Is BSE in Focus – More Pain Ahead or a Strategic Revival?
- NSE weekly expiry now on Tuesday (effective today).
- BSE shifts its weekly expiry contracts to Thursday.
- Goldman Sachs projects a 3% market share loss and a 2% EPS decline in FY26 for BSE.
Why NSE Holds an Edge
Why BSE Faces a Tighter Window
This narrower schedule could deter traders and lead to 10–15% volume erosion.
Earnings may take a 5–10% hit as a result.
Source: Kotak Securities
What BSE is Doing
- Expanding colocation infrastructure
- Onboarding more brokers and FPIs
Why the Fall in BSE & Capital Market Stocks?
- Tightening of F&O regulations
- SEBI Chief hinting at long-term derivative contracts
- Push to improve cash market volumes
- Declining retail participation post Jane Street incident
BSE Stock Tracker
- From 52-week high: -28%
- 3-Months: -19%
- 1-Month: -10%
Investor Takeaway
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services