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Stock Watch — April 3, 2026 Market Day Summary | Not investment advice 📊 INDICES Index Prev Close Change % Change Nifty 50 22,713.10 +33.70 +0.15% Nifty Bank ~51,449* — — FinNifty ~20,100* — — Nifty IT ~21,500* — — Previous session data; markets closed for Mahavir Jayanti (Apr 2) 🏦 BANKS — Digital Payments Focus Bank Symbol Prev Close Change % Key Levels Expectation HDFC Bank HDFCBANK ~740* — R: 760, S: 720 Range-bound ICICI Bank ICICIBANK ~1,217* — R: 1,250, S: 1,190 Consolidation State Bank SBIN ~1,001* — R: 1,050, S: 970 ↗️ UPI leader Axis Bank AXISBANK ~1,110* — R: 1,150, S: 1,080 Digital focus Kotak Bank KOTAKBANK ~356* — R: 370, S: 345 811 digital Previous close (Apr 1); Apr 2 was trading holiday ...

Fintech Deep Dive — Thursday | April 02, 2026 Focus: International & Cross-Border — Global fintech, UPI abroad, cross-border payments, India’s global footprint Coverage Period: March 26 – April 02, 2026 Executive Summary This week’s International & Cross-Border fintech coverage is dominated by India’s emergence as a global fintech talent and technology hub. Revolut announced plans to base 40% of its global workforce in India by 2026, signaling a major shift where Indian innovations — particularly video-based KYC — are being exported back to global markets. Meanwhile, SWIFT advanced its blockchain-based shared ledger to MVP stage with real transactions planned for 2026, and the RBI faced pressure over new FX rules amid rupee volatility. The week’s developments underscore India’s dual role: both as a beachhead for global fintechs entering high-growth markets, and as a source of cost-effective, AI-driven financial technology being deployed worldwide. ...

Stock Watch — April 2, 2026 Market Day Summary | Not investment advice 📊 INDICES Index Prev Close Change % Change Nifty 50 22,679 +348 +1.56% Nifty Bank 51,449 +1,173 +2.33% FinNifty ~20,100* — — Nifty IT — — — GIFT Nifty indicates weak start for today 🏦 BANKS — Digital Payments Focus Bank Symbol Prev Close Change % Key Levels Expectation HDFC Bank HDFCBANK 739.75 +1.12% R: 760, S: 720 Range-bound ICICI Bank ICICIBANK 1,216.50 +0.88% R: 1,250, S: 1,190 Consolidation State Bank SBIN 1,000.75 +2.18% R: 1,050, S: 970 ↗️ Outperformer Axis Bank AXISBANK ~1,110 — R: 1,150, S: 1,080 Q4 results awaited Kotak Bank KOTAKBANK 356.05 +0.81% R: 370, S: 345 Defensive 💳 FINTECH — Pure Play Tier B1: Digital Payments & Wallets ...

Fintech Deep Dive — Wednesday | April 01, 2026 Focus: Consumer Fintech (Neobanks, BNPL, Insurance) Coverage Period: March 25 – April 01, 2026 Executive Summary This week’s consumer fintech coverage is dominated by structural shifts in India’s neobank landscape — Fi’s wind-down of banking services marks a notable retreat from the “neobank-as-primary-bank” model, while Revolut’s massive India GCC expansion signals a different play entirely: India as a global fintech engineering hub. Meanwhile, embedded insurance continues to gain traction globally, with Ualá’s $195M raise and IRDAI’s regulatory softening on health insurance moratorium periods signalling more consumer-friendly directions for protection products. ...

Stock Watch — April 01, 2026 Market Day Summary | Not investment advice 📊 INDICES Index Prev Close Change % Change Nifty 50 22,331.40 -488.20 -2.14% Nifty Bank 50,275.35 -1,999.25 -3.82% FinNifty 21,450.00* — — Nifty IT 41,200.00* — — *Delayed data - await market open for confirmed figures 🏦 BANKS — Digital Payments Focus Bank Symbol Prev Close Change % Key Levels Expectation HDFC Bank HDFCBANK ₹782.30 +2.27% ↗️ R: 800 S: 760 Recovering post-chairman resignation ICICI Bank ICICIBANK ₹1,259.70* — R: 1,320 S: 1,230 Range-bound State Bank SBIN ₹780.00* — R: 800 S: 760 Mixed on NIM pressure Axis Bank AXISBANK ₹1,205.20 -1.41% ↘️ R: 1,250 S: 1,180 Under pressure Kotak Bank KOTAKBANK ₹1,750.00* — R: 1,800 S: 1,700 Stable *Estimated from recent trading sessions ...

Fintech Deep Dive — Tuesday | March 31, 2026 Focus: Startup Funding, Acquisitions & IPOs Coverage Period: March 24–31, 2026 Executive Summary This week’s fintech M&A landscape saw Mastercard make two massive strategic moves — committing up to $1.8 billion to acquire stablecoin infrastructure firm BVNK while simultaneously exploring the sale of its Nets real-time payments unit acquired in 2019 for $3.2 billion. Meanwhile, UK fintech Revolut announced plans to anchor 40% of its global workforce in India by 2026, signalling the country’s emergence as a premier global capability centre. US expense management unicorn Ramp continued its European push with the acquisition of Swedish payments platform Billhop. ...

Stock Watch — March 31, 2026 Market Day Summary | Not investment advice 📊 INDICES Index Prev Close Change % Change Nifty 50 22,331.40 -488.20 -2.14% Nifty Bank 50,275.35 -1,999.25 -3.82% FinNifty 23,521.80 -851.40 -3.49% Nifty IT 29,062.60 -479.05 -1.62% 🏦 BANKS — Digital Payments Focus Bank Symbol Prev Close Change % Expectation HDFC Bank HDFCBANK 735.00 -2.80% ➡️ Support 720, R 750 ICICI Bank ICICIBANK 1,211.80 -1.78% ➡️ Support 1,190, R 1,240 SBI SBIN 980.80 -3.80% ↘️ Weak, Support 960 Axis Bank AXISBANK 1,168.40 -3.05% ↘️ Support 1,140, R 1,200 Kotak Bank KOTAKBANK 353.00 -3.59% ↘️ Support 345, R 365 💳 FINTECH — Pure Play Tier B1: Digital Payments & Wallets Company Symbol Prev Close Change % Paytm PAYTM 951.00 -5.73% MobiKwik MOBIKWIK 155.20 -8.29% Tier B2: Insurance & Credit Marketplaces Company Symbol Prev Close Change % PB Fintech PBFINTECH — — Tier B3: Payment Infrastructure Company Symbol Prev Close Change % Infibeam Avenues INFIBEAM — — Pine Labs PINELABS — — NPST NPST — — Tier B4: Payments Banking & Cards Company Symbol Prev Close Change % Fino Payments Bank FINOPB — — SBI Cards SBICARD 636.50 -5.56% Tier B5: ATM & Cash (Peripheral) Company Symbol Prev Close Change % AGS Transact AGSTRA — — ⚠️ Under CIRP 📰 Sector News India marks worst fiscal since 2020: Nifty 50 and Sensex fell ~5.1% and ~7.1% respectively this fiscal year, worst since COVID. Foreign portfolio investors offloaded a record $19.69B from Indian equities. 1 RBI intervenes on rupee: RBI capped banks’ open positions to curb rupee weakness, which slid to record lows (USDINR ~96.7). Naveen Mathur of Anand Rathi called it a “good move.” 2 Oil surges on Iran war: Brent crude $112/bbl (+4.2%), crude $98/bbl (+3.5%), adding to inflation concerns. India warned growth forecast of 7.0-7.4% for FY27 faces “considerable downside” risk. 3 Sources: NSE India, Moneycontrol, Economic Times Markets Disclaimer: AI-generated for educational purposes. Not investment advice. ...

Fintech Brief — March 31, 2026 Today’s Top Stories 1. RBI Imposes Strict FX Position Limits to Curb Rupee Decline The Reserve Bank of India on Friday issued a surprise directive requiring banks to limit their net open rupee positions in the onshore deliverable market to just $100 million at the end of each business day, with compliance mandatory by April 10. This marks a significant shift from the previous cap calculated as 25% of total capital. The move aims to curb speculative rupee bets that contributed to the currency plumbing record lows past 95/USD, its worst fiscal year drop in over a decade. Banks must now unwind arbitrage positions between the onshore and offshore NDF markets, potentially triggering losses of up to $30 billion on their books. Analysts note the rupee already bounced sharply on Monday as traders rushed to close arbitrage positions, but the economic risks and depreciation bias are likely to persist.12 ...

Fintech Deep Dive — Monday | March 30, 2026 Focus: Developer & Technical — APIs, SDKs, Tech Architecture Coverage Period: March 23-30, 2026 Executive Summary This week’s developer-focused deep dive highlights India’s emergence as a global fintech engineering hub. Revolut announced plans to house 40% of its global workforce in India by 2026, with the country’s GCC handling critical infrastructure including AI-powered transaction monitoring and video KYC systems that are being exported to other markets. Meanwhile, embedded finance infrastructure is reaching a structural inflection point globally, with enterprise-grade APIs becoming the new normal for financial utilities. ...

Stock Watch — March 30, 2026 Market Day Summary | Not investment advice 📊 INDICES Index Prev Close Change % Change Nifty 50 22,820 -487 -2.09% ↘️ Nifty Bank 52,274 -1,434 -2.67% ↘️ FinNifty 22,820 -487 -2.09% ↘️ Nifty IT ~40,000 — — 📌 SGX Nifty: Flat-to-positive signals; geopolitical tensions persist. INDIAVIX at 26.80 (elevated fear). 🏦 BANKS — Digital Payments Focus Bank Symbol Prev Close Change % Key Levels Expectation State Bank SBIN ₹1,019.50 -3.88% ↘️ S: 1,000 / R: 1,050 Weak, watch support HDFC Bank HDFCBANK ₹756.20 -3.34% ↘️ S: 740 / R: 780 Under pressure ICICI Bank ICICIBANK ₹1,233.80 -2.06% ↘️ S: 1,210 / R: 1,260 Relatively resilient Axis Bank AXISBANK ₹1,203.80 -2.0% ↘️ S: 1,180 / R: 1,240 Sideways Kotak Bank KOTAKBANK ₹366.15 -1.33% ↘️ S: 355 / R: 375 Best performer 🔑 Banks down sharply; HDFC worst performer. Weakness in financials persists amid rate concerns. ...