Indian Stocks Face Fresh Pressure After Central Bank Action

The Reserve Bank of India (RBI) has introduced tighter rules on capital market lending by banks, triggering a sell-off in Indian brokerage and exchange-related stocks. Brokerages are now exploring alternative funding sources such as bonds and commercial paper as traditional bank funding becomes less attractive under the new regime. The move matters because it may raise funding costs for capital market intermediaries and weigh on broader Indian equity sentiment in the near term.

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