Economy and policy news

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

RBI repo rate hike: What happens to your home loan EMI and FD returns if rates rise 25 bps?

A possible rate increase would put loan affordability, bank margins and deposit competition at the centre of the market response.

5 outletsMonetary Policy

GST Fitment Committee recommends no rate cut on air, water purifiers despite calls for relief

The panel had flagged the contradiction between government efforts to address air pollution and the 18% tax imposed on devices used by citizens for protection against it.

Taxation

'10 Lakh Livelihoods At Risk': IBAI Opposes IRDAI's Proposed Distribution Reforms; Seeks PM Modi's Intervention

In its consultation paper titled 'Recalibrating Economics of Insurance Distribution', the IRDAI proposed an overhaul of India'sinsurance distribution and commission frameworks.

Sebi’s investor protection fund balloons but spending lags amid rising fraud risks

Slow deployment of investor protection resources may weaken market confidence and increase scrutiny of brokers, exchanges, asset managers and financial platforms.

RBI MPC meeting October 2026: Why HDFC Bank, ICICI Lombard, Coal India, TCS likely to gain if bank announces rate hike?

RBI MPC meeting October 2026: According to Harshal Dasani, Business Head at INVasset PMS, a 25 bps hike to 5.50% is no longer a surprise, as market expectations already reflect a…

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Govt May Rework Rs 10,000 Crore ATF Price Stabilisation Fund As Airlines Show No Interest: Sources

A workable fuel support mechanism could moderate cost and cash flow pressures across airlines and oil marketing companies during the West Asia crisis.

'Fill a form for just being alive': Experts stunned at RBI's new EDF filing rule; here's why

The filing requirement may raise compliance work for service exporters, although its market impact depends on implementation details, exemptions and enforcement.

Rs 10,000 Crore SME Growth Fund Likely To Get Cabinet Nod: Sources

Approval could improve funding access for smaller businesses, with indirect implications for lenders and companies whose demand depends on SME investment.

CAS U-turn ahead? BSE, Groww, NSE, other capital market stocks jump up to 4% amid buzz around Sebi tweaking F&O settlement rules

Possible easing of derivatives settlement rules may reduce volume concerns for exchanges and brokers, but regulatory confirmation remains essential.

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India bonds slip as traders wait for hawkish central bank action

Rising sovereign yields may pressure financial sector bond portfolios and lift borrowing costs across rate sensitive parts of the Indian equity market.

Monetary Policy

Startup Policy Forum unveils DeepVerse to boost India's deep-tech ecosystem

The new centre brings together founders, investors, government, academia and global technology companies to shape policy, research and ecosystem initiatives

25 bps RBI repo rate hike could add ₹2.45 lakh to home loan interest over 25 years; here's the calculation

Higher mortgage costs could support lender yields but may also weaken housing affordability, loan demand and activity across property linked sectors.

Monetary Policy

Banks cut CD borrowings by Rs 1.3 lakh crore in a month amid RBI liquidity boost

RBI supplied liquidity may ease bank funding costs, but sustained lower money market rates and stable deposits are needed to establish a durable benefit.

Monetary Policy

GST Council meeting rescheduled to October 8: What's on the agenda

Rescheduling alone carries little market signal, but any GST rate or credit rule changes could affect pricing, demand and corporate margins.

2 outletsTaxation

SEBI Likely To Tweak CAS Mechanism; Upcoming Circular To Address Stakeholder Concerns: Sources

SEBI is examining whether certain provisions need to be modified to address concerns raised by stakeholders and ensure smoother implementation of the mechanism.

Airlines need urgent liquidity, but sanctioned funds are stuck; FIA seeks Centre's intervention

The airline industry is facing "unprecedented financial and operational challenges" due to the conflict in West Asia since April 2026, airspace restrictions and flight diversions…

Monetary Policy

Sebi launches awareness campaign to help investors in informed decision making

Sebi has launched the ‘Samajh Se Investing Simple’ campaign under Project Jagrook to simplify investing, promote informed decisions and prevent financial fraud. It also introduced…

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SEBI chairman warns investors against anonymous tips, finfluencers; launches Project Jagrook

The initiative may support broader retail participation while increasing scrutiny of tip driven trading and the customer acquisition practices of market intermediaries.

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RBI MPC Meeting Oct 2026: Dates, outcome announcement time, when & where to watch LIVE speech of Guv Sanjay Malhotra

The RBI will review economic challenges at its MPC meeting, with high expectations for a 25 basis points rate hike on October 7. This move follows global trends of monetary…

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Jane Street seeks trading data from Sebi in market manipulation case

US hedge fund Jane Street has petitioned Securities Appellate Tribunal to compel Sebi to disclose the underlying trading and counterparty data backing its ₹4,843-crore market…

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Sebi launches nationwide investor campaign, cautions against finfluencers

Project Jagrook will take financial literacy to rural areas and educational institutions, while cautioning investors against anonymous tips and exaggerated return claims

Indian bonds hold tight range ahead of RBI policy meeting

Amidst cautious market dynamics, Indian government bonds show signs of stability as investors refrain from placing new bets ahead of a potential interest rate hike from the…

Sebi may partly reverse derivative settlement rules after pushback

A split settlement framework could reshape closing liquidity and expiry day trading, with implications for exchanges, brokerages and less liquid stocks.

SEBI may partly reverse closing auction rules after sharp derivatives price swings: Report

India markets regulator to partly reverse derivative settlement rules after pushback, sources say

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SpiceJet Receives Rs 150 Crore ECLGS 5.0 Disbursement; FIA Seeks Faster Disbursement Of Airline Credit

The industry body also added that timely access to liquidity would help airlines meet critical operational requirements as well as working capital needs.

Monetary Policy

RBI MPC October 2026: Rate-hike dilemma deepens as crude, rupee pressures mount; experts weigh in

RBI MPC meeting: Expert sees a difficult choice between an October rate hike and holding rates as crude, rupee and global yields add pressure.

RBI To Hike Repo Rate In October, External Environment 'Unforgiving' For India: HSBC's Pranjul Bhandari

Pranjul Bhandari said the RBI should not wait until December to act and should combine a rate hike with measures to absorb surplus liquidity from the financial system.

Monetary Policy

Indian bonds take a breather before RBI policy outcome

Amidst anticipation for the Reserve Bank of India’s policy decision, Indian government bonds have remained relatively stable. The yield for the 6.94% 2036 bond is currently…

Beyond tax slabs: FM Sitharaman signals upcoming GST Council push for process reforms

The upcoming proposals, developed in collaboration with state governments, aim to streamline registration, returns filing, refunds, dispute resolution, and input tax credit…

Taxation