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Markets React to SEBI Overhaul as Jefferies Sees Nifty at 28,300 | Business Today

On this edition of Business Today, Anchor Abha Bakaya, Chief Analyst Shailendra Bhatnagar, and Geojit Financial Services’ Senior VP Gaurang Shah discuss the market’s reaction to SEBI’s major regulatory overhaul. The regulator has cleared proposals to lower costs for investors and mutual fund companies while replacing 30-year-old stockbroker rules. The show also tracks the Nifty’s outlook following a Jefferies report predicting the index will hit 28,300 by December 2026. In global news, US President Donald Trump claims his tariff policies have secured a record $18 trillion in investments. Giving his take on the reforms, Gaurang Shah says, ‘Bringing in transparency, clarity and discipline is the need and I am glad that these changes have been put in place.’

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US-Iran ceasefire a military success but strategic failure: Israel's ex-deputy NSA

In an exclusive interview on Statecraft, Professor Chuck Freilich, former deputy national security adviser of Israel, analyses the ceasefire between the US and Iran. He describes the conflict as a “military success but a strategic failure”, noting that while Iran’s capabilities were degraded, core objectives such as regime change and ending nuclear threats were not met. The bulletin also explores Oman’s underutilised potential as a strategic partner for India, highlighting how ports like Duqm and Salalah could enable Indian trade and energy imports to bypass the volatile Strait of Hormuz. Additionally, the show examines the controversial role of Pakistan as a mediator in the “Islamabad Accord”, amid allegations that it acted as a proxy for US interests. Israeli Prime Minister Benjamin Netanyahu’s first briefing after the ceasefire is also covered, where he clarified that the campaign is not over and that Iran has committed to reopening the Strait of Hormuz, while Israeli operations against Hezbollah in Lebanon continue.

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