INDIA MARKET LENS

Economy and policy news

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

Monday, 28 September 2026

Both rural and urban demand remained firm in August, says RBI

Powered by Capital Market - Live News

ETMarkets Smart Talk | Easy bond rally is over: Vinit Bolinjkar on where fixed income goes from here

In light of evolving yield trends, investors are recalibrating their approaches in the Indian bond market. With current yields exceeding 7%, there is an inclination towards…

Monetary Policy

India forex reserves surge to a record high in September and to provide cover for 11.2 months of goods imports, says RBI

Indias foreign exchange reserves surged to a record high in September, supported by strong foreign currency inflows following the RBIs concessional swap measures. The reserves…

Monetary Policy

IEX subsidiary Indian Coal Exchange applies for trading licence with CCO

Indian Coal Exchange will operate as a physical delivery-based coal trading exchange, providing a technology-enabled marketplace that brings buyers and sellers together on a…

3 outlets

Will RBI announce steep rate hikes? Nomura sees up to 50 bps increase by Dec, dismisses 125 bps hike fears

Nomura expects the RBI to pursue a limited tightening cycle, with a possible 50 bps rate hike by December, as food and energy pressures rise but underlying inflation remains…

2 outletsMonetary Policy

Govt plans framework to grade private, state hospitals on quality, safety: Report

The government believes that transparent and audited hospital gradings based on international parameters could improve India’s healthcare ecosystem and promote medical tourism.

Tailwinds under-appreciated, India can absorb global shocks and grow: DBS Bank group chief economist Taimur Baig

DBS chief economist Taimur Baig says India and the global economy are coping better with shocks than many believe, with strong consumption and resilient growth offsetting…

Monetary Policy

Sunday, 27 September 2026

India's China trade deficit may not tell the full story, FM Sitharaman explains why

Our export account would say that we are still not adequately exporting to China. Actually, it is going to China, but it never gets accounted like that because it goes to Vietnam…

Why crypto is a favourite investing option in India despite the lack of clear regulations

ETMarkets Smart Talk| How to find India’s next multibaggers? Pritam Deuskar explains his GIANTS framework

To achieve successful long-term investments, investors should target companies with a competitive edge. Pritam Deuskar introduces the GIANTS framework, emphasizing the importance…

Sebi settlement overhaul may improve recovery in fund-diversion cases

The regulator's approved settlement framework includes changes on settlement amount calculation, wrongful gains, fast-track cases and wider access to settlement

Who Absorbs UPI MDR? NSE CEO Rules Out Govt Talks As 0.02% Fee On Capital Markets Nears Kickoff

NSE CEO Ashish Chauhan said there were no government talks on the new UPI MDR, leaving brokers and clients to address the cost. A 0.02% charge on capital-market UPI payments will…

Rs 1 Crore Corpus: How Much Of It Could Inflation Take Away Over 20 Years?

Long-term financial planning cannot stop at building a corpus. It has to account for what that corpus will actually be able to buy, years down the line.

Monetary Policy

ETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bonds

Archit Shah, CIO at Zurich Kotak General Insurance, expects the RBI to hike repo rates by 50-75 bps towards 5.75-6% if inflation, crude, and global yields remain under pressure.…

Monetary Policy

Saturday, 26 September 2026

IRDAI Pulls The Rug On Distribution Economics, NSE Rings The Bell | Joining The Dots

From IRDAI's new insurance rules to NSE's listing day, here's what connected the week's biggest stories.

IPO & Listings

Sanofi India receives Rs 23.74 crore GST show cause notice

Karnataka GST authorities allege excess input tax credit claim for FY2022-23; company says it is examining the notice

Taxation

India’s bond market performed well, equities to become attractive again: RBI’s Poonam Gupta

India's bond market is exhibiting notable strength, outpacing its historical performance and standing firm against global trends. The Deputy Governor of the Reserve Bank of India…

ETMarkets Smart Talk | Rate-cut cycle over, RBI may be at cusp of rate hikes; yields could inch higher: Puneet Pal

PGIM India’s Puneet Pal expects India’s rate-cut cycle to end and policy rates to rise 50-75 basis points by FY27 amid higher crude and sticky inflation. He sees rising yields…

Monetary Policy

SEBI’s new PMS framework could potentially double industry size over time: APMI Chairman Vikas Khemani

SEBI’s revised PMS framework introduces PRIM, expands investment options and lowers the entry threshold to ₹25 lakh. Industry leaders expect these changes to broaden PMS adoption…

Forex reserves drop to $781 billion after hitting a peak of $785 billion

In the week ending September 11, India’s foreign exchange reserves fell by $4.9 billion, bringing the total down to $780.7 billion from a previous high of $785 billion. This…

NSE share price: How long-term investors can use staggered approach to buy NSE shares

Investors are advised to adopt a staggered buying strategy for NSE shares post-listing, focusing on gradual accumulation. PL rates NSE as 'Accumulate' with a target price of…

Monetary Policy

Are banks open or closed on September 27? Govt move sparks confusion ahead of nationwide strike

In a circular dated September 23, UFBU said it had come across the RBI communication granting permission to operate branches and currency chests on Sunday

RBI changes bulk FD rules from October 1: What depositors and banks need to know

Under the revised framework, banks will have to disclose applicable bulk deposit rates by 10 am on every working day. A 10-minute grace period will be available, allowing banks to…

RBI’s FCNR window: Why banks need seamless digital onboarding to win NRI customers

Under the RBI’s special window, banks can offer NRIs interest rates of 5.5% to 7% on dollar-denominated FCNR(B) deposits, with the facility available until September 30, 2026.

Friday, 25 September 2026