INDIA MARKET LENS

Economy and policy news

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

Wednesday, 30 September 2026

Tuesday, 29 September 2026

RBI Panel Recommends 11.2% Increase In States' WMA Limit To Rs 67,839 Crore

Based on the recommendations made by the previous Advisory Committee (Chairman: Sudhir Shrivastava), the RBI had revised the aggregate WMA limits for the states from Rs 32,225…

2 outlets

Why Nithin Kamath wants corporate tax raised to 27% from 25% instead of 2% CSR: ‘Is the spend really necessary?’

Nithin Kamath questions India’s 2% CSR rule and suggests raising corporate tax to 27% from 25% to fund social programmes.

YouTube India’s creative ecosystem contributed over ₹18,000 crore to GDP in 2025

The creator community has expanded significantly, with 73% of creators relying on YouTube for income, while the platform implements safeguards for younger audiences.

2 outlets

Hope RBI will find common ground with us: Tata Trusts Chairman Noel Tata

Tata Trusts, which holds 66 per cent in Tata Sons, outlined a proposal on Monday to merge Tata Electronics Systems Solutions Private Ltd (TESS) and Tata Consulting Engineers (TCE)…

3 outlets

Lloyds Enterprises settles Sebi case over ₹144.82 crore advances

Lloyds Enterprises has paid ₹1.28 crore, while former managing director Rajesh Rajnarayan Gupta and chief financial officer Viresh Shankar Sohoni have each paid ₹1.44 crore. The…

3 outlets

GST compliance burden weighs more heavily on smaller unincorporated firms

An analysis finds that firms with annual turnover below Rs 4.9 lakh are likely to bear higher compliance costs, estimated at 3.28%-13.9% of their annual turnover.

Taxation

The road ahead: How to invest amid macro uncertainty as oil on boil, Indian economy under heat of weak monsoon too?

As India's economy faces challenges from rising oil prices and a weak monsoon, experts emphasise the importance of disciplined investment strategies. With potential market…

Domestic Economy Resilient, Global Headwinds Main Concern For Indian Equities: Sohum Asset Managers: Sohum Asset Managers

For investors looking at mid- and small-cap stocks, Parekh said they can make investments slowly. He stressed that stock-picking and discipline at the right time are key.

H1 digest: India's consumption engine powers on despite emerging headwinds

Household spending remained resilient in H1 FY27 despite higher inflation, helped by GST cuts, easier credit and strong rural demand. But weaker kharif output and commodity…

Monetary Policy

NCC shares rally 5% after securing Rs 1,076 crore Andhra Pradesh drinking water project

NCC shares rose after the company received a Rs 1,076.71-crore order, excluding GST, from the Andhra Pradesh government’s Rural Water Supply and Sanitation Department. The order…

2 outletsTaxation

US waives tariff on specialty drugs imported from India and 19 other countries

The US will not charge any tariff on certain speciality drugs and associated ingredients used for the treatment of rare medical conditions imported from India and 19 other…

Government of India announces the sale of four dated securities for a notified amount of ₹33,000 crore

The Government of India (GoI) has announced the sale (issue/ re-issue) of (i) 6.20% GS 2029 for a notified amount of Rs 9,000 crore, (ii) 6.57% GS 2033 for a notified amount of Rs…

Bank Holidays In October 2026: Check State-Wise RBI Holiday List

Bank holidays in October 2026 include national and regional festivals. Check the complete state-wise RBI bank holiday list and plan your banking needs.

Big relief for Indian pharma: US puts India among 20 countries getting 0% tariff on select speciality drugs

The move offers relief on rare-disease treatments even as 100 per cent duties loom for certain patented pharmaceuticals.

Talent crunch may hamper Sebi’s PMS revamp

Demand for diversification beyond Indian markets is rising, but building teams with the expertise to invest across geographies, currencies and regulatory regimes will take time…

Monday, 28 September 2026

Gautam Adani, four group firms, 13 others settle MPS case with Sebi

Gautam Adani, four Adani group firms and 13 others paid a cumulative ₹1.48 crore to settle proceedings over alleged non-compliance with minimum public shareholding norms.

3 outlets

Sebi settles case against Adani Group companies over public shareholding allegations

However, Sebi retains the right to restore or initiate proceedings if representations made during the settlement process are found to be untrue, or if the applicants breach…

4 outlets

EY takes cross-border employee tax battle to Supreme Court

The consulting giant is challenging a Delhi High Court order that classified payments for deputed US staff as taxable technical fees rather than salary reimbursements.

Ellenbarrie Industrial Gases secures contract worth Rs 480 cr from BHEL

Ellenbarrie Industrial Gases has been awarded a contract worth Rs 480.73 crore (excluding GST) by Bharat Heavy Electricals (BHEL), for the supply and erection of a Cryogenic Air…

Order Wins & Contracts

Tata Trusts Pitch Tata Sons Restructuring As Alternative To RBI's Listing Requirement

The reorganisation would require a prior no-objection certificate from the RBI, and Tata Trusts are expected to engage with the central bank on the proposed structure.

Tata Trusts moves to merge units with Tata Sons to fend off listing by RBI

Move is meant to remove the Group’s Core Investment Company status, which the main shareholder believes will help it avoid the Reserve Bank of India’s order to list on a stock…

2 outlets

India's industrial output hits 8% growth in August, manufacturing up 9%

The August data marks the fifth monthly Index of Industrial Production reading under the new series. The IIP had grown 4.7% in August 2025

RBI may shift govt borrowing towards shorter tenures in H2

The RBI is expected to tilt the government’s borrowing towards shorter-tenure bonds in the second half of FY27 as surplus banking liquidity remains elevated. Traders expect…

Monetary Policy

'55% Inheritance Tax': Hotmail Co-Founder Sabeer Bhatia's Suggestion For India To Become More Competitive

Hotmail co-founder Sabeer Bhatia has proposed a 55% inheritance tax in India, arguing it could reduce inequality, promote merit-based success and make the country more…

Erratic monsoon: Crops affected by excess rainfall in areas and deficit in others

Satellite images showed a clear shift in cloud patterns as a Western Disturbance moved across northern India and the monsoon began withdrawing.

Motilal Oswal sees 4 factors boosting risk-reward after market’s sharp fall from 2024 high, lists 27 stock picks

Motilal Oswal Financial Services sees improving risk-reward for Indian equities as valuations cool, earnings recover and domestic liquidity remains strong. The brokerage also…

2 outletsQuarterly Results

MDR on UPI over Rs 2000: SC refuses stay; issues notices to govt, RBI, NPCI

Additional Solicitor General N Venkataraman told the Supreme Court that the UPI MDR is not a tax or a fee.