INDIA MARKET LENS

Economy and policy news

Indian economy news: RBI policy, inflation, growth, the Budget, taxes, trade and the rules that reprice sectors.

Friday, 25 September 2026

India bonds slide for sixth week as global rout deepens

Indian government bonds continue to struggle amidst escalating global borrowing rates and soaring oil prices. As market participants strategize for a potential rate hike by the…

Monetary Policy

Govt approves voluntary retirement of MD Dinesh Pant; shares edge higher

The Government of India has approved the voluntary retirement of Dinesh Pant from LIC, effective September 24, 2026. He will cease to be Managing Director and Chairperson of the…

This is not a tax, cess, surcharge...: FM Sitharaman explains what the new UPI MDR really means

FM Nirmala Sitharaman has clarified that the new Merchant Discount Rate (MDR) on specified UPI payments is a charge within the digital payments ecosystem, not a government levy.…

Taxation

Govt seeks, receives Tata Group’s reassurance that semiconductor projects will continue as planned amid boardroom tussle

The government’s outreach came last week through a senior official from the Ministry of Electronics and Information Technology, amid a dispute between Tata Sons and majority owner…

No City For Smaller Homes: Taxes Piles On As Luxe Homes Rule In Mumbai

Mumbai's smaller homes under 500 sq ft are declining due to redevelopment and rising property prices, with municipal authorities considering a sewage tax to recover lost revenues.

India's banking journey with technology has been one of considerable success, says RBI Deuty Governor

Powered by Capital Market - Live News

Adani Power share price jumps after receipt of NCLT nod for merger of 10 wholly owned subsidiaries

Adani Power share price increased following the NCLT's approval of its plan to merge 10 subsidiaries. The Mumbai Bench sanctioned the merger of Vidarbha Industries Power Ltd. on…

GST Council Meeting On October 7: No Rate Changes Expected, Process Reforms In Focus

The Council is expected to review how the GST rate changes have been implemented over the past year, rather than undertake another broad-based round of rate cuts.

Taxation

Tata Trusts vs Tata Sons: What are Articles of Association at the centre of Chandrasekaran row?

The problem revolves around the reappointment of N Chandrasekaran as the chairman for a third five-year term. Here's what the controversy is about and what the Articles of…

Indian 10-year bond hits 4-month low on US debt rout

Indian government bonds are experiencing a downturn as the benchmark yield has surged to a four-month peak. Today's significant debt auction raises concerns about investor…

Monetary Policy

Govt not planning major changes to dispute resolution with foreign firms

Foreign companies operating in India have long complained that dispute resolution in Asia's third-largest economy is time-consuming, difficult and a huge impediment to investing…

Govt evaluating financial bids for strategic stake sale in IDBI Bank

The government is evaluating the financial bids for strategic stake sale in IDBI Bank and the process is moving at a steady pace, government sources said on Friday. In July…

Promoter Activity

Cabinet set to clear revamped Bilateral Investment Treaty as India woos foreign capital

New framework likely to retain provisions on taxation and exhaustion of local remedies; negotiations underway with four to five countries

Small-cap IT stock under ₹50 jumps 17% as US subsidiary gets AI project worth ₹147 crore

Blue Cloud's subsidiary, GIX, secured a $15.5 million order from IBM Cloud for AI infrastructure services within three months of joining. The project focuses on building scalable…

Infrastructure

Balrampur Chini Mills shares rally 4% as company receives Rs 75 crore BioE3 grant from government

Balrampur Chini Mills shares gained after the government awarded a Rs 75 crore BioE3 grant for a 100 TPA PLA co-polymer R&D facility at its Kumbhi manufacturing complex in…

3 outletsOrder Wins & Contracts

SEBI approves Portfolio Managers Regulations replacing the existing framework

Powered by Capital Market - Live News

PVR INOX Still Gets Buy Call From Elara Despite Mumbai Theatre Tax Shock — Four Reasons Why

Karan Taurani, Executive Vice President at Elara Capital, estimates that even if PVR INOX absorbs the entire increase, the annualised EBITDA impact would be around Rs 7.4 crore…

Quarterly Results

Welspun Corp share price hits 52-week high after subsidiary wins its largest-ever order | All details here

Welspun Corp share price climbed over 5% in early deals on the BSE on Friday, 25 September, to hit its 52-week high of ₹2,837.50, boosted by the company's announcement about its…

Order Wins & Contracts

SEBI approves overhaul of portfolio manager rules, new settlement framework

Portfolio managers can invest in IPOs and primary debt issues; new rules also ease compliance and introduce changes to settlement proceedings

SEBI allows PMS exposure to foreign securities: What products can clients access?

SEBI has approved a new PMS framework allowing portfolio managers to invest clients’ money in a wider range of foreign securities, including overseas stocks, debt, REITs, mutual…

Thursday, 24 September 2026

Sebi revamps accredited investors framework; approves common ad code for mkt intermediaries

Sebi has widened the definition of accredited investors by introducing new asset criteria for individuals and corporates. The board approved a common advertisement code that…

2 outlets

SEBI's settlement rules set for a big revamp; experts call for balance between speed and accountability

The market regulator has introduced a new fast-track settlement route for cases where the settlement amount doesn't exceed Rs 10 lakh.

Stockbrokers approach Union government over proposed UPI charges

Sebi chief Tuhin Kanta Pandey said capital markets face distinct challenges compared to standard merchants, adding that the regulator has already gathered feedback to evaluate…

Sebi clears PRIM route for PMS players to invest in mutual funds, SIFs; Rs 25 lakh minimum ticket

Sebi’s board approved PRIM, allowing portfolio managers to invest client money in direct mutual fund plans, ETFs, index funds and SIFs. The new route carries a Rs 25 lakh minimum…

Mutual Funds

GST Council to take up proposal of MDR on UPI

Sources underline MDR is not a tax or cess levied by govt, to be used by payment ecosystem

Taxation

Sebi gets over 3,000 comments in closing auction review, chairman says

India's markets regulator has received about 3,500 responses to proposed changes in the closing auction session framework, its chairman Tuhin Kanta Pandey said on Thursday. A short

2 outlets

Optimo Capital appoints former RBI CGM as an independent director

Bengaluru-based non-banking finance company Optimo Capital on Thursday said it has roped in former RBI Chief General Manager Shrimohan Yadav as an independent director on its…

Governance

Govt To Ask IBA To Ensure 0.4% MDR On UPI Is Not Passed On To Consumers: Sources

The government is expected to ask Indian Banks' Association to devise a mechanism to ensure that merchant discount rate charge of 0.4% is not passed on to consumers, according to…

Sebi cancels registration of Religare Capital Mkts, 11 others for non-payment of renewal fee

Sebi has revoked the registrations of Religare Capital Markets and 11 other entities due to their failure to pay required renewal fees for research analyst registrations. The fees…

2 outlets

Sebi approves reforms to PMS regulations, settlement proceedings

The regulator has also approved allowing foreign portfolio investors to participate in non-agricultural commodity derivatives, along with a common advertisement code

Institutional Flows