Economy and policy news

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.

India's 10-year bond falls for 10th week in record slump

Indian government bonds have experienced their worst decline in thirty years, falling consecutively for ten weeks. Rising crude oil prices and a hawkish central bank stance have…

Monetary Policy

RBI raises repo rate to 5.50% but injects ₹2.5 lakh crore: Is its policy sending mixed signals?

The RBI’s repo rate hike to 5.50% has been accompanied by a ₹2.5 lakh crore liquidity injection, raising questions about its monetary policy direction. SBI Research warns that…

SBINMonetary Policy

Mohandas Pai on RBI FEMA rules: Are banks making it harder for Indians to receive foreign payments?

The new FEMA framework has brought renewed attention to the paperwork involved in receiving payments from overseas clients.

Sebi introduces margin waiver for clients after Early Pay-In of shares

In a circular dated October 22, 2026, Sebi said the facility would apply when a client has a net sell obligation in a settlement and the Clearing Corporation has successfully…

Quarterly Results

eMudhra, PHP security scare: Govt to hold high-level review, audit to assess potential damage

eMudhra, PHP security row: A senior government official said that the incidents had highlighted weak cybersecurity preparedness among Indian enterprises, particularly micro, small…

'AI-trade' bust will aid India only partially; don’t tweak LTCG, says Madhavi Arora of Emkay Global

A calibrated reduction in STT, particularly for cash-market transactions, would lower friction, improve market liquidity and send a useful signal to global investors, without…

Monetary Policy

RBI asks banks, payment firms to forensically clear tech environments in case of a data breach

The RBI has asked financial entities to remove management and administrative interfaces from public internet access, enforce multi-factor authentication for administrative access…

2 outlets

'Never Done Till It's Done': Jaishankar On India-US Trade Deal And Tariff Risks

External trade talks are progressing, but S Jaishankar says the final stages remain challenging as global tariff uncertainty, sanctions and supply-chain disruptions reshape…

Sebi warns investors against WhatsApp stock tips. Here's how you can avoid such traps

SEBI has cautioned investors against exclusive WhatsApp groups spreading unauthorised stock tips and fake profit claims. The regulator flagged astroturfing, overseas numbers…

4 outlets

Your SIP Shows Rs 50 Lakh. How Much Of It Is Your Real Wealth?

Your SIP may show Rs 50 lakh, but inflation can reduce its purchasing power. Learn how to calculate your real wealth, and plan for future expenses.

Mutual Funds

Sebi allows margin relief against early pay-in of securities for subsequent trades

The Securities and Exchange Board of India (Sebi) has announced a new directive that eases margin requirements for clients with a net sell obligation. This policy is particularly…

3 outletsQuarterly Results

Sebi eases margin rules for trades post EPI

Clearing corporations must not collect additional margins from trading or clearing members on clients’ subsequent positions, up to the value of EPI they have accepted.

Quarterly Results

Budget FY28: Centre weighs up to 20% higher fertiliser subsidy amidst external headwinds

The current budgetary allocation of Rs1.7 Lakh crore as fertiliser subsidy is expected to surpass Rs 3 Lakh crore, with more than 65% having already been utilised, as per…

NCDEX launches NDEX and FINNDEX indices to foray into equity and derivatives markets

NCDEX has launched NDEX and FINNDEX, two rule-based indices covering large and liquid Indian equities and financial sector stocks. The benchmarks use a multi-factor methodology…

2 outletsMonetary Policy

SEBI Eyes Wider Role For REITs And InvITs In Asset Monetisation, Official Says | Profit Exclusive

SEBI is considering rules that would allow REITs and InvITs to acquire third-party projects, while working with the government to unlock public assets. The regulator is also…

‘Rate cuts are off the table in the near term’: RBI in October MPC minutes

This comes after RBI MPC decided unanimously to hike the repo rate by 25 bps to 5.5% in the October MPC. The next RBI MPC meeting is scheduled for December 2-4.

Monetary Policy

Indian shares seen opening lower as high oil prices fuel inflation worries

GIFT Nifty futures were at 22,643 at 7:55 a.m. IST (0225 GMT), indicating a negative start for the benchmark Nifty 50, which closed at 22,811.35 on Wednesday.

Monetary Policy

8th Pay Commission: Why Salary Arrears Matter For India's FY28 Consumption

Jefferies expects higher government salaries and potential arrears under the 8th Pay Commission to support discretionary spending in FY28. Implementation timing remains uncertain…

Taxation

RBI flags widening inflation risks, puts rate cuts on ice

RBI's Monetary Policy Committee raised the benchmark repo rate by 25 basis points to address rising inflation concerns. Governor Sanjay Malhotra indicated a generalisation of…

Monetary Policy

Ensure 'Shubh Labh' In Balance Sheets: RBI Deputy Governor To Financial Institutions

The Deputy Governor also said that the Indian financial system enters its next phase from a position of strength.

RBI rejects all bids at Treasury bill auction as short-term yields surge

The RBI rejected all bids at the Rs 23,000 crore Treasury bill auction as short-term yields climbed, while the benchmark 10-year government bond yield rose to 7.44%.

Not A One-Off: RBI MPC Minutes Point To A Rate-Hike Cycle As Inflation Heads To 6% Ceiling

"At some point, a larger pass-through of input costs to output prices may materialise. Under these circumstances, it is conceivable that a further increase in the policy rate…

Monetary Policy

India's core sector growth accelerates to 7.9% in September; refinery output jumps 10.3%

Iron ore production recorded the highest growth among the nine core industries, rising 18.4% year-on-year in September

Jane Street appeal: SAT reserves order on plea for additional Sebi records

Jane Street sought order logs and counterparty details from Sebi to prepare its defence against the July 2025 interim order alleging manipulation of the Bank Nifty index.

Defence

SEBI's CAS Revision: A Necessary Separation Of Cash Price Discovery And Derivatives Settlement

For Indian markets, this is a constructive regulatory adjustment. It preserves the development of a closing-auction mechanism while addressing a significant source of uncertainty…

Indian bonds sell off on oil shock ahead of RBI policy minutes

Indian government bonds experienced a significant decline due to rising oil prices, raising concerns about inflation among investors. The benchmark bond yield has reached its…

Monetary Policy