RBI Governor Sanjay Malhotra highlighted concerns regarding emerging cyber threats from artificial intell ...More

RBI Governor Sanjay Malhotra highlighted concerns regarding emerging cyber threats from artificial intelligence in banking systems. Measures are being implemented by banks and the RBI to secure IT infrastructure against these risks. The State Bank of India acknowledged potential data exposure, prompting increased vigilance for customer protection. Malhotra expressed confidence in India's robust forex reserves and external sector resilience amid these challenges. ...Less

RBI Governor Sanjay Malhotra highlighted the challenges faced by central banks due to global uncertaintie ...More

RBI Governor Sanjay Malhotra highlighted the challenges faced by central banks due to global uncertainties and supply chain issues. He noted the elevated global inflation and lower growth forecasts impacting monetary policy decisions worldwide. India entered this phase with strong macroeconomic fundamentals, maintaining growth at 7.8% despite rising inflation levels. The RBI's goal remains to achieve price stability while ensuring financial market order and health. ...Less

RBI Governor Sanjay Malhotra explains the need for Tata Sons to register as an upper-layer NBFC. Large NB ...More

RBI Governor Sanjay Malhotra explains the need for Tata Sons to register as an upper-layer NBFC. Large NBFCs handling public funds are required to follow specific regulations, including mandatory listing. This classification stems from the systemic risks posed by financial leverage within group companies. Malhotra emphasizes the RBI's commitment to price stability and economic growth amidst stable inflation levels. ...Less

Reserve Bank of India (RBI) Governor Sanjay Malhotra said the duration and extent of the rate hike cycle ...More

Reserve Bank of India (RBI) Governor Sanjay Malhotra said the duration and extent of the rate hike cycle will be contingent on the actual growth-inflation developments and outlook. The governor and other five Monetary Policy Committee (MPC) members voted to raise the repo rate by 25 bps to 5.5 per cent. The rate was hiked after a gap of nearly four years. He noted that there are increasing signs of generalisation of inflation. ...Less

Addressing the 36th conference of state finance secretaries at the Mint Road, Malhotra appealed the state ...More

Addressing the 36th conference of state finance secretaries at the Mint Road, Malhotra appealed the states to onboard onto the Unified Lending Interface (ULI) and utilise Programmable Central Bank Digital Currency (P-CBDC) for Direct Benefit Transfers (DBT). ...Less

Reserve Bank of India (RBI) Governor Sanjay Malhotra on Friday said the central bank does not target any ...More

Reserve Bank of India (RBI) Governor Sanjay Malhotra on Friday said the central bank does not target any specific exchange rate or level for the rupee against the US dollar, stressing that its primary objective is to ensure orderly conditions in the foreign exchange market and prevent excessive volatility. ...Less

Raghuram Rajan said India should avoid aggressively defending the rupee amid the current depreciation spr ...More

Raghuram Rajan said India should avoid aggressively defending the rupee amid the current depreciation spree, stressing that a weaker rupee could only benefit India. The former RBI Governor cautioned against excessive use of foreign exchange reserves to maintain a specific exchange rate level. ...Less

India's central bank governor said on Friday non-bank finance companies classified in the upper layer are ...More

India's central bank governor said on Friday non-bank finance companies classified in the upper layer are required to list on the stock market, reiterating the Reserve Bank of India's stance on the listing of Tata Sons without commenting directly on the company. ...Less

Gross foreign direct investment (FDI) to India decreased to $11 billion in August, from $14 billion a mon ...More

Gross foreign direct investment (FDI) to India decreased to $11 billion in August, from $14 billion a month ago. Net FDI to India slows $3 billion in August, from $7 billion in July. Financial services, communication services, computer services and manufacturing accounted for around 73% of total FDI equity inflows during April-August 2026. ...Less

Outward remittances under the Liberalised Remittance Scheme (LRS) stood at $2.7 billion, with travel acco ...More

Outward remittances under the Liberalised Remittance Scheme (LRS) stood at $2.7 billion, with travel accounting for the largest chunk. Indians spent $1.6 billion on travel in August, from $1.7 billion in July, while $275 million were spent on maintenan-ce of relatives. Indian citizen spent $321 million on investments in equity and debt, while $191 million on studies abroad. ...Less

Former RBI Governor D Subbarao has said India must make economic growth more employment-intensive, warnin ...More

Former RBI Governor D Subbarao has said India must make economic growth more employment-intensive, warning that rapid output expansion alone cannot deliver a demographic dividend. He called for greater private investment, labour-intensive manufacturing and improved skills, while urging transparent technical scrutiny of GDP estimates and differences with other economic indicators. ...Less

Indian government bonds have experienced ongoing losses for nine consecutive weeks due to RBI's monetary ...More

Indian government bonds have experienced ongoing losses for nine consecutive weeks due to RBI's monetary tightening measures. The benchmark 6.94% 2036 bond yield has climbed over 62 basis points during this period, reflecting investor concerns. Additionally, the RBI's commitment to support the rupee and manage liquidity has further dampened bond market sentiment. Market participants are wary of possible future actions regarding bond yields as the RBI addresses financial stability. ...Less

BSE has initiated the search for its next managing director and chief executive officer. Sundararaman Ram ...More

BSE has initiated the search for its next managing director and chief executive officer. Sundararaman Ramamurthy is scheduled to retire in June 2027 after reaching the age limit. The exchange is looking for candidates with at least 20 years of experience, which includes senior leadership roles. Applicants need to be under 62 years old as of July 1, 2027. ...Less

The Reserve Bank of India recorded a net purchase of $43.26 billion in August's foreign exchange market. ...More

The Reserve Bank of India recorded a net purchase of $43.26 billion in August's foreign exchange market. This was done to manage significant dollar inflows from the FCNR(B) scheme and overseas borrowings. Despite the net purchase, foreign exchange reserves did not increase due to large forex sell/buy swaps. By August 31, measures attracted over $127 billion, aiding the RBI's operations. ...Less

Bharat Petroleum Corporation Limited (BPCL) has reported a 21.45% decline in consolidated net profit for ...More

Bharat Petroleum Corporation Limited (BPCL) has reported a 21.45% decline in consolidated net profit for Q2 FY27. The decline is attributed to losses from the sale of petrol, diesel, and LPG, which affected marketing margins. Consolidated revenue from operations increased by 29.7% compared to the previous fiscal year. As of September 30, 2026, BPCL's cumulative under recoveries on LPG reached ₹17,334.40 crore. ...Less

Adani Power has reported a 142% increase in net profit for the July-September quarter. This profit was dr ...More

Adani Power has reported a 142% increase in net profit for the July-September quarter. This profit was driven by strong electricity demand and exceptional prior-period income. Operating revenue for the company saw a nearly 30% increase compared to the previous year. The company also recognized significant revenue due to adjustments in historic energy charges under its power purchase agreements. ...Less

The Indian economy is projected to maintain a growth rate of 7.1% for the year 2026-27. This projection i ...More

The Indian economy is projected to maintain a growth rate of 7.1% for the year 2026-27. This projection is an increase from the previously estimated 6.7%. RBI governor Sanjay Malhotra noted that inflationary pressures are rising, which could impact the growth outlook. Despite turbulent global conditions, India's economic resilience has been remarkable according to the governor. ...Less

Shares of Swiggy fell by 16.4% to ₹176.70, marking a record low for the company. This decline raises conc ...More

Shares of Swiggy fell by 16.4% to ₹176.70, marking a record low for the company. This decline raises concerns over cash burn and achieving profitability in its quick-commerce business. Analysts are questioning Swiggy's strategic choices and execution following its market debut. The widening losses in the quick-commerce segment have drawn attention to the company's overall performance. ...Less

Shaktikanta Das highlighted the essential role of the BFSI sector in financing infrastructure and new man ...More

Shaktikanta Das highlighted the essential role of the BFSI sector in financing infrastructure and new manufacturing. He emphasized the need for funding micro, small and medium enterprises as well as agriculture. Das proposed utilizing digital financial channels for efficient credit underwriting and financial inclusion. The segment must adapt to support next-gen Digital Public Infrastructure and sustainable finance. ...Less

In the second quarter of FY2027, Dr. Reddy's Labs experienced a downturn in both revenue and profit. Howe ...More

In the second quarter of FY2027, Dr. Reddy's Labs experienced a downturn in both revenue and profit. However, the company supports new trade margin regulations that aim to improve access to vital medicines. With a commitment to boosting its core business performance, management is also dedicated to exploring growth avenues. ...Less

Prime Minister Narendra Modi is set to inaugurate the Reserve Bank of India's state-of-the-art data centr ...More

Prime Minister Narendra Modi is set to inaugurate the Reserve Bank of India's state-of-the-art data centre and Cybersecurity Training Institute on Sunday. This initiative aims to bolster Odisha’s digital framework and elevate national financial security. Situated in Jatni, the facility is designed to support crucial payment and settlement operations. With 2,100 police personnel and traffic regulations in place, this visit marks Modi's ninth trip to Odisha since 2024. ...Less

Indian bond yields remain steady at approximately 7.45%, influenced by growing inflation anxieties. The R ...More

Indian bond yields remain steady at approximately 7.45%, influenced by growing inflation anxieties. The Reserve Bank of India recently increased the repo rate to 5.50%, hinting that further hikes may follow. With climbing oil prices and food inflation heightening economic concerns, analysts speculate another increase may occur in December, before a potential pause. The elevated energy costs pose significant challenges for India's economy, affecting the rupee and government finances. ...Less

Market participants and economists now expect a 25-bps increase in the December and February reviews. A f ...More

Market participants and economists now expect a 25-bps increase in the December and February reviews. A further 25-bps increase in April isn't ruled out if crude oil prices remain persistently above $100. One basis point is a hundredth of a percentage point. "After the minutes were released, we think the probability of a consecutive hike in December has increased. Our terminal rate forecast is now at 6% for this hiking cycle and we expect the cycle to be rather shallow," Barclays said in a note. ...Less

India's external sector shows resilience due to a narrowing trade gap and comfortable foreign exchange re ...More

India's external sector shows resilience due to a narrowing trade gap and comfortable foreign exchange reserves. Inflationary pressures have intensified due to geopolitical tensions and supply-side bottlenecks. The RBI reported an increase in both industry and services indicators, showcasing economic strength. The IMF has revised India's growth projection for 2026-27 to 7% based on resilient domestic demand. Global financial volatility has increased amid global challenges and rising inflation risks. ...Less

JSW Steel achieved an impressive three-fold rise in its consolidated net profit for the September quarter ...More

JSW Steel achieved an impressive three-fold rise in its consolidated net profit for the September quarter, highlighted by a record-breaking 13% increase in sales volumes compared to last year. The company has received approval for ambitious expansion projects, aiming to add 5 million tonnes at the Utkal site in Odisha. ...Less

The RBI has asked financial entities to remove management and administrative interfaces from public inter ...More

The RBI has asked financial entities to remove management and administrative interfaces from public internet access, enforce multi-factor authentication for administrative access, and restrict access to cloud and backend systems on a least-privilege basis. The measures include auditing source code, repositories, configuration files, client applications and cloud storage for exposed credentials, and immediately rotating and purging compromised credentials. ...Less

In its report, SBI said the RBI had consistently signalled its commitment to monetary tightening through ...More

In its report, SBI said the RBI had consistently signalled its commitment to monetary tightening through its policy resolution, the Governor’s statement and the minutes of the Monetary Policy Committee (MPC). The liquidity infusion through repo auctions, however, appeared difficult to reconcile with this approach. ...Less

Tata Sons is currently observing the situation involving its majority owners, Tata Trusts, regarding gove ...More

Tata Sons is currently observing the situation involving its majority owners, Tata Trusts, regarding governance issues. The annual general meeting (AGM) deadlines are approaching and require shareholder majority for resolutions. Important changes in trustee roles could affect voting dynamics significantly. Legal experts suggest focusing on regulatory clarity to facilitate successful AGM execution. Clear representation and consensus among the trusts are critical for passing necessary resolutions. ...Less

Mid-cap and small-cap stocks in India have faced major declines, indicating a shift in market sentiment. ...More

Mid-cap and small-cap stocks in India have faced major declines, indicating a shift in market sentiment. The Nifty MidCap 150 and Small-cap 250 indices reported their worst weekly falls in two years. Domestic retail investors initially supported these segments by increasing mutual fund contributions. However, concerns over rising oil prices and fiscal deficits are adding to market uncertainties. ...Less

Indian government bonds faced a downturn, attributed to soaring oil prices and statements from the Reserv ...More

Indian government bonds faced a downturn, attributed to soaring oil prices and statements from the Reserve Bank of India. The yield on the benchmark 6.94% 2036 bond rose following the central bank's recent rate hike. Geopolitical tensions involving Yemen and Saudi Arabia also pushed oil prices higher. With consumer inflation expected to exceed the central bank's upper tolerance limit in October, traders are keenly awaiting U.S. ...Less

RBI's Monetary Policy Committee raised the benchmark repo rate by 25 basis points to address rising infla ...More

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 inflation, with many commodities exceeding 4% inflation. Deputy Governor Poonam Gupta highlighted the influence of external supply-side shocks on inflation projections. External members expressed concerns about the implications of an aggressive rate hike on economic growth. ...Less

D Subbarao advocates for allowing the rupee to find its level based on economic fundamentals. He criticiz ...More

D Subbarao advocates for allowing the rupee to find its level based on economic fundamentals. He criticizes costly short-term measures that do not address structural issues behind capital outflows. The rupee's recent recovery followed the Reserve Bank of India's measures to reduce dollar demand. Subbarao highlights the importance of tax reforms to attract foreign investment in India. ...Less

Early Thursday, bonds issued by the Indian government saw slight upswings, influenced by a rally in US Tr ...More

Early Thursday, bonds issued by the Indian government saw slight upswings, influenced by a rally in US Treasuries. Despite this, concerns over liquidity, climbing interest rates, and mounting supply challenges have capped these hikes. Traders are curbing risk levels prior to a major debt auction, while rising domestic inflation fuels anticipations of a tougher monetary approach from the Reserve Bank of India, as evidenced by the expanding India-U.S. yield spread. ...Less

UPI MDR charges on eligible merchant transactions above Rs 2,000 have been deferred until after Diwali, w ...More

UPI MDR charges on eligible merchant transactions above Rs 2,000 have been deferred until after Diwali, with the exact implementation date yet to be announced. The proposed 40-basis-point merchant discount rate will leave more than 95% of UPI merchant transactions by volume free. The pricing change aims to generate revenue for banks and payment companies amid rising digital payments infrastructure costs. ...Less

The RBI raised the repo rate 25 bps to 5.50%, its first hike in nearly four years, and shifted its stance ...More

The RBI raised the repo rate 25 bps to 5.50%, its first hike in nearly four years, and shifted its stance to calibrated tightening. Governor Sanjay Malhotra flagged four global risks: West Asia tensions and volatile oil prices, tariff uncertainty, elevated bond yields and stretched AI stock valuations. He said these risks are clouding global sentiment despite resilient growth. ...Less

The Reserve Bank of India is set to initiate bond sales to better regulate liquidity within the banking s ...More

The Reserve Bank of India is set to initiate bond sales to better regulate liquidity within the banking system. As of October 16, banks will face a stricter cash reserve ratio requirement, further enhancing liquidity oversight. This follows the RBI's first key policy rate hike in almost four years, hinting at possible future increases. ...Less

NPCI framework, announced on September 15, was scheduled to take effect on October 15. It prescribed a 0. ...More

NPCI framework, announced on September 15, was scheduled to take effect on October 15. It prescribed a 0.4% fee on eligible bank account-funded merchant payments above Rs 2,000, capped at Rs 300 per transaction. ...Less

On October 13, the Reserve Bank of India plans to auction government securities valued at Rs 25,000 crore ...More

On October 13, the Reserve Bank of India plans to auction government securities valued at Rs 25,000 crore. This operation will present six distinct securities, each with maturities ranging between 2030 and 2034. The central bank will determine the accepted amounts and may opt for lower bids. At present, the banking sector holds a surplus liquidity estimated at approximately Rs 3.88 lakh crore. ...Less

"The impact depends on to what extent tariffs are going to be applied. So, it's premature to answer. But ...More

"The impact depends on to what extent tariffs are going to be applied. So, it's premature to answer. But obviously it will have some negative impact," Malhotra said during the post-monetary policy press conference in response to a query on the impact on the economy if the trade deal with the US fails to materialise. However, India has concluded or implemented a series of trade agreements in recent months, which could help diversify its export markets. ...Less

Bank stocks including Kotak Mahindra Bank, PNB, Union Bank and Canara Bank gained up to 2% after the RBI ...More

Bank stocks including Kotak Mahindra Bank, PNB, Union Bank and Canara Bank gained up to 2% after the RBI rose on Monday after the repo rate by 25 basis points to 5.50%. The Nifty Bank index rose as investors assessed the impact of the rate hike and the RBI’s shift to calibrated tightening. ...Less

Individuals undertaking personal transactions will not have to comply with new foreign exchange trade reg ...More

Individuals undertaking personal transactions will not have to comply with new foreign exchange trade regulations imposed. The Reserve Bank of India aims to ease compliance burdens related to reporting obligations for personal contracts. RBI Governor Sanjay Malhotra confirmed that routine payments for services and subscriptions are exempt from reporting. Additionally, smaller export transactions of up to ₹10 lakh may rely on self-declarations. ...Less

Banking, NBFCs, realty and auto stocks came under pressure after the RBI raised the repo rate by 25 basis ...More

Banking, NBFCs, realty and auto stocks came under pressure after the RBI raised the repo rate by 25 basis points to 5.50% and shifted its stance to calibrated tightening. The rate hike, the first in four years, comes amid elevated crude prices, rising global bond yields, inflation concerns and sustained foreign outflows. ...Less

The liquidity from the foreign currency non-resident deposits is likely to stabilize bank deposit rates t ...More

The liquidity from the foreign currency non-resident deposits is likely to stabilize bank deposit rates temporarily. This situation will allow banks to benefit from higher lending rates associated with floating rate loans. Despite the current surplus liquidity, analysts foresee a shift towards neutrality by the end of December. The Reserve Bank of India emphasizes the importance of proper usage of these deposits for economic stability. ...Less

RBI rate hike in October monetary policy marks a sharp shift to calibrated tightening, raising the repo r ...More

RBI rate hike in October monetary policy marks a sharp shift to calibrated tightening, raising the repo rate to 5.5%. RBI Governor Sanjay Malhotra is prioritising inflation risks as crude oil, food prices and inflation expectations rise. Strong FY27 GDP growth at 7.1%, rapid credit growth and tighter liquidity give RBI room to act before supply shocks spread across markets. ...Less

The Reserve Bank of India implemented strong measures to stabilise the rupee as external pressures intens ...More

The Reserve Bank of India implemented strong measures to stabilise the rupee as external pressures intensify. This includes opening a dollar window for state-owned oil refiners and introducing a new reserve requirement for foreign-exchange derivatives. Analysts expect the rupee to rally but caution that sustaining those gains may be difficult due to high oil prices and foreign fund outflows. ...Less

Shares of Pine Labs, Moneyview and other fintech firms rose after the RBI announced interoperability amon ...More

Shares of Pine Labs, Moneyview and other fintech firms rose after the RBI announced interoperability among NBFC account aggregators. The move will let customers share financial information across different account aggregators through a single account, without fresh registration, subject to their consent. ...Less

The Reserve Bank of India on Thursday executed a noteworthy 29-day variable rate reverse repo auction, at ...More

The Reserve Bank of India on Thursday executed a noteworthy 29-day variable rate reverse repo auction, attracting Rs 79,655 crore in bids, fully accepted at a 5.49 percent rate. This event contrasted sharply with the one-day VRRR auction, which invited bids totaling Rs 1,60,664 crore. Currently, the banking sector enjoys a liquidity surplus of around Rs 4. ...Less

The monetary policy committee (MPC) voted unanimously for the increase and adopted a stance of "calibrate ...More

The monetary policy committee (MPC) voted unanimously for the increase and adopted a stance of "calibrated tightening". RBI Governor Sanjay Malhotra said rate cuts were off the table for now, leaving a further increase or a pause as the choices at future meetings. The impact on existing borrowers will depend on the benchmark in their loan agreement. Banks must reset rates on loans linked to an external benchmark at least once every three months. ...Less

India's retail inflation accelerated to 5.54% in September 2026, a notable rise from August's 4.83%. This ...More

India's retail inflation accelerated to 5.54% in September 2026, a notable rise from August's 4.83%. This jump is particularly linked to rising food prices, predominantly in vegetables. Rural inflation hit 6.08%, outpacing urban inflation at 4.88%. In response, the Reserve Bank of India increased the benchmark repo rate by 25 basis points on October 7, 2026, and revised its inflation outlook for the fiscal year 2027. ...Less

The Governor made the remarks in response to an question at the post-policy press conference, after the R ...More

The Governor made the remarks in response to an question at the post-policy press conference, after the RBI flagged elevated AI-related asset valuations among the key downside risks to the global economy. ...Less

India's cautious approach towards cryptocurrencies emphasises the importance of underlying technologies l ...More

India's cautious approach towards cryptocurrencies emphasises the importance of underlying technologies like distributed ledger and tokenisation. RBI Governor Sanjay Malhotra expressed concerns regarding monetary sovereignty and its effects on capital flows. While domestic payments are efficient, challenges remain in cross-border transactions, which may benefit from central bank digital currencies. The rising public debt and bond yield movements reflect the increased spending attributed to artificial intelligence. ...Less

The rupee neared its record low after the RBI raised the repo rate to 5.50%. Governor Sanjay Malhotra sai ...More

The rupee neared its record low after the RBI raised the repo rate to 5.50%. Governor Sanjay Malhotra said the currency may be undervalued, while analysts viewed the hawkish stance and higher inflation outlook as supportive of the rupee. ...Less

The RBI announced measures to enhance customer convenience, including allowing SEBI-registered depositori ...More

The RBI announced measures to enhance customer convenience, including allowing SEBI-registered depositories to include bank deposit details in consolidated account statements (CAS) and enabling interoperability among NBFC-Account Aggregators. Both measures will be operational by December 31, 2026. The central bank also announced a Technical Consultative Committee for Financial Markets to strengthen engagement with market participants and stakeholders. ...Less

RBI’s 25-bps repo rate hike to 5.50% was largely expected, but its shift to ‘calibrated tightening’ surpr ...More

RBI’s 25-bps repo rate hike to 5.50% was largely expected, but its shift to ‘calibrated tightening’ surprised markets and signals that near-term rate cuts are unlikely. Analysts expect selective pressure on rate-sensitive sectors, while banks with stronger balance sheets may remain relatively better placed amid rising inflation and crude prices. ...Less

The Reserve Bank of India revised its crude oil price projections for the fiscal year 2026-27. This adjus ...More

The Reserve Bank of India revised its crude oil price projections for the fiscal year 2026-27. This adjustment has led to increased inflation forecasts, now projected at 5.2% for FY27. The bank notes ongoing supply pressures and volatility in international oil prices contributing to these changes. India's merchandise trade deficit has also widened due to rising imports, especially in crude oil. ...Less

RBI MPC Meeting October 2026: RBI officials are holding a three-day Monetary Policy Committee meeting ami ...More

RBI MPC Meeting October 2026: RBI officials are holding a three-day Monetary Policy Committee meeting amid inflationary pressures and rising crude oil prices. The repo rate has remained unchanged at 5.25 per cent for consecutive meetings after a series of cuts. Experts anticipate a 25-basis-point hike, potentially reaching 5.75 to 6 per cent in upcoming meetings. The Governor is set to deliver live MPC speech at 10 am. ...Less

Auto stocks including Tata Motors PV, Maruti Suzuki, M&M and Ashok Leyland dropped on Wednesday after the ...More

Auto stocks including Tata Motors PV, Maruti Suzuki, M&M and Ashok Leyland dropped on Wednesday after the RBI raised the repo rate and shifted to calibrated tightening. Analysts expect Q2 revenue growth to remain strong, but rising commodity costs, limited pricing power and elevated inventories could pressure margins and demand. ...Less

Reserve Bank of India governor Sanjay Malhotra has indicated that regulations on revolving credit by non- ...More

Reserve Bank of India governor Sanjay Malhotra has indicated that regulations on revolving credit by non-banking finance companies are under review. The RBI issued draft norms limiting NBFCs to term loans without revolving credit options. Malhotra said that systemic risks linked to these changes will be thoroughly evaluated before reaching a decision. ...Less

The Indian rupee has dipped to its lowest point in five months, following a recent interest rate hike by ...More

The Indian rupee has dipped to its lowest point in five months, following a recent interest rate hike by the Reserve Bank of India. Analysts remark that the monetary policy appears too lenient to stabilize the currency. Investors are wary as ongoing portfolio outflows and rising global bond yields continue to exert pressure. ...Less

Indian government bonds witnessed minimal changes on Tuesday as traders prepared for an expected rate hik ...More

Indian government bonds witnessed minimal changes on Tuesday as traders prepared for an expected rate hike. The benchmark 6.94% 2036 bond yield decreased slightly, reflecting a cautious market sentiment. Many economists predict the Reserve Bank of India will raise its key policy rate by 25 basis points during the meeting. Additionally, investors are concerned about potential further actions that may accompany the rate increase. ...Less

Quickening inflation, stoked by oil prices and El Nino, could force policymakers to harden further ...More

Quickening inflation, stoked by oil prices and El Nino, could force policymakers to harden further ...Less

Sanjay Malhotra, the Governor of the Reserve Bank of India, commented on the impact of MDR fees on UPI tr ...More

Sanjay Malhotra, the Governor of the Reserve Bank of India, commented on the impact of MDR fees on UPI transactions. He expressed confidence that transaction volumes will remain stable despite the new fee structure. Additionally, Malhotra discussed strong credit growth and its positive effects on economic activity. He reassured that the adverse effects on asset quality in non-bank lenders are not expected. ...Less

The Reserve Bank of India has raised the policy repo rate by 25 basis points to 5.50%. This increase is t ...More

The Reserve Bank of India has raised the policy repo rate by 25 basis points to 5.50%. This increase is the first since February 2023 amid economic uncertainties both domestically and globally. Geopolitical developments have contributed to instability in global markets, affecting economic activity. Despite these challenges, the RBI noted that the Indian economy remains strong with broad-based momentum. ...Less

Oil prices climbed on Thursday, with Brent crude surpassing $102 a barrel as Middle East tensions and att ...More

Oil prices climbed on Thursday, with Brent crude surpassing $102 a barrel as Middle East tensions and attacks on Gulf shipments heightened supply concerns. WTI also rose nearly 2%. Falling US crude inventories added support, while analysts warned prolonged Strait of Hormuz disruptions could push prices significantly higher, potentially toward $120. ...Less

RBI Governor Sanjay Malhotra said the next financial crisis may be triggered by geopolitical shocks, cybe ...More

RBI Governor Sanjay Malhotra said the next financial crisis may be triggered by geopolitical shocks, cyberattacks or technology failures rather than the banking system itself, calling for stronger resilience across markets, payments, non-banks and critical infrastructure. He said India’s financial system remains strong, but warned that “today’s resilience” does not guarantee immunity from future shocks. ...Less

The Reserve Bank of India has introduced inter-operability among various Account Aggregators to simplify ...More

The Reserve Bank of India has introduced inter-operability among various Account Aggregators to simplify information sharing. Customers will be able to authorize financial data sharing with banks and lenders. This interconnected system eliminates the need for users to switch platforms for different Account Aggregators. The changes are aimed at enhancing convenience and seamless interactions in financial services. Customer consent remains essential for the sharing of financial information between platforms. ...Less

RBI’s first repo rate hike in nearly four years highlights why interest rates matter for stock valuations ...More

RBI’s first repo rate hike in nearly four years highlights why interest rates matter for stock valuations, echoing Warren Buffett’s long-held view that higher rates can weigh on asset prices. ...Less

Sanjay Malhotra highlighted the need for vigilance regarding financial vulnerabilities at the Kautilya Ec ...More

Sanjay Malhotra highlighted the need for vigilance regarding financial vulnerabilities at the Kautilya Economic Conclave. He emphasized that banking and financial stress can develop suddenly yet take years to resolve. Malhotra pointed out the interplay of geopolitical and economic factors complicating current financial stability predictions. He stressed the Reserve Bank of India's role in maintaining financial resilience through appropriate regulations and supervision. ...Less

RBI’s first rate hike in nearly four years has put the spotlight on banking stocks, with analysts divided ...More

RBI’s first rate hike in nearly four years has put the spotlight on banking stocks, with analysts divided on the near-term impact on margins. Jefferies sees large private banks such as ICICI Bank and Kotak Mahindra Bank as key beneficiaries, while Q2 earnings could offer clues on the sector’s outlook. ...Less

RBI’s 25-basis-point repo rate hike has changed the near-term outlook for mutual fund investors. Experts ...More

RBI’s 25-basis-point repo rate hike has changed the near-term outlook for mutual fund investors. Experts advise continuing SIPs, staggering lumpsum investments and favouring quality, shorter-duration debt funds. In equities, large caps remain preferred for core allocations, while investors should be selective with small-cap and thematic exposure amid policy uncertainty. ...Less

RBI Monetary Policy Meeting Highlights: The Monetary Policy Committee has raised the policy repo rate by ...More

RBI Monetary Policy Meeting Highlights: The Monetary Policy Committee has raised the policy repo rate by 25 basis points to 5.50%. RBI Governor Sanjay Malhotra indicated that inflation pressures are increasing and rate cuts are not expected soon. The Indian economy continues to show resilience, with GDP growth projected at 7.1% for the year. Inflation is forecasted at 5.2%, with core inflation expected to be around 4.4%. ...Less

Indian markets ended lower on Wednesday as the Sensex fell 429 points and Nifty dropped over 173 points, ...More

Indian markets ended lower on Wednesday as the Sensex fell 429 points and Nifty dropped over 173 points, snapping a two-session rally. Investors reacted to the RBI’s rate hike and calibrated tightening stance, while banking stocks gained and broader sentiment remained cautious. ...Less

Aditya Birla Sun Life Mutual Fund has launched a sectoral debt fund focused on financial services, with r ...More

Aditya Birla Sun Life Mutual Fund has launched a sectoral debt fund focused on financial services, with relatively high interest rate risk and moderate credit risk. Experts say investors should weigh the fund’s sector concentration and limited track record against potential benefits from attractive yields, while considering diversified debt options for core allocations. ...Less

The Reserve Bank of India's Monetary Policy Committee is meeting to discuss potential interest rate hikes ...More

The Reserve Bank of India's Monetary Policy Committee is meeting to discuss potential interest rate hikes. Inflationary pressures and external factors are leading to anticipation of a rate increase. Analysts expect a 25 basis points hike in the upcoming policy announcement. This decision aligns with current inflation trends and economic forecasts for the country. The market is closely monitoring these developments as they will impact future economic stability. ...Less

RBI GDP Growth 2026: The Reserve Bank of India has updated its growth forecast for fiscal year 2026-27 to ...More

RBI GDP Growth 2026: The Reserve Bank of India has updated its growth forecast for fiscal year 2026-27 to 7.1%. This adjustment comes after stronger-than-expected economic performance, including 7.8% growth in the June quarter. The RBI has also raised the policy repo rate to 5.5% while changing its policy stance to calibrated tightening. While domestic consumption remains resilient, global challenges and inflation concerns persist. ...Less

The Reserve Bank of India has increased the repo rate to 5.50% after maintaining it for several months. T ...More

The Reserve Bank of India has increased the repo rate to 5.50% after maintaining it for several months. This shift to a calibrated tightening stance indicates a focus on controlling inflation risks. Retail inflation rose recently, prompting the central bank to adjust its policy outlook for the future. While growth remains firm, inflation now takes priority in decision-making. ...Less

The Reserve Bank of India is expected to announce a 25-basis point rate hike in its upcoming meeting. Ana ...More

The Reserve Bank of India is expected to announce a 25-basis point rate hike in its upcoming meeting. Analysts assert that this rate hike has already been largely priced into the stock market. While sectors such as real estate and autos may experience some volatility, clean balance sheets could mitigate impacts. The market's movement will depend more on corporate earnings than on monetary policy adjustments. ...Less

The Indian stock market recorded notable gains as investor confidence improved with cooling oil prices an ...More

The Indian stock market recorded notable gains as investor confidence improved with cooling oil prices and strong quarterly updates. Sensex surged over 550 points while Nifty 50 climbed above the 22,700 level, resulting in increased market capitalization. Notably, Trent shares rose nearly 13% following a robust business update, while other significant stocks also gained. Concurrently, volatility measures decreased, indicating market stability amidst broader gains in various sectors. ...Less

A report from Nuvama Institutional Equities indicates that a potential RBI rate hike may not significantl ...More

A report from Nuvama Institutional Equities indicates that a potential RBI rate hike may not significantly stress NBFC asset quality. Past trends suggest that rate increases alone typically do not lead to widespread deterioration. Current impacts from the West Asia conflict have been limited to specific segments and are not broadly felt. Additionally, healthy capital buffers and systemic liquidity are expected to mitigate potential risks. ...Less

P K Mishra highlighted the impact of geopolitical tensions on global markets and economic vulnerabilities ...More

P K Mishra highlighted the impact of geopolitical tensions on global markets and economic vulnerabilities. He mentioned that India is diversifying its energy imports to reduce vulnerabilities and ensure economic stability. The need for macroeconomic resilience through fiscal space and adequate foreign reserves was also emphasised. Mishra pointed out the importance of critical minerals for the future of advanced manufacturing and sustainability. ...Less

India's rupee has slipped past ₹96 as high US Treasury yields, elevated oil prices and foreign portfolio ...More

India's rupee has slipped past ₹96 as high US Treasury yields, elevated oil prices and foreign portfolio outflows strengthen the dollar. The IMF says India can allow the exchange rate to act as a shock absorber, while the RBI weighs intervention against reserves, inflation and external risks. Experts debate whether gradual depreciation could improve competitiveness without triggering imported inflation. ...Less

With the Fed entering a tightening cycle, India faces a tougher monetary policy trade-off as the rupee re ...More

With the Fed entering a tightening cycle, India faces a tougher monetary policy trade-off as the rupee remains under pressure and inflation shows signs of broadening. Ankita Pathak of Ionic Asset says RBI’s policy flexibility could narrow, while elevated US yields and a stronger dollar may weigh on Indian equities and capital flows. ...Less

The RBI is expected to tilt the government’s borrowing towards shorter-tenure bonds in the second half of ...More

The RBI is expected to tilt the government’s borrowing towards shorter-tenure bonds in the second half of FY27 as surplus banking liquidity remains elevated. Traders expect short-term securities to account for 35% of borrowing, up from 31% in the first half, while strong demand for 5-7 year bonds could shape issuance. ...Less

Sustained Reserve Bank of India action through bond sales, foreign exchange swaps, and rupee defence has ...More

Sustained Reserve Bank of India action through bond sales, foreign exchange swaps, and rupee defence has helped more than halve the banking system's liquidity surplus, bankers said. ...Less

India’s 7.8% growth has the world taking notice. Fitch, S&P and Moody’s have all raised their forecasts, ...More

India’s 7.8% growth has the world taking notice. Fitch, S&P and Moody’s have all raised their forecasts, even as questions over the GDP numbers continue at home. The economy has held up better than expected, but with oil, inflation and tighter financial conditions looming, keeping up this pace may be the harder part. ...Less

Notices have been issued to prominent Delhi voters regarding electoral roll discrepancies. Former RBI gov ...More

Notices have been issued to prominent Delhi voters regarding electoral roll discrepancies. Former RBI governor Bimal Jalan and ex-IAF chief NAK Browne are among those notified. These notices are part of an ongoing exercise covering over 97 lakh registered voters. The electoral authorities are examining submitted documents for verification purposes. Final electoral rolls are scheduled for publication on November 4. ...Less

CMS Info Systems shares rose on Wednesday after the government announced MDR on select UPI transactions a ...More

CMS Info Systems shares rose on Wednesday after the government announced MDR on select UPI transactions above Rs 2,000, making the company a potential direct beneficiary. From October 15, merchants will pay 0.4% MDR on eligible P2M UPI transactions, capped at Rs 300 for payments of Rs 75,000 or more. ...Less

Mumbai fintechs must treat user data as a fiduciary responsibility, not a business asset. RBI governor Sa ...More

Mumbai fintechs must treat user data as a fiduciary responsibility, not a business asset. RBI governor Sanjay Malhotra stressed trust is key for financial system adoption and endurance. Firms growing significantly must take systemic responsibility beyond their balance sheets. Operational resilience and cybersecurity are essential prices for achieving scale. ...Less

Reserve Bank of India governor Sanjay Malhotra stressed data fiduciary responsibility for fintechs. He st ...More

Reserve Bank of India governor Sanjay Malhotra stressed data fiduciary responsibility for fintechs. He stated that user data must be treated as a trustee asset, not a business asset. Firms must use data strictly within user consent, protecting it diligently. He warned that eroding trust through data misuse leads to irreversible damage. Operational resilience and cybersecurity are essential for firms achieving significant scale. ...Less

Economists are gearing up for a potential rate hike from the central bank as soon as October, driven by e ...More

Economists are gearing up for a potential rate hike from the central bank as soon as October, driven by escalating crude oil prices and ongoing food inflation concerns. The CEO of Axis Bank has raised alarms about the increasing risks of inflation. This shift in monetary policy timing comes as the Monetary Policy Committee prepares to evaluate interest rates in early October, reversing earlier predictions of stability. ...Less

India’s wholesale inflation accelerated to 9.92% in August from 9.78% in July, slightly above the 9.89% e ...More

India’s wholesale inflation accelerated to 9.92% in August from 9.78% in July, slightly above the 9.89% expected in a Reuters poll. Consumer inflation data is due later on Monday and is expected to hit a 20-month high, driven by higher food and fuel prices. ...Less

From October 15, MDR will apply to select UPI person-to-merchant payments above Rs 2,000, but not to all ...More

From October 15, MDR will apply to select UPI person-to-merchant payments above Rs 2,000, but not to all such transactions. UPI AutoPay and mandates will be treated separately, while mutual funds and capital-market payments will attract a lower MDR. Importantly, the charge will be borne by merchants, not customers, raising questions over its impact on SIPs and stock investments. ...Less

Malhotra said fintech’s potential could translate into meaningful impact only when innovation reached peo ...More

Malhotra said fintech’s potential could translate into meaningful impact only when innovation reached people who were not already well served by the financial system. At the same time, such innovation needed to remain firmly anchored in trust, he added. ...Less

Paytm, MobiKwik and Pine Labs are likely to remain in focus after the government announced MDR on select ...More

Paytm, MobiKwik and Pine Labs are likely to remain in focus after the government announced MDR on select UPI transactions above Rs 2,000. From October 15, merchants will pay a 0.4% fee on eligible P2M UPI transactions, capped at Rs 300 for payments of Rs 75,000 or more. ...Less

Paytm shares fell after the government directed banks and payment providers not to charge for UPI transac ...More

Paytm shares fell after the government directed banks and payment providers not to charge for UPI transactions up to Rs 2,000, raising uncertainty over charges for higher-value transactions. The decline came a day after Paytm hit a fresh 52-week high of Rs 1,840, with the stock having nearly doubled from its March low of Rs 930.6. ...Less

Bank deposits grew 17.8% year-on-year at the end of August, the fastest pace in a decade, driven largely ...More

Bank deposits grew 17.8% year-on-year at the end of August, the fastest pace in a decade, driven largely by a surge in FCNR-B deposits after RBI opened a special window for dollar inflows. Credit growth eased slightly to 19.1%, while banks continued to face challenges in mobilising domestic savings. ...Less

The Reserve Bank of India possesses tools to manage banking liquidity from deposit inflows. Governor Sanj ...More

The Reserve Bank of India possesses tools to manage banking liquidity from deposit inflows. Governor Sanjay Malhotra indicated a readiness to deploy various measures if needed. He noted that excess liquidity currently lowers the weighted average call rate. The central bank anticipates some liquidity withdrawal naturally over time. The MPC will reassess growth-inflation dynamics next month amid oil price risks. ...Less

India's foreign-exchange reserves surged to a record $785.706 billion. This surge was driven by a dedicat ...More

India's foreign-exchange reserves surged to a record $785.706 billion. This surge was driven by a dedicated dollar-mobilisation programme and strong inflows. Foreign currency assets increased significantly, while gold reserves saw a contraction. The central bank's intervention supported the local currency and curbed volatility. These substantial inflows have stabilized the foreign exchange market and improved sentiment. ...Less

India's retail inflation rose to 4.82% in August 2026 from 4.45% in July. Food prices and jewellery signi ...More

India's retail inflation rose to 4.82% in August 2026 from 4.45% in July. Food prices and jewellery significantly contributed to this recent inflationary pressure. The Reserve Bank of India has lowered its FY27 inflation forecast to 5%. Inflation is expected to rise in the near term and peak in the third quarter. The central bank prioritizes price stability while supporting economic growth. ...Less