Economy and policy news
Indian economy news: RBI policy, inflation, growth, the Budget, taxes, trade and the rules that reprice sectors.
This Adani Group share is among Jefferies India's top 3 picks despite the RBI's 25 bps Repo Rate hike
Power utilities may withstand higher rates better than other leveraged sectors, but debt structure and regulated returns will determine whether that resilience reaches earnings.
Monetary Policy
'Satcom rules apply equally to all': Govt rejects Musk's claim of Starlink being blocked in India
The rebuttal came after SpaceX CEO Elon Musk claimed on X that Starlink was being blocked by "certain oligarchs" in India to maintain a "monopolistic chokehold…
Licensees Required To Comply With Security Norm: Govt Says India's SatCom Framework Is Fair & Non-Discriminatory
The government said telecom licences have been granted to three Global Mobile Personal Communication by Satellite (GMPCS) services based on non-geosynchronous…
Rs 1 Crore Corpus: How Much Monthly Income Can An SWP Generate?
A Rs 1 crore retirement corpus can provide a regular income through a systematic withdrawal plan (SWP). Here's how a Rs 25,000 monthly withdrawal, rising with…
Monetary Policy
RBI Rate Hike: BofA Bets On 100 Bps More; Goldman, Citi, Kotak See A Shallower Cycle
HSBC takes a less aggressive view on the road ahead, arguing that the new stance is more consistent with mild rate hikes rather than a deep tightening cycle.
Thursday, 8 October 2026
Loans get costlier: PNB, BOB others hike rates after RBI’s 25-bps repo rate hike
Higher lending rates may help bank yields initially, but rising funding costs and weaker demand could limit the benefit while pressuring rate sensitive sectors.
BANKBARODAMonetary Policy
Your FDs, stocks and mutual funds in one statement: 5 ways RBI’s CAS move can help you
A unified CAS could improve household visibility across deposits and market investments, while raising integration demands for banks and securities market infrastructure.
RBI raises repo rate to 5.5% in first hike under Governor Sanjay Malhotra, shifts stance to ‘calibrated tightening’
The RBI raised its benchmark repo rate by 25 basis points to 5.5%, its first hike since February 2023, and shifted its policy stance to ‘calibrated tightening’. The move came as…
Monetary Policy
RBI rate hike: ICRA sees one more 25-bps hike, Axis MF expects up to 75 bps more
The RBI’s 25-bps repo rate hike to 5.50% has raised expectations of further monetary tightening as inflation risks remain elevated. While ICRA expects just one more 25-bps hike in…
Monetary Policy
What will happen to economy if India-US FTA doesn't happen? RBI Governor reveals
"The impact depends on to what extent tariffs are going to be applied. So, it's premature to answer. But obviously it will have some negative impact," Malhotra said during the…
2 outletsMonetary Policy
Wednesday, 7 October 2026
Sebi brings risk-o-meter for debt securities; eases norms for debt-raising
Sebi introduces Credit Risk-o-Meter, eases private debt norms; NSE flags steep premiums in some international ETFs
3 outlets
Income Tax Department Raids Namit Malhotra's Mumbai Offices Ahead Of Ramayana Release
The searches come ahead of Namit Malhotra's ambitious two-part epic Ramayana, which is among the most anticipated upcoming Indian film projects.
RBI To Conduct 29-Day Variable Rate Reverse Repo Rate Auction For Rs 2 Lakh On Oct 8
Currently, the liquidity in the banking system is estimated to be in surplus of around Rs 4.99 lakh crore as on Oct. 7.
Monetary Policy
RBI's Next Rate Hike Will Be Of 0.50%: SBI Economists
SBI said that global conditions are likely to turn more volatile soon, and getting the repo rate to 6 per cent from the present 5.50 per cent will be the best option.
SBINMonetary Policy
RBI raises repo rate after nearly 4 years: Are more hikes coming? Here’s what economists say
While some economists see one more rate hike of 25 bps, a few others see more increases, with inflation likely to accelerate in coming quarters due to the deficient rainfall
Monetary Policy
Eight in 100 cars sold in India are now EVs; Tata leads the charge
EVs hit an 8.45% share of September car sales as FADA warns that price hikes could undo some of the affordability gains from GST 2.0.
Taxation
GST cuts insurance tax rates in 2025: A year on, consumers still await the full benefit in premiums
With the GST Council set to meet on October 8, government sources say the effective tax rate on domestic taxable supplies has fallen to 13.13% from 14.55%, but insurance premiums…
Taxation
Onion Prices Fall Across India: Govt Deploys 467 Trucks, 8 Kanda Express For Buffer Sales
With arrivals from these regions expected to rise in the coming weeks, overall onion availability in consuming markets is likely to improve, providing adequate supplies ahead of…
Sebi expands debt maturity limits to help issuers manage cash flow
The regulator raised the annual cap on privately placed debt ISINs from 14 to 17. Separately, it removed the merchant banker mandate for eligible small-value issuers.
MFs, advisers adopt 'wait-and-watch' stance on duration after RBI rate rise
Debt fund managers and wealth advisers favour accruals and shorter-duration bonds, awaiting clarity on inflation and peak policy rates before adding duration exposure
Mutual Funds
'Calibrated' Turn Vs Off-Cycle Shocker: How The New RBI Hike Cycle Compares To 2022
After a 43-month pause, the RBI has resumed rate hikes to tame inflation—but economists warn this new tightening cycle carries stagflationary whispers.
Monetary Policy
Bank Of India Raises Repo-Linked Lending Rate After RBI Hike — What You Should Know
Bank of India raised repo based lending rate by 25 basis points to 5.50% and effective repo based lending rate from 8.10% to 8.35%, while mark up rate remains the same at 2.85%.
Repo rate hike may raise borrowing costs, but real estate demand likely to be resilient: Realtors
The Reserve Bank of India increased the repo rate by 25 basis points to 5.50 percent. Real estate companies in West Bengal anticipate a slight rise in borrowing costs for home…
Monetary Policy
RBI rate hike dampens consumption stocks’ festive cheer
Unlike past rate hikes, consumption-focused stocks failed to recover on policy day, raising concerns that higher borrowing costs could weigh on festive-season demand and…
SAT seeks details of documents Sebi shared with Jane Street beyond duty
The tribunal asks Sebi to specify material shared beyond its legal obligations as Jane Street seeks trading data and other documents; the hearing continues on Thursday.
Indian Export Body Urges RBI To Extend Export Credit Tenure To 450 Days Amid Rate Hike Concerns
The FIEO President said that higher interest costs in such circumstances can adversely affect the competitiveness of Indian exporters, especially those operating on thin margins.
Quarterly Results
From Repo Rate Hike, To Growth Outlook: RBI MPC Meeting Outcome Highlights
RBI MPC Meeting Live: Follow live updates on the repo rate decision, Governor Sanjay Malhotra's speech, key announcements and market reaction.
Monetary Policy
Jane Street gets SEBI trade logs as regulator presses firm on manipulation allegations
SEBI informed a local court that it shared trade logs with Jane Street Group, urging them to respond to market manipulation allegations. Jane Street seeks more documents to defend…
RBI signals more rate hikes ahead: Could 7.25% yield level become a near-term market reference point?
Global yields have risen sharply as the rate-hike cycle has started. Moreover, there are concerns over rising fiscal deficit which is also making investors sell bonds…
RBI Bites The Bullet: How High Can Repo Rate Go After Hawkish Pivot? Experts Decode
The MPC unanimously backed the rate hike and indicated that future policy action would either be a further hike or a pause, effectively taking rate cuts off the table in the near…
Monetary Policy