INDIA MARKET LENS

Economy and policy news

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

Tuesday, 22 September 2026

Monday, 21 September 2026

Share India Securities board approves investment of Rs 120 cr in proposed new subsidiary

At meeting held on 21 September 2026

AIF commitments rise 24% to ₹17.53 trillion as of June 2026: Sebi data

AIF commitments rose nearly 3.5 per cent from March and 23.6 per cent year-on-year, while total investments crossed Rs 7 trillion for the first time

RBI issues Directions on Minimum Capital Requirements for Market Risk under Basel III for Commercial Banks

Accordingly, the Reserve Bank of India has today issued the Reserve Bank of India (Commercial Banks - Minimum Capital Requirements for Market Risk) Directions, 2026. The…

3 outlets

India bonds end slightly higher, rate hike bets cap major move

The RBI sold bonds worth 250 billion rupees ($2.61 billion) earlier in the day, with the cut-off yields below market estimates, indicating a rising demand for these securities.

No UPI At Mumbai, Thane Petrol Pumps From Oct 15? Dealers Writer To RBI Over New MDR Charges

The association has warned that if the issue is not resolved, dealers could collectively discontinue UPI payment facilities across petrol pumps in Mumbai from October 15.

Diamond Power Infrastructure receives orders worth Rs 116.49 cr

Diamond Power Infrastructure has secured orders aggregating Rs 116.49 crore (including GST; Rs 98.72 crore excluding GST) for the supply of 11 kV XLPE insulated medium voltage…

Taxation

India bonds calm as oil dip counters US selloff, RBI sales

Indian government bonds held their ground on Monday, buoyed by a decline in oil prices that helped mitigate domestic supply issues arising from the RBI's bond sales. The Reserve…

Monetary Policy

Dilip Buildcon wins ₹1,265 crore EPC work for Maharashtra power project

Dilip Buildcon has been selected by RECPDCL for a Maharashtra intra-state transmission project, with its EPC component valued at ₹1,265 crore excluding GST

Taxation

Gold eases on inflation woes, rate hike fears

Gold prices dropped during the early hours of Asian trading on Monday, driven by escalating tensions in the Middle East and persistent inflation worries sparking interest rate…

Monetary Policy

Sudipto Sarkar: the lawyer at the centre of the Tata Sons chairman dispute

The Tata Sons dispute now places Sarkar’s latest legal advice in the spotlight, although its contents and the precise basis for Tata Sons’ decision remain undisclosed.

Pre-market action: Here's the trade setup for today's session

In the last few trading sessions, Indian markets have breathed a sigh of relief. The drop in Brent crude prices has mitigated worries about sustained supply chaos, positively…

2 outletsMonetary Policy

Companies tap bond market amid rate hike expectations

Indian companies are actively raising funds through the bond market. This activity occurs despite anticipated interest rate increases and tighter liquidity. Large issuers are…

Monetary Policy

India’s defence push draws former govt scientists, repeat founders into startups

The government has been pushing for greater private-sector participation in defence manufacturing. Over the years, it has launched initiatives such as iDEX, ADITI and Make in…

Defence

LPG refill without Aadhaar authentication: What changes from October 1 and how to get subsidy

As of September 19, 27.43 crore active domestic LPG consumers, or 89.9% of the total, had completed BAA. These consumers do not need to take any further action and can continue…

Saturday, 19 September 2026

Friday, 18 September 2026

STT collections surge 53% to ₹40,214 crore in FY27 after rate hike

The sharp rise follows higher STT rates effective from April 1, with the levy on futures raised to 0.05% and that on options premium turnover increased to 0.15%

Will RBI raise interest rates in October? Here’s what experts have to say

Major central banks such as US Federal Reserve, Bank of Japan and the European Central Bank have raised interest rates in the last few days. In India too, the rising inflation may…

Monetary Policy

RBI funding curbs, CAS take a toll on proprietary volumes

Equity options market share of prop traders fell to a 22-month low on NSE in Aug. BSE which doesn't provide such data suffered too as overall volumes fell more sharply. CAS review…

Net direct tax rises 13% to over ₹12.12 lakh crore till Sept 17

Advance tax payments by corporates rose 18 per cent to over ₹4.16 lakh crore, while non-corporate advance tax collections increased 9.24 per cent to ₹1.06 lakh crore.

2 outlets

RBI Rate Hike Bets Rise After US Fed Move: Why October Policy Is Now A Close Call

For India, the transmission is already visible. The rupee is hovering around the 96-per-dollar mark, US 10-year Treasury yields have crossed 5%, and Brent crude remains above $100…

Supreme Court allows NSE-Sebi co-location case settlement, disposes of pleas: Report

According to the report, the appeals were filed by Sebi challenging the SAT's decision to set aside the regulator's disgorgement order against NSE in the co-location case.

2 outlets

Sebi board may discuss PMS, ad code, settlement rules at 24 September meet

Sebi is likely to discuss comprehensive changes to PMS regulations, a common advertisement framework, and settlement rules in its upcoming meeting, alongside proposals for…

Institutional Flows

Noel Tata at the centre of Tata Sons board tussle: A look at his 40-yr career, educational qualification and more

Ratan Tata's half-brother, who has spent nearly 40 years working across Tata Group companies, is now a key player in a leadership tussle that could reshape one of India's oldest…

Moody’s raises India GDP growth forecast to 7% from 6% over resilience to West Asia conflict

Moody's pointed to stronger private consumption, robust capital formation due to public infrastructure spending, a likely revival in private-sector investment, and ongoing…

Infrastructure

RBI sells Rs 50,000 cr govt securities in open market operation to drain surplus liquidity

The Reserve Bank of India (RBI) accepted bids worth Rs 50,000 crore in the first tranche of its open market operation (OMO) sale of government securities, as it stepped up efforts…

Monetary Policy

Will Tata Sons list? 4 key questions on RBI rules, board, and Trusts

The dramatic September 17 board meeting has left the Tata Sons listing at an interesting juncture, with Noel Tata-led Tata Trusts saying no to it. Here are the four questions that…

Governance