A new system, not its 42% rise, is driving BSE stock

Market pulse

From the investor's mind

Kumar Saurabh highlights that Europe's reported growth in Q2 CY26 or Q1 FY27 is largely an illusion created by the EUR/INR exchange rate translation. He points out that in actual Euro terms, revenue declined, with real sales in Europe falling by 6%. This indicates an underlying weakness in demand that isn't immediately apparent from top-line figures.

Word in the street

BSE Limited

BSE Limited has captured the attention of the market, but not just for its nearly 42 percent rise over the past year. Investors have been focused on the potential effects of a new CAS system. Some market participants believe it is too early to judge the long-term results, suggesting that extrapolating from short-term data is a stretch while the system stabilizes. However, a contingent of options traders has voiced significant concern. One day trader stated they would not write options until CAS is removed, at least for expiry days, claiming that many others feel the same and that this could affect volumes on the exchanges.

Yesterday's big moves

“Respect the market. Have an open mind. Know what to stake. Know how to take a loss.”

Rakesh Jhunjhunwala