INDIA MARKET LENS

Economy and policy news

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

Talking Points This Week: AI Cash Burn, A Tiger Comeback And An India That Still Finds Its Own Path

India is not immune to higher oil or tighter global liquidity, yet its earnings base is broader, its domestic policy levers are still available, and its structural themes—manufacturing scale, defence localisation, digital infrastructure, formalisation—keep compounding underneath the noise.

Quarterly Results

Thursday, 29 October 2026

ET EXPLAINER: What do the new REIT regulation amendments mean for investors?

SEBI amended REIT regulations to revise unitholder voting thresholds, introduce exit options for dissenting investors during specified sponsor exits, permit depository receipts…

Infrastructure

GIFT City funds see tax issues resolved after representations: Experts

Tax authorities address Section 80LA deduction disputes, but experts flag GST compliance costs and competitiveness concerns

Taxation

Rs 1-Crore Term Insurance Sounds Like A Lot. Is It Enough For Your Family?

Is Rs 1 crore term insurance enough for your family? Explore how home loans, daily expenses, children's education, and inflation affect your coverage needs, with a practical…

Monetary Policy

Rupee under pressure despite $721 billion forex reserves: Why is the Indian currency falling?

Why is the Indian rupee falling despite $721 billion in forex reserves? Rising crude oil prices, foreign investor outflows, higher US Treasury yields and geopolitical uncertainty…

Institutional Flows

Food Inflation Hits 7.74%, Onion Prices Surge 108%. Can The Rate Hike Contain Price Pressures?

Food inflation jumped to 7.74% in September as onion prices surged 108% and sugar rose 30%. The RBI's 25-basis-point rate hike faces a test amid rising commodity prices.

Monetary Policy

Ambuja Cements Q2 Results: Net profit tanks 90% YoY to Rs 114 crore on tax reversal effect; revenue rises 10%

Ambuja Cements Q2 Results: The company reported a 90% year-on-year decline in Q2 FY27 net profit to Rs 114 crore due to a Rs 1,697 crore income tax provision reversal in the…

2 outletsQuarterly Results

Stockbrokers to seek Sebi clarity on peak margin after EPI relief

On 22 October, Sebi eased margin requirements for trades made using proceeds from shares sold through the EPI mechanism. EPI allows investors to transfer shares to the clearing…

Quarterly Results

WhatsApp, Telegram Investment Scams Need Heavy-Handed Action: SEBI Chair Pandey

SEBI Chairman Tuhin Kanta Pandey said the regulator would take a tough approach to investment scams on messaging platforms, warning that fake groups and promises of guaranteed…

BFSI Insight Summit: Sebi explores domestic AI model for securities market

Regulator also proposes tighter disclosure norms for issue proceeds and stronger cybersecurity oversight

Wednesday, 28 October 2026

Tuesday, 27 October 2026

No standardised CAS template worldwide: Sebi Whole-time Member K V R Murty

At the BFSI Insight Summit 2026, Sebi's KVR Murty said retail F&O traders may need additional guardrails, while stressing investor awareness, market integrity and technology-led…

India's growth momentum stays resilient despite global headwinds: RBI Deputy Governor Poonam Gupta

Reserve Bank Deputy Governor Poonam Gupta indicated that India's real GDP growth fell short due to external shocks. She highlighted that India has managed over 7 percent growth…

2 outlets

GST officers told to split multi-yr tax notices, substantiate fraud claims

CBIC's new circulars seek greater clarity in GST notices and adjudication, while easing registration requirements, export payment rules and input tax credit distribution

Taxation

Sebi extends deadline for debenture trustees to comply with norms till April 2027

Sebi has extended the deadline for debenture trustees to comply with regulatory requirements by six months. The new deadline for compliance is now set for April 27, 2027. This…

3 outlets

Derivatives trading may need more guardrails, says Sebi's KVR Murty

Business Standard BFSI Summit: Sebi's KVR Murty says the regulator is considering whether more guardrails are needed for derivatives trading, particularly amid heightened activity…

Delhi’s Draft IT Policy Targets 200 GCCs, Tech Districts, 100% Online Government Services

Delhi’s draft IT policy for 2026-31 plans more than 200 Global Capability Centres, digital training for up to six lakh youth and all notified government services online, PTI…

Crypto industry leaders flag tax hurdles, seek regulatory clarity in India

At the Business Standard BFSI Insight Summit 2026, crypto industry leaders flagged the burden of crypto taxation, called for regulatory clarity and highlighted growing investor…

Good News For Maharashtra ST Bus Employees Ahead Of Diwali, Govt Approves Rs 391 Crore

This reimbursement will ease financial pressure on the state-run utility, which operates bus services across Maharashtra and provides discounted travel to eligible passengers.

Raghuram Rajan Urges Caution: Fighting Rupee Depreciation With Forex Reserves Is A Trap

Former RBI chief warns against exhausting forex reserves to defend the rupee, urging policymakers to prioritise economic fundamentals over a specific exchange-rate target.

Finance ministry weighs options on LTCG tax, decision likely in Union Budget 2027-28

The Centre explores LTCG tax relief to stem foreign fund outflows, but ensuring parity between domestic and overseas investors remains a key challenge.

Sebi’s revised closing auction framework raises hopes of revenue revival for brokers

Stockbrokers hit by declining derivative volumes expect Sebi’s restored VWAP pricing rules to bring revenues back to pre-disruption levels.