BSE shares saw a sharp jump of 3% today after news broke that SEBI has allowed US-based Jane Street to resume trading in India. This comes after the trading giant deposited ₹4,844 crore as per SEBI’s requirement.
At 11:15 am, BSE shares were trading at ₹2,526 apiece, up by 3%. Other capital market stocks followed suit. Angel One rose 1.42%, CDSL gained 1.31%, and MOFSL moved up 2%.
What sparked the rally?
Two sources told Reuters that SEBI sent an email to Jane Street on July 18. The email said the restrictions from its earlier order no longer apply now that the firm has deposited the required funds.
This update caused a quick reaction in the market. Investors rushed to buy capital market stocks, hoping Jane Street’s return would bring back heavy trading volumes.
Why was Jane Street banned?
SEBI had banned Jane Street on July 3, accusing it of manipulating India’s stock market. The firm was said to have placed bets across the cash and derivatives markets at the same time. SEBI had frozen ₹4,844 crore and asked Jane Street to deposit the same amount in an account that the regulator controls. Only then could trading restart.
But there’s a twist
Jane Street has agreed not to trade in options for now. Also, the firm said it won’t trade in the cash segment until it explains all its past trades to SEBI. So, while it’s back, it’s playing it safe.
One of the two sources told Reuters that even though SEBI has given the green light, the exchanges still need to clear the way for Jane Street to buy and sell securities again.
Why does this matter?
Jane Street is a major high-frequency trading player. Its comeback could mean more market activity, tighter spreads, and faster trades. For now, the excitement around this news has already lifted market sentiment, especially in capital market-linked stocks.
Jane Street made a net profit of ₹36,671 crore between Jan 2023 and May 2025, according to SEBI’s probe. That kind of number explains why SEBI is keeping a close eye on them.
For now, investors are happy. BSE shares are leading the pack, and the market is watching closely to see how Jane Street’s limited return plays out.
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