priority.
