INDIA MARKET LENS

Economy and policy news

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

Friday, 16 October 2026

Thursday, 15 October 2026

IRDAI Open To Suggestions On Insurance Reforms; Says No Intention To Disrupt Agents' Livelihoods

The Insurance Brokers Association of India (IBAI) had written to Prime Minister Narendra Modi seeking intervention and requested a meeting with the regulator before the October 25…

SEBI's New Closing Auction Session Framework: Check Revised Timings, VWAP Rules, Derivatives Cut-Offs

Trading in index derivatives contracts is set to continue until 3:45 p.m. on all trading days.

Sebi reintroduces VWAP for derivatives expiry after CAS turns markets volatile

CAS, introduced in August, led to abrupt price swings on expiry day, making it difficult for traders to participate in the futures and options (F&O) segment.

SEBI CAS: Framework revised; auction window set, reference price calculation for eligible securities changed - Details

SEBI has revised the Clearing and Settlement mechanism, changing the auction window and how reference prices are calculated for eligible securities. The update aims to streamline…

CAS review: Sebi announces last 30-minute VWAP method for settlement

Sebi has revised the closing auction session framework, adopting the last 30-minute VWAP for derivatives settlement and changing trading hours from December 7, 2026.

SEBI Revises CAS Timings; Revises Order Types, Timings And Settlement From Dec 7

Under the revised framework, the reference price for the closing auction will be based on the VWAP of trades executed during the final 15 minutes of continuous trading in the cash…

Sebi revises CAS rules, changes derivatives expiry settlement methodology

Sebi has announced changes to the closing auction session for the equity cash market, which will begin in December 2026. The revised session will run from 3.30 pm to 3.40 pm, with…

2 outlets

India's current account deficit narrows to $5.2 billion in August as capital account surplus hits $50.6 billion

India's current account deficit narrowed to $5.2 billion in August, compared to $6.1 billion a year earlier. The capital account surplus increased substantially to $50.6 billion…

Institutional Flows

India-US trade deal nearing finish line, but tariff clarity remains key

Piyush Goyal says first tranche finalised and under legal drafting; India seeks competitive tariff advantage before operationalisation

Sebi writes to Irdai to include insurance data in consolidated statement

Sebi seeks to include insurance and bank deposit details in consolidated account statements to give investors a comprehensive view of their financial assets

3 outlets

Sebi discusses new UPI merchant charges with NPCI as brokers flag cost concerns

The new framework mandates an MDR of 0.4% on person-to-merchant (P2M) UPI transactions above ₹2,000. For transactions of ₹75,000 and above, the fee is capped at ₹300 per…

India's Net Direct Tax Collections Rise 13.2% To Rs 13.38 Lakh Crore

India's net direct tax collections rose 13.21% to Rs 13.38 lakh crore as of October 14, driven by higher corporate tax and securities transaction tax receipts. Gross collections…

No more guesswork with unknown calls? Govt mandates caller name display from November 1

The Indian government has directed telecom operators to implement Calling Name Presentation (CNAP) on all 4G and 5G networks by November 1, 2026.

IMF applauds India GDP data revamp, says strong fundamentals cushioned energy shock

Addressing questions regarding revisions to India's GDP numbers, Krishna Srinivasan, Director of the IMF's Asia and Pacific Department said that the authorities issued a…

Indian shares set to open lower as hot US inflation raises rate worries

Hotter-than-expected US inflation reinforces concerns over tighter global monetary conditions, a sentimental negative for risk assets such as emerging market equities, traders…

Monetary Policy

Two-wheeler stocks: Can the onset of festive demand offset weak monsoon?

The monsoon shortfall raises concerns over farm incomes, and price increases by manufacturers add to the cost of vehicle ownership

US work visa overhaul: Proposal to end H-1B deference policy puts lakhs of Indians at risk

Official USCIS data shows that 2.26 lakh H-1B applications for Indian-born beneficiaries were approved for continuing employment in fiscal year 2025, accounting for 77.6% of all…

Sebi likely to adopt blended pricing framework to curb expiry-day volatility in derivatives

Sebi reviewed the framework through a consultation paper in September, following pushback from market participants over a liquidity squeeze during the auction.

Monetary Policy

LTCG tax rollback: What investors want from Budget 2027 and will the government deliver?

Investors are seeking a rollback of the 12.5% long-term capital gains (LTCG) tax on eligible equity gains, along with changes to securities transaction tax (STT), ahead of Budget…

Wednesday, 14 October 2026

Sebi confirms interim curbs on Rajesh Exports, says financial disclosure concerns remain unresolved

Sebi has confirmed interim restrictions on Rajesh Exports and promoter Rajesh Mehta, citing unresolved concerns over financial disclosures, possible misrepresentation and the…

2 outletsPromoter Activity

India May Tighten Tobacco FDI Norms, Targeting Brand And Trademark Licensing

The FDI matters in the tobacco sector also assumed importance as India is a signatory to the World Health Organization's (WHO) Framework Convention on Tobacco Control, under which…

SEBI Exempts Allcargo Logistics Promoter Family Trust From Open Offer Obligation

The market watchdog noted that the transaction was non-commercial in nature and would not prejudice the interests of the public shareholders of the company in any manner.

Promoter Activity

Sebi bars Rajesh Mehta from trading in Rajesh Exports, keeps curbs in place

In a confirmatory order, the market regulator demands full compliance with a forensic audit following allegations of a ₹15.15-trillion revenue misrepresentation between FY21 and…

Governance

Sebi confirms Rajesh Exports curbs, flags incomplete information in probe

Rajesh Mehta remains barred from dealing in Rajesh Exports securities as Sebi examines financial disclosures, subsidiary consolidation and alleged related-party fund routing.

3 outlets

India bonds sink deeper on RBI commentary, inflation concerns

Indian government bonds are currently facing notable losses, pushing the 10-year yield to its highest since March 2023. This downturn comes in the wake of hawkish remarks from…

BANKINDIAMonetary Policy