4811: SEBI eases IPO norms, Swiggy ups Q-com stakes, Apple deepens India sourcing & more

In this edition we track Sebi’s eased IPO norms and how investment banks are capitalising on the rising trend of companies going public. Find an analysis of how far Apple has deepened sourcing from India, an opinion piece on how Indian IT should navigate the current geopolitical and technological changes and how recent events shrink America’s status as a reliable security partner. Besides more news from the world of business, also check out the MC Insider where we capture some interesting corporate gossip.

Embedded payments are revolutionizing the financial landscape by integrating payment solutions into everyday platforms. Moreover, the sector has huge potential to reach a market size of around $25 billion by 2030. Comviva is shaping this transformation with solutions like its mobiquity ONE platform to deliver secure, frictionless experiences. In this episode, we are joined by Srinivas Nidugondi from Comviva, who shared that ensuring the flow is seamless. User interface is of importance now so that user faces less hurdles while transacting. He underlined that to expand the scope of embedded payments, the challenges that digital is not secure need to be addressed. Listen in.

In today’s Tech3 from Moneycontrol, we unpack Swiggy Instamart’s record growth and CEO Sriharsha Majety’s outlook for quick commerce, as Urban Company’s IPO gets 103 times subscription on final day. We also break down Apple’s growing but still modest India supplier base and what it means for local manufacturing. Plus, a deep dive into TCS and C-DAC’s sovereign cloud partnership that could shape India’s digital future. And to wrap it up, some box office magic from Malayalam cinema.

Nifty looks set to wrap up the week on a strong note after seven straight sessions of gains, with GIFT Nifty signaling a firm start and global markets buoyed by rising expectations of a US Fed rate cut next week. In today’s episode we track all the big movers—Infosys after announcing its biggest-ever Rs 18,000-crore share buyback, SEBI board meet agenda, the August inflation print that may break a nine-month downtrend, and the government’s two-day PSU bank ‘Manthan’ meet where consolidation and AI adoption are on the agenda. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today’s Market Minutes — your morning podcast

In this edition we track India’s progress on trade deals with the European Union and the United States, Apple’s price hike over the years, and an 8-year trend of falling dependency on H1B visas for Indian IT companies. Also find, a Moneycontrol exclusive with Dabur CEO Mohit Malhotra. Also inside: Cyber audits for MSMEs, Bollywood’s fight against deepfakes and India’s first all-AI band, Trilok.

In today’s Tech3 from Moneycontrol: Indian IT services slash H-1B visa dependence by 56% in eight years even as US giants quietly lap them up. MSMEs brace for mandatory cyber audits under new CERT-In rules. ONDC extends incentives through September to keep sellers afloat as retail orders slide. Real-money gaming startup Zupee lays off 170 employees amid regulatory heat. And fintech NBFCs face shrinking profits but FY26 is filled with hope with GST cut tailwinds.

Indian markets are eyeing a 7th straight day of gains, with GIFT Nifty hinting at a positive open. Global cues are supportive – Asian markets are largely higher. US markets closed at record highs as Oracle soared 36%, marking its best single-day gain since 1992 adding $244 billion in market cap, on strong cloud growth outlook. Back home, watch out for Eicher Motors, Tata Motors, Torrent Pharma, RVNL and Bajaj Finserv in trade today. Also in our voice of the day segment, Aishvarya Dadheech of Fident Asset Management shares his thoughts on how to approach IT stocks. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today’s Market Minutes — your morning podcast

In this edition, we cover Sumitomo Mitsui’s fresh capital infusion into Yes Bank and its bid for promoter status, India’s potential to shift export focus from the US to the EU, and Nepal’s mounting political and economic crisis. We also track investor interest in India’s manufacturing sector with Nash Industries’ fundraising talks, and Pine Labs’ plans for a post-Diwali IPO.

In today’s Tech3 from Moneycontrol, we decode how “platform fees” on Swiggy, Zomato, Flipkart, and Myntra are quietly adding up to billion-rupee cushions, but could also spark consumer backlash. We also break down India’s pushback against China at the WTO over app bans, we dive into Aakrit Vaish’s new $75 mn AI-focused fund, and track IPO action with Pine Labs’ global roadshows and Urban Company’s blockbuster day 1 subscription.

Indian markets closed at a two-week high led by IT stocks, with the Nifty reclaiming the 100-DMA. GIFT Nifty is hinting at a positive open today as global cues stay supportive. Donald Trump’s latest comments on trade talks with India also remain in focus. Among stocks in news, watch out for Kotak Mahindra Bank, Sun Pharma and Bajaj Auto. The primary market is buzzing with activity with 3 IPOs – Urban Company, Dev Accelerator and Shringar House of Mangalsutra, opening for subscription today. And globally, Apple grabbed headlines as it unveiled the iPhone 17, new Apple Watches and AirPods overnight.  Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.