Economy and policy news
Indian economy news: RBI policy, inflation, growth, the Budget, taxes, trade and the rules that reprice sectors.
Saturday, 3 October 2026
Global AI stock correction may benefit India, but RBI Governor flags market risks
RBI Governor Sanjay Malhotra highlighted that while Indian share markets have adjusted downward from recent highs, the pullback has remained controlled and smooth
‘Big relief’ for online gaming: Sanjit Bangar flags sharp GST demand cuts, no director penalties
The latest GST orders have sharply reduced tax demands against major online gaming companies, offering relief to the sector. Tax Buddy founder Sanjit Bangar also highlighted the…
Taxation
Sebi examining position limits for non-agri contracts to boost liquidity
Sebi is actively investigating position limits for non-agricultural contracts to improve market liquidity and depth. Chairman Tuhin Kanta Pandey has highlighted the importance of…
3 outletsMonetary Policy
RBI Committed To Remain Vigilant Of Emerging Vulnerabilities, Keep Financial System Resilient: Guv
Malhotra also flagged a new generation of systemic risks that are increasingly exogenous, cross-border and interconnected.
Movie Tickets In Mumbai Could Get Costlier By Rs 510 After BMC's Theatre Tax Proposal
The BMC has proposed a sharp hike in Mumbai's entertainment tax, including a rise from Rs 60 to Rs 400 per show for AC cinemas and multiplexes. The proposal awaits state approval…
RBI backs blockchain technology, remains cautious on crypto: Guv Malhotra
India has maintained a cautious approach towards cryptocurrencies while promoting the underlying technologies such as distributed ledger technology and tokenisation, RBI Governor…
2 outletsMonetary Policy
Sebi to soon issue framework on CAS mechanism after receiving 3.5K comments
Market regulator Sebi will soon issue a framework on proposed changes to the Closing Auction Session (CAS) mechanism after receiving more than 3,500 comments on its consultation…
3 outlets
RBI Governor: Today's resilience may not imply tomorrow's immunity
India is navigating the West Asia crisis from a position of strength, but taking measures to further enhance resilience
Monsoon retreat: Dry skies, high temperatures return in north; south & northeast to get rain
Recent observations also show that rainfall remains concentrated mainly in the south, northeast, and parts of eastern India, while much of the rest of the country has remained…
When Will Monsoon End In Mumbai? IMD Withdrawal Date, October Heat And India’s Rainfall Outlook
Here's when IMD expects monsoon withdrawal from Mumbai, when October heat may intensify, and what the rainfall outlook says for India.
India's forex reserves fall $18.3 bn as RBI steps in to defend rupee
India’s foreign exchange reserves fell $18.34 billion to $747.56 billion in the week ended September 25, marking the third consecutive weekly decline. The reserves have dropped…
Friday, 2 October 2026
RBI Rate Hike Ahead? SBI Research Flags Inflation, Rupee Risks For October MPC
SBI Research expects RBI to begin raising rates in October, citing inflation, rupee weakness, global risks and tighter liquidity conditions.
SBINMonetary Policy
RBI MPC may hike repo rate next week: Experts share the equity-debt strategy investors should consider
As retail inflation surges and global monetary tightening escalates, experts predict a likely 25 bps hike from the RBI. With equities showing resilience, now may be the time for…
Monetary Policy
RBI Appoints Sudhakar Malli As Executive Director
RBI has appointed Sudhakar Malli as Executive Director with effect from October 1, 2026.
Sebi penalises SMC Global Securities for compliance lapses
Sebi has levied a penalty of Rs 1 lakh on SMC Global Securities due to regulatory infractions, particularly the mishandling of client order-placement records uncovered during an…
2 outlets
French 10-year risk premium soars to highest since late 2011
Recent trends show that French 10-year government bond yields are climbing higher against German counterparts, illustrating concerns regarding France's fiscal stability and…
Monetary Policy
IREDA share price falls from ₹310 to ₹111 | Govt decision on top management; what exchange filing said
Shares of Indian Renewable Energy Development Agency (IREDA) have been on a downtrend over the last two years, falling more than 60% from its all-time high of ₹310, scaled on 15…
Energy Transition
RBI MPC Meeting October 2026: Repo rate hike soon? Date, announcement time, members, monetary policy review expectations
The RBI is likely to adopt a calibrated tightening approach after a 50 bps hike, responding to firm economic activity and rising inflation. A 25 bps increase to 5.50% could occur…
Monetary Policy
ETMarkets Smart Talk: Rupee under pressure, inflation sticky: Will RBI be forced to rethink rates? Ankita Pathak, Ionic Asset
With the Fed entering a tightening cycle, India faces a tougher monetary policy trade-off as the rupee remains under pressure and inflation shows signs of broadening. Ankita…
Monetary Policy
Indian banks faced $500 million FX losses after RBI position curbs
Crisil Coalition Greenwich said banks recovered around $400 million after market spreads widened and positions were normalised following the RBI directive
Credit Ratings
JSW beats Tata, Ashok Leyland to corner over 1k electric bus mega govt order
The order gives JSW a sizeable foothold in a market dominated by established bus makers and newer players such as Eka Mobility and PMI Electro Mobility.
India’s jobs market: Participation up, unemployment down — but self-employment dominates, shows MER
India’s labour market remained resilient in the first five months of FY27, with labour force participation rising to a five-month high and unemployment easing in August, according…
Thursday, 1 October 2026
Sebi revamps document verification system to curb fake letters and notices
Recipients can verify the origin of Sebi letters and notices by entering details including the subject, now a mandatory field; the check does not authenticate their contents
Sebi revamps Document Number Verification System, adds subject matter as mandatory field
Sebi has revamped its Document Number Verification System, making a letter’s subject matter mandatory for authentication. The upgraded system aligns with Sebi’s E-Office format…
2 outlets
Pulse of the Street: Eight-week slide puts RBI, earnings in focus
Selling by foreign portfolio investors and elevated yields outweigh relief from softer crude prices. The coming RBI policy review and earnings season will test how much bad news…
Quarterly Results
RBI eases bank stake rules, allows one-time approval for MFs, insurers for holdings up to 10%
The Reserve Bank of India (RBI) on Thursday finalised its July proposal to simplify bank shareholding rules, allowing eligible mutual funds, insurance companies and pension funds…
2 outlets
Sebi to make investor awareness messages mandatory on broker apps, sites
Market watchdog Sebi has asked stock brokers to display investor awareness messages on their websites and trading apps under its initiative Project Jagrook. This is part of…
Sebi asks stock brokers to display investor warnings on apps and websites
Sebi orders stock brokers to display investor awareness messages on websites and trading apps under Project Jagrook. From November 1, apps must show Sebi messages and risk…
2 outlets
Global bond rout hoists benchmark Indian yield to mid-2024 high before RBI policy
A significant selloff in Indian government bonds occurred as global yields rose and inflation pressures heightened. The Indian benchmark 10-year yield reached its highest level…
Monetary Policy
Manufacturing PMI’s dead cat bounce
The PMI for India's manufacturing sector hit a seven-month high, signaling growth driven by increased demand and job creation. Despite optimism, inflation and rising input costs…
Monetary Policy