Economy and policy news
Indian economy news: RBI policy, inflation, growth, the Budget, taxes, trade and the rules that reprice sectors.
Wednesday, 7 October 2026
RBI MPC: Gov Malhotra hikes GDP growth projection to 7.1% this year
RBI MPC announcements: The Indian economy remains strong, said Governor Malhotra. Domestic economic activity exhibited resilience, said Gov Malhotra.
2 outlets
RBI MPC: Repo rate hiked by 25 bps to 5.5%, rate cut unlikely in near term
The hike comes after the central bank maintained a status quo on the repo rate at 5.25% in its last four reviews.
Monetary Policy
India bonds inch lower before pivotal RBI decision
The RBI's rate and liquidity signals may determine whether pressure from higher US yields and oil translates into broader domestic funding stress.
Monetary Policy
India’s great market disconnect: The economy says steady, but stocks say trouble. Which signal should investors trust?
India's macroeconomic fundamentals indicate strong growth despite the Nifty index losing 13% this year. While industrial production and corporate earnings demonstrate resilience…
2 outletsQuarterly Results
Rupee falls 10 paise to 96.45 against US dollar ahead of RBI monetary policy decision
A weaker rupee and the prospect of tighter RBI policy may pressure import dependent and rate sensitive shares while offering some support to exporters.
Monetary Policy
Auto, banking, real estate shares fall ahead of RBI policy outcome
RBI Monetary policy: BSE auto index was down 542 pts at 60,803 and BSE Bankex lost 317 pts to 61,796 in early deals today.
Monetary Policy
RBI Rate Hike Playbook: PNB, Axis, Others Poised To Gain As Morgan Stanley Picks Top Banking, HFC Winners
According to Morgan Stanley estimates, banks with a higher share of repo-linked loans are likely to benefit the most from a 25-basis-point increase.
RBI to hike repo rate by 25 bps? These rate sensitive sectors will be in focus on Wednesday
The RBI’s policy decision will keep banks, NBFCs, realty and auto stocks in focus, with the central bank widely expected to raise the repo rate by 25 bps to 5.50%. Markets will…
2 outletsMonetary Policy
Selloff To Resume? Not Rate Hike, But RBI Guidance Holds Key For Indian Markets Trajectory
From a one-off 25 bps hike to a hawkish 50 bps shock, here are three ways the Indian stock market could react to the Monetary Policy Committee's upcoming decision.
Quarterly Results
RBI MPC meeting LIVE: Repo Rate, CRR, SLR, Reverse RR in focus as Governor Sanjay Malhotra to declare outcome today
RBI MPC meeting LIVE: Bets are high about the announcement of 25 bps Repo Rate hike when Governor Sanjay Malhota declares the three-day meeting outcome
Monetary Policy
RBI MPC meeting LIVE: Jefferies India predicts Governor Sanjay Malhotra to announce a 25 bps rate hike
RBI MPC meeting LIVE: The Indian Central Bank kept the rate unchanged through 2023–24 before beginning its rate-cut cycle in 2025
RBI MPC meeting LIVE: Governor speech at 10 AM, where to watch it live?
RBI MPC meeting LIVE: The Indian Central Bank kept the rate unchanged through 2023–24 before beginning its rate-cut cycle in 2025
RBI MPC meeting LIVE: Repo rate raised by 25 BPS to 5.50% | stance changed to caliberated tightening from neutral
RBI MPC meeting LIVE: The Indian Central Bank raised the repo rate by 25 bps to 5.50% after a gap of nearly three years
Monetary Policy
RBI MPC Repo Rate Hik LIVE: GDP forecast up 40 bps to 7.1% | Home loan EMI to rise
RBI MPC meeting LIVE: The Indian Central Bank raised the repo rate by 25 bps to 5.50% after a gap of nearly three years
Monetary Policy
Maharashtra’s water crisis puts India’s economic powerhouse under pressure
Maharashtra is imposing water cuts from October 16 as a weak monsoon and drought conditions threaten supplies for households, farms and industries across the state.
S&P projects 12-14% credit growth this fiscal, warns weak monsoon may hit rural lending
S&P Global forecasts a 12-14% increase in financial sector lending despite potential slowdowns in rural areas. Concerns about weak monsoon rains may negatively impact rural…
2 outletsMonetary Policy
Sebi accuses Jane Street of dilatory tactics at SAT, says 'investigator is being investigated'
Securities and Exchange Board of India has expressed concerns about Jane Street's approach to the investigation. The regulator provided over 10 GB of documents but refuses to…
IRDAI overhaul may force insurance brokers to rethink deal valuations
The Insurance Regulatory and Development Authority of India has suggested regulatory changes that may significantly affect insurance brokerage firms. With compliance costs rising…
2 outletsPromoter Activity
Tuesday, 6 October 2026
E-Commerce GST Overhaul On Cards: One-Time Verification, 'Same Delivery, Same Tax' Proposed
The move could bring greater consistency to GST treatment across e-commerce business models and address differences arising from the way platforms structure their contracts with…
Taxation
GST Council set to unveil next-gen reforms: 17-day refunds, simpler registrations, easier input tax credit
GST Council likely to ease compliance, cut processing delays, curb litigation and unlock working capital for businesses
Taxation
GST Council likely to consider institutional reforms for officers’ committees. Read about the changes
Proposal for a three-tier structure of the Secretariat, the implementation committee, and a single standing committee of officers
Taxation
Jane Street should explain trading strategies, Sebi tells SAT in hearing
Sebi told SAT that Jane Street has received sufficient material to answer manipulation allegations and should explain its trading conduct instead of seeking more documents
Sebi vs Jane Street: 'Dilatory tactic; ulta chor kotwal ko daante' - What the markets regulator's lawyer said in hearing
India’s markets regulator criticized Jane Street Group’s request for additional documents as a delaying tactic. SEBI argues Jane Street should clarify its trading strategy rather…
Cabinet clears ₹10,000 crore SME fund to help Indian companies scale, compete globally. How it'll work
Cabinet says there are existing funds which provide equity support but majority of them focus on early-stage enterprises and cover majorly Micro enterprises
RBI MPC interest rate decision in focus: Can a 25 bps hike trigger a market sell-off?
As the Reserve Bank of India prepares for a potential 25 basis points rate hike amidst rising inflation and global economic pressures, market sentiments remain keenly focused.…
2 outletsMonetary Policy
Indian bonds rangebound as traders await a hawkish RBI verdict
Indian government bonds witnessed minimal changes on Tuesday as traders prepared for an expected rate hike. The benchmark 6.94% 2036 bond yield decreased slightly, reflecting a…
GST Council moves to simplify officers’ committee structure
Five larger states Maharashtra, Uttar Pradesh, Gujarat, Tamil Nadu and Karnataka are proposed to form the core representation and would not be subject to rotation.
Taxation
Govt asks Adani Airports to delay shifting international flights from Mumbai to Navi Mumbai
The government has deferred Mumbai airport’s plan to discontinue 33% of international operations at Terminal 2, providing some relief to airlines amid capacity constraints.
Infrastructure
Sebi says Jane Street’s appeal for more details a delaying ploy
The dispute may raise compliance uncertainty for derivatives participants, but broader market effects depend on Sebi’s final findings and the scope of any enforcement action.
2 outlets
Will RBI Hike Repo Rate For First Time Since 2023? Why October Policy Could Mark A Hawkish Turn
If delivered, the hike would be the RBI's first since February 2023 and take the repo rate up from 5.25%, where it has remained for nearly 10 months. The MPC had cut the repo rate…
Monetary Policy