BSE seen benefiting from recovery in derivatives volumes
In short
A market strategist says BSE could gain if derivatives trading volumes recover. The note also says he prefers Tech Mahindra and HCLTech among large IT stocks.
This matters for investors in BSE and IT shares. The report does not give a price target or any new official SEBI details.
What the reporting says
Siddhartha Khemka of Motilal Oswal said BSE could benefit from a recovery in derivatives volumes, according to the publisher-supplied market summary. The same note says he also prefers Tech Mahindra and HCLTech among largecap IT stocks. The reporting does not provide a target price, valuation data, or a specific SEBI decision text.
Why it matters
Siddhartha Khemka of Motilal Oswal sees BSE as a potential beneficiary if derivatives volumes recover, and he prefers Tech Mahindra and HCLTech among largecap IT names. The source summary references SEBI’s CAS changes in the headline, but the reported commentary itself focuses on volumes and stock preference. No fresh official action or numbers beyond that are provided.