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Stock Watch — June 25, 2026 Market Day Summary | Not investment advice Summary as of 08:35 IST, June 25, 2026 📊 INDICES Index Prev Close Change % Change Nifty 50 24,021.65 +197.55 +0.83% Nifty Bank 58,150.35 +966.60 +1.69% FinNifty 26,736.00 +406.70 +1.54% Nifty IT 27,566.70 +554.65 +2.05% India VIX 13.38 ▼ ~4% — Pre-market signal: US markets closed mixed (Dow +0.17%, S&P 500 -0.28%, Nasdaq -0.76%). Global tech selloff on AI valuation concerns may weigh on Indian IT and fintech. Oil prices near 4-month lows — positive for India. Market holiday Friday (Muharram) — expect lower volumes and potential position unwinding ahead of long weekend. ...

Fintech Deep Dive — Thursday | June 25, 2026 tags: [“Fintech”, “Deep Dive”, “Theme: Thursday”, “International”, “Cross-Border”, “UPI”] categories: [“Deep Dive”] description: “Weekly analysis of Thursday theme (International & Cross-Border) in Indian fintech” Fintech Deep Dive — Thursday | June 25, 2026 This week’s deep dive focuses on International & Cross-Border developments in Indian fintech — a theme that has never been more consequential. From Meta’s historic $900 million investment in CRED to UPI’s accelerating global march, India’s digital payments infrastructure is reshaping cross-border finance at unprecedented speed. ...

Fintech Brief — June 25, 2026 RBI Tightens UPI Credit-Line Rules, Closing Regulatory Arbitrage The Reserve Bank of India has clarified that pre-sanctioned credit lines offered through UPI and other payment-linked facilities must follow the same prudential norms as traditional loan products. The move effectively closes a regulatory gap where fintech-enabled credit-on-UPI products were operating under lighter compliance requirements than bank-issued personal loans or credit cards. Credit-line-through-UPI products — offered by banks and fintechs alike — have seen rapid growth, with credit-card-based UPI transactions growing more than 5x in a single year. The RBI’s latest stance means these products will need to meet the same capital adequacy, risk-weighting, and disclosure standards that govern conventional credit, levelling the playing field between banks and fintech lenders. ...

Fintech Deep Dive — Wednesday | June 24, 2026 Theme: Consumer Fintech — Neobanks, BNPL, Insurance, Digital Lending This week’s Consumer Fintech deep dive covers five major developments: Meta’s landmark $900 million bet on CRED and the departure of its founder, Razorpay’s confidential IPO filing, Turtlemint’s lukewarm public listing as India’s first pure-play insurtech IPO, RBI’s move to close the UPI-credit regulatory loophole, and the fintech IPO wave reshaping India’s public markets. ...

Stock Watch — June 24, 2026 Market Day Summary | Not investment advice Summary as of 08:15 AM IST, June 24, 2026 📊 INDICES Index Prev Close (Jun 23) Change % Change Nifty 50 23,824.10 -278.80 -1.16% Bank Nifty ~57,407 ~-529 ~-0.91% Nifty Fin Service ~26,280 ~-151 ~-0.57% Nifty IT ~27,070 ~-559 ~-2.02% GIFT Nifty (Jun 24) ~23,893 +68 +0.29% USD/INR ~94.69 +0.01 +0.01% Market View: Sharp sell-off on F&O expiry day (Jun 23) driven by Korea’s KOSPI crash (~-10%) triggering a global tech panic. Nifty cracked below 24,000 to close at 23,824 — worst single-day drop in nearly a month. Bank Nifty saw profit booking after an 8% June rally. Nifty IT hit fresh 3-year lows (Infosys -3.4%, TCS -3.2%). GIFT Nifty at ~23,893 suggests a flat-to-mildly positive opening for Jun 24 as global panic subsides. Key support at 23,600–23,750; resistance at 24,000–24,200. VIX spiked 6%+. ...

Fintech Brief — June 24, 2026 Meta Leads $900M Round in Cred, Poaches Kunal Shah to Head WhatsApp In what is arguably the biggest Indian fintech funding story of 2026, Meta has led a $900 million (₹8,550 crore) Series H round in Cred, valuing the credit-card-focused fintech at approximately $4.5 billion post-money. The round includes ~$400 million in secondary share sales by existing investors and ~$500 million in primary capital infusion. ...

Stock Watch — June 23, 2026 Market Day Summary | Not investment advice Summary as of 08:15 AM IST, June 23, 2026 📊 INDICES Index Prev Close (Jun 22) Change % Change Nifty 50 24,102.90 +89.80 +0.37% Bank Nifty 57,935.60 +249.85 +0.43% Nifty Fin Service 26,431.15 -150.80 -0.57% Nifty IT 27,628.55 +201.70 +0.74% GIFT Nifty 24,195.50 +92.60 +0.38% USD/INR 94.68 -0.35 -0.37% Market View: Nifty formed a Doji candle on June 22 indicating indecisiveness, but sustained above 20/50-day EMAs. Bank Nifty outperforming with support at 57,500–57,000 and resistance at 58,500–59,000. GIFT Nifty up ~93 pts signals a firm opening. Asian markets mixed — US-Iran peace progress lifting sentiment, but Fed rate hike fears capping gains. ...

Fintech Brief — June 23, 2026 Meta Ploughs $900 Million Into CRED, Names Kunal Shah WhatsApp Chief In what is arguably the most significant India-fintech deal of 2026, Meta Platforms announced a $900 million investment in Bengaluru-based CRED, valuing the credit-card rewards platform at $4.5 billion. The deal gives Meta an approximately 20% minority stake — critically, without access to CRED’s customer data. But the investment comes with an even bigger leadership move: CRED founder Kunal Shah will step down as CEO to become WhatsApp’s global head, replacing Will Cathcart after seven years at the helm. Shah’s mandate from Mark Zuckerberg reportedly includes building new revenue streams — advertising, subscriptions, and AI agents — with India’s 500-million-user base as the proving ground. ...

Fintech Deep Dive — Monday | June 22, 2026 Developer & Technical: APIs, Protocols, and Infrastructure (June 15–22, 2026) This week in Indian fintech infrastructure was dominated by a single question: what happens when AI agents need to pay? Pine Labs answered with P3P, an agentic payment protocol layered on UPI that eliminates the human authentication step entirely. Meanwhile, UPI continued its global march — live at the Eiffel Tower now, rolling into Paris and Nice airports — and the long-awaited market cap deadline that will reshape UPI app competition ticked closer as PhonePe and Google Pay’s combined share finally dropped below 80%. On the enterprise infrastructure side, Quickwork shipped a fully self-managed deployment model, and Razorpay signalled a $600M IPO. Here are the five stories developers and architects should track. ...

Stock Watch — June 22, 2026 Market Day Summary | Not investment advice Summary as of 08:15 IST, June 22, 2026 📊 INDICES Index Prev Close (Jun 20) Change % Change GIFT Nifty (Jun 21) Nifty 50 24,042.70 +154.90 -0.64% (wk) ~24,042 (-0.20%) Nifty Bank 57,714.85 -278.05 -0.48% — FinNifty ~25,921 — — — Nifty IT — -3.65% -3.65% (Fri) — Sensex 76,871.95 — -0.78% (wk) — Note: Friday June 20 was a shortened week (holiday on Jun 19 for Bakri Eid). Markets traded Mon–Tue (Jun 16, 17), then Fri Jun 20. HDFC Bank went ex-dividend (₹13/share) on Jun 19, pressuring Nifty. ...