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INDIA INDIA · 1 MIN READ

Nithin Kamath says India's closing auction reveals market cracks

Nithin Kamath, CEO and founder of Zerodha, commented on the recent introduction of the Closing Auction Session (CAS) by BSE and NSE, stating that while the…

Nithin Kamath, CEO and founder of Zerodha, commented on the recent introduction of the Closing Auction Session (CAS) by BSE and NSE, stating that while the idea is not bad, the sharp price swings observed since its launch reveal deeper structural weaknesses in India's financial markets, according to livemint.com.

The Closing Auction Session began on Monday as a new mechanism to determine the closing price of stocks on BSE and NSE. Kamath noted that the volatility during these sessions highlights issues beyond the auction design, pointing to limited arbitrage opportunities caused by low liquidity and the diverse nature of market participants. He emphasized that these factors contribute to the instability seen in closing prices.

Kamath's remarks underscore challenges in India's stock market infrastructure, particularly the inability of arbitrageurs to stabilize prices due to fragmented liquidity. This contrasts with more mature markets where closing auctions typically help reduce volatility. The CAS's price swings have sparked debate on whether the session's design or underlying market conditions are responsible for the observed fluctuations.

The CAS was implemented starting August 3, 2026, with BSE and NSE aiming to improve price discovery at market close. Kamath's analysis, reported on August 5, 2026, highlights that addressing liquidity and participant diversity issues will be critical for the auction's success.

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