S6/10Geopolitical
Nithin Kamath warns closing auction session may hit Zerodha’s revenue from August 3
Zerodha CEO Nithin Kamath said the new Closing Auction Session for F&O stocks could reduce brokerage revenue by 1–5% while making market timings more complex. The auction aims to improve price discovery, reduce index distortions and lower passive fund tracking errors.
⚠️ A model estimate of cascade risk — not a guarantee and not buy/sell. Calibration uses resolved outcomes only; monitor confirmation indicators below.
A
Эскалация— 38% model probability
Forecast derived from cascade analysis. Watch confirmation indicators below.
Horizon: 7–30 days