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, 26 October 2026

Sunday, 25 October 2026

Tier-4 Security, Zero Third-Party Cloud: RBI Chief Explains How New Hub Fortifies India's Banking

RBI Governor Sanjay Malhotra says the central bank’s new Bhubaneswar institute will train bank employees and financial sector professionals in cybersecurity as AI, quantum…

'Wars Not Just Fought With Weapons': PM Modi Warns Of Economic Warfare At RBI's Date Centre Launch

The facility in Odisha will host critical payment and settlement systems, while a dedicated cybersecurity institute will focus on training, research and technology capabilities.

'Don't assume FCNR money is untouched': ISB professor flags RBI's $200 billion exposure

The professor's proposal comes as India's forex reserves have fallen to $721.016 billion, down nearly $65 billion from their September peak

Tata Sons listing latest news: How RBI Governor Sanjay Malhotra's first public comment dispels doubts on Sept 11 order

RBI Governor Sanjay Malhotra said large NBFCs and core investment companies with direct or indirect access to public funds must register with the central bank. Since Tata Sons is…

Sebi to revamp short-selling, securities lending rules

Sebi is reviewing short-selling and securities lending rules to improve liquidity and price discovery. The regulator is also planning reforms in clearing, broker compliance…

2 outletsMonetary Policy

Next major wave in retail broking will originate from smaller towns and villages: SEBI chief

Highlighting India's steady 7% economic growth projection by the IMF, SEBI Chairman Tuhin Kanta Pandey said that the country's performance continues to outpace global averages at…

India-Mauritius tax treaty: What the new PPT means for grandfathered investments and capital gains

The amended treaty introduces an anti-abuse test for claiming tax benefits, but eligible capital gains on shares acquired before April 1, 2017, remain subject to specific…

Saturday, 24 October 2026

SEBI To Come Up With Rules To Prevent Broker Terminal Misuse, Says Chairman Pandey

Pandey asked the market ecosystem to treat cyber security as a "business priority" and not as an information technology expense.

AI-Assisted Cyberattacks Put Banks On Alert As RBI Calls For Forensic System Checks

RBI has directed banks and payment firms to conduct forensic checks after data breaches, strengthen access controls and monitor APIs. The move follows CERT-In warnings that…

Video: Piyush Goyal Says India Will Make Huge Contribution Towards Global GDP Growth

Piyush Goyal has invited German companies to deepen manufacturing, research and innovation partnerships with India, saying trade agreements could cover 75% of global GDP within…

Rs 1 Lakh Monthly Income After Retirement: What Corpus Would You Need?

When deciding your long-term retirement corpus requirement, you must account for any financial obligations, as well as inflation and taxes, to avoid any financial stress later.

Monetary Policy

Tata Sons may have to list as upper-layer NBFC; RBI Governor Sanjay Malhotra signals

The RBI recently classified Tata Sons as a CIC under its NBFC-Upper Layer framework. Entities falling within the central bank’s definition of an NBFC or CIC must register if they…

Sebi reviews short selling, SLB rules; plans AI sandbox, bond market-making

The regulator is also finalising responsible AI guidelines, developing graded broker compliance norms and working on measures to improve capital efficiency and supervision

Govt of Singapore’s India portfolio: 10 stocks rally up to 100% in FY27 so far

In terms of stock performance, around 14 stocks in the portfolio have delivered positive returns so far in FY27, while nearly half have posted negative returns.

2 outlets

RBI's EDF mandate explained: Is it mandatory for all exporters? Exemptions, deadlines & more

It forms part of India's foreign exchange compliance framework and helps authorities and authorised dealer banks monitor export transactions and the receipt of payments from…

Food inflation risk returns: Which essential food items could become costlier after a weak monsoon?

India’s deficient monsoon and below-normal reservoir levels have raised concerns about rabi crop production and the risk of renewed food inflation. Wheat, pulses and vegetables…

Monetary Policy

Government is absorbing the oil shock: Who ultimately pays the bill?

India’s public sector is absorbing an estimated 1.7% of GDP to cushion the impact of elevated crude oil prices, but rising import costs are increasing the pressure on government…

Friday, 23 October 2026

Sebi mulls automatic approval for investments, activities by exchanges

Sebi has proposed an automatic approval route for certain activities and investments by market infrastructure institutions, subject to financial limits and governance safeguards.

Infrastructure

Sebi orders Avadhut Sathe Trading Academy and its founder to refund ₹546 cr

Markets regulator Sebi on Friday directed Avadhut Sathe Trading Academy Pvt Ltd (ASTAPL) and its Founder Avadhut Sathe to refund Rs 546.17 crore collected from participants for…

4 outlets

Sebi eases call-recording mandate for research analysts dealing with funds

Market regulator Sebi on Friday eased the mandatory requirement for research analysts to maintain call recordings of their interactions with institutional investors to reduce…

Why Core Investment Companies Like Tata Sons Require Registration? Explains RBI Governor Sanjay Malhotra

Malhotra's comments come amid continued attention on the regulatory requirements applicable to large corporate holding companies and the circumstances under which they must…

Sebi bars Avadhut Sathe, academy from markets, imposes ₹11.5 crore penalty

In a final order issued on Friday, the market regulator directed ASTAPL and its founder Avadhut Dinkar Sathe to disgorge and refund ₹546.17 crore to eligible investors and…

2 outlets

RBI flags rising inflation risks from West Asia conflict, El Nino despite resilient Indian economy

India's external sector shows resilience due to a narrowing trade gap and comfortable foreign exchange reserves. Inflationary pressures have intensified due to geopolitical…

Monetary Policy

'No Disruption In Forex Markets': RBI Guv Affirms Adequate Reserves For FCNR(B) Payouts

RBI Governor Sanjay Malhotra says India has sufficient forex reserves to meet FCNR(B) deposit repayments, while reaffirming the central bank's commitment to orderly rupee…

RBI Guv Reaffirms Price Stability Is Key Objective While Supporting Growth

At the NDTV World Summit, RBI Governor Sanjay Malhotra added that the central bank does not target a particular rupee level.

AI Law In The Works? Ashwini Vaishnaw Outlines Regulation Roadmap At NDTV World Summit 2026

Vaishnaw said AI systems should remain under human control, with safeguards to stop them if they go out of control.