Policy Shifts and Global Regulations Shape Market Sentiment Beyond Fundamentals

Indian equity markets are increasingly being steered by policy and regulatory changes rather than pure financial metrics, as seen in recent developments involving SEBI, Adani Group, IPO guidelines, and global visa policies. The Securities and Exchange Board of India (SEBI) recently cleared key proposals linked to the Adani Group and tightened guidelines for upcoming initial public offerings (IPOs). These decisions are sending strong signals to investors about market transparency and regulatory oversight. SEBI’s move on IPO norms is expected to raise the bar for disclosures and governance, potentially slowing the pace of new listings but improving long-term market credibility. In parallel, international policy changes—particularly U.S. visa rules—are weighing heavily on Indian markets. Information technology companies, which rely on the U.S. for a substantial share of revenue, face rising uncertainty. Any tightening in U.S. work visa regulations could increase compliance costs and disrupt project execution, making the IT sector a key focus for investors tracking global policy shifts. Experts note that these developments highlight how sentiment in Indian equities is shaped as much by regulatory and policy cues as by corporate earnings or economic data. For market participants, understanding these moving levers has become essential for making informed investment decisions. - MarketForesee Research Desk SEBI | Adani Group | IPO Guidelines | US Visa Policies | Indian Stock Market | Market Sentiment | IT Sector | Regulatory Changes | Policy Impact | Investor Confidence