Indian government bonds declined on Wednesday as a sharp rise in US Treasury yields, triggered by hotter- ...More

Indian government bonds declined on Wednesday as a sharp rise in US Treasury yields, triggered by hotter-than-expected inflation and hawkish signals from policymakers, overshadowed relief from lower crude oil prices. Higher US yields could erode the relative return advantage of Indian debt, dampening its appeal among foreign investors. ...Less

Domestic banks are beginning to increase their deposit rates due to shrinking liquidity conditions in the ...More

Domestic banks are beginning to increase their deposit rates due to shrinking liquidity conditions in the market. Bank of India recently announced a rate hike on deposits for various maturities, including a special 500-day option. This decision reflects the growing cost of deposits in the banking system as demand for credit rises. Banking system liquidity has significantly decreased from its peak in early September. ...Less

This week, Indian government bonds saw a remarkable performance, outpacing other Asian markets as benchma ...More

This week, Indian government bonds saw a remarkable performance, outpacing other Asian markets as benchmark yields dropped significantly. Following the Democratic win in the US midterms, crude prices fell sharply, enticing foreign investors back to purchase a significant volume of Indian bonds. This shift alleviates pressure on the Reserve Bank of India to maintain elevated yields, contributing to a positive outlook for Indian debt moving forward. ...Less

Reserve Bank of India has announced the November 2026 round of the Inflation Expectations Survey of House ...More

Reserve Bank of India has announced the November 2026 round of the Inflation Expectations Survey of Households. This survey aims to capture households' perceptions regarding price movements and inflation based on their consumption patterns. Additionally, the Urban Consumer Confidence Survey seeks to understand household sentiments on the economic situation and employment. The Rural Consumer Confidence Survey collects perceptions from rural areas on economic conditions, income, and spending. ...Less

Indian government bonds ended October with losses, marking a fourth consecutive decline in bond yields. B ...More

Indian government bonds ended October with losses, marking a fourth consecutive decline in bond yields. Brent crude oil prices surged, raising inflation concerns for the country. The Reserve Bank of India raised its policy rate for the first time in nearly four years this month. Foreign investments in Indian bonds fell to a four-month low, causing further concerns about the rupee's performance. ...Less

Yields on India's battered government bonds may be approaching territory that more investors consider a " ...More

Yields on India's battered government bonds may be approaching territory that more investors consider a "buy", with that on the benchmark 10-year approaching 7.50%, a level not seen in four years. ...Less

Indian government bonds experienced a significant decline due to rising oil prices, raising concerns abou ...More

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 highest point since March, leading to a more cautious trading environment. Additionally, consumer inflation in India rose to 5.54%, with forecasts indicating further increases in October. ...Less

The English Court of Appeal has dismissed India's challenge to an arbitral tribunal's jurisdiction over a ...More

The English Court of Appeal has dismissed India's challenge to an arbitral tribunal's jurisdiction over a dispute brought by Ras Al Khaimah Investment Authority under the India-UAE Bilateral Investment Treaty. The dispute concerns the cancellation of a bauxite supply agreement for an Andhra Pradesh aluminium project involving RAKIA and the Penna Group. ...Less

Indian mutual funds have sold $4.5 billion in government bonds since July, prompted by changing rate expe ...More

Indian mutual funds have sold $4.5 billion in government bonds since July, prompted by changing rate expectations. The Reserve Bank of India raised rates for the first time in nearly four years, signaling further increases. Many asset managers are shifting to short-duration assets to mitigate risks associated with rising yields. Fund managers have noticed an increase in long-term bond yields reaching nearly three-year highs. ...Less

The RBI has raised the repo rate by 25 basis points to 5.50%, its first hike since February 2023, which c ...More

The RBI has raised the repo rate by 25 basis points to 5.50%, its first hike since February 2023, which could make floating-rate home, car and personal loans more expensive. Borrowers on repo-linked loans may face higher EMIs or longer tenures at their next reset, while fixed-rate loans will remain unaffected. ...Less

The RBI is likely to begin raising rates in October, with another hike possible in Q4 2026, as inflation ...More

The RBI is likely to begin raising rates in October, with another hike possible in Q4 2026, as inflation risks broaden. Higher oil prices, weather shocks, weaker currency and geopolitical risks are fuelling imported pressures. ...Less

On Wednesday, after the Reserve Bank of India's policy meeting, dollar-rupee forward premiums soared, mar ...More

On Wednesday, after the Reserve Bank of India's policy meeting, dollar-rupee forward premiums soared, marking the highest implied 1-year dollar/rupee forward premium seen in six months. With traders expecting more foreign exchange swaps as part of the RBI's liquidity management strategy, the spot USD/INR increased by 0.28%, edging closer to its historical peak. These shifts reveal the profound impact of the RBI's actions on the market. ...Less

Indian markets remained under pressure as hawkish RBI policy, persistent FII outflows, rising bond yields ...More

Indian markets remained under pressure as hawkish RBI policy, persistent FII outflows, rising bond yields and rupee weakness weighed on sentiment. Amid the sell-off, analysts identified Brooks Laboratories and Deepa Jewellers as medium-term opportunities based on bullish technical breakouts. ...Less

Indian markets plunged on Thursday as RBI policy tightening, persistent FII selling, rising bond yields a ...More

Indian markets plunged on Thursday as RBI policy tightening, persistent FII selling, rising bond yields and rupee weakness battered sentiment. The Nifty hit a 52-week low of 22,179, while the Sensex fell 1,045 points, wiping out over Rs 10 lakh crore. ...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

Amidst anticipation for the Reserve Bank of India’s policy decision, Indian government bonds have remaine ...More

Amidst anticipation for the Reserve Bank of India’s policy decision, Indian government bonds have remained relatively stable. The yield for the 6.94% 2036 bond is currently 7.2127%. Analysts predict this week could mark the central bank's first rate hike since 2023. Additionally, state borrowing is projected to surpass market expectations, which could impact supply dynamics. Meanwhile, recent US Treasury yields have offered short-term relief amid shifting global financial conditions. ...Less

The Reserve Bank of India has unanimously decided to increase the benchmark repo rate by 25 basis points. ...More

The Reserve Bank of India has unanimously decided to increase the benchmark repo rate by 25 basis points. This decision was made amid rising inflation projections and increasing US bond yields. The bank also revised its economic growth forecast for FY27 to 7.1%, indicating strong economic activity. Inflation is expected to reach an average of 5.2% through FY27, affecting consumer prices. ...Less

The Reserve Bank of India has stated its intent to stabilize the undervalued rupee, which reached a five- ...More

The Reserve Bank of India has stated its intent to stabilize the undervalued rupee, which reached a five-month low. Despite raising the policy rate for the first time since February 2023, the rupee has fallen due to foreign capital outflows. According to economists, the stronger dollar index contributes to the rupee's pressure in the market. Interventions by the central bank included dollar-rupee swaps to manage liquidity effectively. ...Less

The rupee ended marginally stronger at 96.2925 against the dollar, supported by lower Brent crude prices ...More

The rupee ended marginally stronger at 96.2925 against the dollar, supported by lower Brent crude prices and improved sentiment. The currency traded in a narrow range as investors awaited the RBI’s monetary policy decision, with a 25-basis-point rate hike widely expected. ...Less

Amid the backdrop of escalating US Treasury yields and surging oil prices, Indian government bond traders ...More

Amid the backdrop of escalating US Treasury yields and surging oil prices, Indian government bond traders are revamping their strategies. The Reserve Bank of India is poised to announce a key policy decision that may affect liquidity and inflation, with a 25-basis-point interest rate hike anticipated. Market sentiment remains cautiously tense as everyone awaits clarity on how this will shape the financial landscape. ...Less

Amidst cautious market dynamics, Indian government bonds show signs of stability as investors refrain fro ...More

Amidst cautious market dynamics, Indian government bonds show signs of stability as investors refrain from placing new bets ahead of a potential interest rate hike from the Reserve Bank of India. With looming geopolitical factors and a softer U.S. jobs report suggesting a pause in rate increases by the Federal Reserve, investor sentiment shifts. Additionally, the upcoming quarter marks a significant surge in bond sales planned by Indian states. ...Less

JioBlackRock Mutual Fund sees a more attractive risk-reward equation in equities after the recent market ...More

JioBlackRock Mutual Fund sees a more attractive risk-reward equation in equities after the recent market correction but cautions that a sustained recovery remains uncertain. In debt, it favours target maturity funds for investors with defined horizons, while recommending cash and money market funds for those with near-term liquidity needs. ...Less

Indian markets extended their sell-off as the RBI’s hawkish policy stance pressured rate-sensitive sector ...More

Indian markets extended their sell-off as the RBI’s hawkish policy stance pressured rate-sensitive sectors and reset near-term valuations. The Nifty fell 1.64% to 22,231.80, while the Sensex dropped 1.46% to 71,593.24, with metals and realty leading losses. ...Less

The recommendations come as the central bank manages inflation risks alongside pressure on the rupee and ...More

The recommendations come as the central bank manages inflation risks alongside pressure on the rupee and capital flows. A 50-basis-point increase in December would mark a sharper pace of tightening than Wednesday's hike, if inflation and global conditions take the expected path. ...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

In a proactive move to tackle soaring inflation, the RBI has raised the interest rates by 25 basis points ...More

In a proactive move to tackle soaring inflation, the RBI has raised the interest rates by 25 basis points to 5.5%. Despite facing obstacles like fluctuating energy prices, India's economy is projected to show resilience. The central bank's strategy is now one of calibrated tightening, allowing adjustments based on fresh economic insights. ...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

State Bank of India Chairman C S Setty stated there will be no deposit rate hikes for the next three mont ...More

State Bank of India Chairman C S Setty stated there will be no deposit rate hikes for the next three months. He cited sufficient liquidity in the system as a key reason for this prediction. Setty mentioned that credit growth is expected to sustain at 14 to 15 percent over time. He emphasized that banks need to ensure positive real interest rates for depositors amid rising inflation. ...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

Indian equities extended their rebound for a second session, with Sensex rising 685 points and Nifty gain ...More

Indian equities extended their rebound for a second session, with Sensex rising 685 points and Nifty gaining over 220 points. Falling crude prices, strong Q2 business updates and positive global cues lifted investor sentiment, adding nearly Rs 5 lakh crore to BSE market capitalisation. ...Less

Indian equity markets are facing the prospect of a ninth consecutive weekly downturn amid multiple challe ...More

Indian equity markets are facing the prospect of a ninth consecutive weekly downturn amid multiple challenges. This week alone, the Nifty index has dropped by around 0.8% following a significant slide. Factors such as foreign selling, surging crude oil prices, and a depreciating rupee have dampened market sentiment. Technical analyses reveal bearish patterns, raising alarm among investors. Financial institution executives express concern over possible future market trends and investor reactions. ...Less

Benchmark Nifty experienced a rebound on expiry day due to a drop in India VIX and Brent crude oil prices ...More

Benchmark Nifty experienced a rebound on expiry day due to a drop in India VIX and Brent crude oil prices. Investor attention is now focused on the forthcoming RBI policy outcome amid ongoing rupee weakness. The rupee declined against the dollar amidst foreign capital outflows and uncertainties surrounding a US-Iran deal. Stocks in the F&O ban included SAIL, Bandhan Bank, and Ambuja Cement. ...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

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

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 equities rebounded on Monday after eight consecutive weekly losses, with Sensex rising 473 points ...More

Indian equities rebounded on Monday after eight consecutive weekly losses, with Sensex rising 473 points and Nifty gaining 134 points. Softer US jobs data and lower crude prices supported sentiment, though analysts flagged bond yields, currency risks, RBI policy and earnings uncertainty. ...Less

The Reserve Bank of India raised the repo rate to 5.50% in its recent Monetary Policy Committee meeting. ...More

The Reserve Bank of India raised the repo rate to 5.50% in its recent Monetary Policy Committee meeting. Subsequently, banks are likely to adjust their fixed deposit interest rates for both new and existing customers. P ...Less

RBI MPC October 2026: The Reserve Bank of India has increased the repo rate by 25 bps from 5.25% to 5.50% ...More

RBI MPC October 2026: The Reserve Bank of India has increased the repo rate by 25 bps from 5.25% to 5.50%, signaling a shift. Following this decision, banks are expected to raise fixed deposit interest rates in the near future. Retail inflation has been rising, indicating that further hikes may be necessary to control it. The competition from small savings schemes and government securities contributes to this pressure on banks. ...Less

Sensex Nifty Down: On Thursday, there was a notable decline in the Indian stock market, marked by a drop ...More

Sensex Nifty Down: On Thursday, there was a notable decline in the Indian stock market, marked by a drop of over 1.5% in both Sensex and Nifty. This downturn was attributed to the RBI's tightening policies and ongoing selling by foreign institutional investors. ...Less

The Reserve Bank of India is likely to increase the repo rate to combat rising inflation and support stro ...More

The Reserve Bank of India is likely to increase the repo rate to combat rising inflation and support stronger growth. Reports indicate that a rate-hike cycle of 75 basis points is anticipated, potentially reaching 6 percent by FY27. While inflation drives this tightening, geopolitical factors could impact the extent of rate increases. ICICI Bank has raised its CPI inflation forecast based on core inflation trends and global developments. ...Less

RBI Monetary Policy 2026 Takeaways: The Reserve Bank of India raised the repo rate by 25 basis points to ...More

RBI Monetary Policy 2026 Takeaways: The Reserve Bank of India raised the repo rate by 25 basis points to 5.50%, the first increase since February 2023. The GDP growth forecast for FY27 was raised from 6.7% to 7.1%, highlighting resilient economic activity. Meanwhile, CPI inflation projection was revised up to 5.2% due to rising food and fuel prices. The Monetary Policy Committee shifted its stance to calibrated tightening, emphasizing inflation containment. ...Less

The Reserve Bank of India is set to maintain the repo rate at 5.25% during the upcoming policy meeting. D ...More

The Reserve Bank of India is set to maintain the repo rate at 5.25% during the upcoming policy meeting. Despite rising inflation pressures and global economic uncertainty, the rate is expected to remain unchanged. Credit and deposit growth in India currently show strong performance, supporting steady rates. A rate hike cycle is anticipated to begin in December, amounting to 50-75 basis points. ...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

FPIs sold more than Rs 25,000 crore of Indian equities in September as surging US bond yields, elevated c ...More

FPIs sold more than Rs 25,000 crore of Indian equities in September as surging US bond yields, elevated crude prices and a weaker rupee reduced India’s appeal. Cooling yields and oil, currency stability, strong Q2 earnings and attractive valuations could bring foreign investors back. ...Less

Sensex and Nifty extended losses for a fourth session as heavy FII selling, surging bond yields and eleva ...More

Sensex and Nifty extended losses for a fourth session as heavy FII selling, surging bond yields and elevated crude prices rattled investors. The selloff erased Rs 5 lakh crore in market value, while analysts advised long-term investors to accumulate gradually. ...Less

A significant selloff in Indian government bonds occurred as global yields rose and inflation pressures h ...More

A significant selloff in Indian government bonds occurred as global yields rose and inflation pressures heightened. The Indian benchmark 10-year yield reached its highest level since April 2024. Traders expect the Reserve Bank of India to announce a rate hike at its upcoming policy meeting next week. Additionally, concerns regarding excessive liquidity in the banking system have intensified amid upcoming bond issues. ...Less

With global financial risks in the spotlight, the Reserve Bank of India is indicating a shift towards hig ...More

With global financial risks in the spotlight, the Reserve Bank of India is indicating a shift towards higher interest rates. Governor Sanjay Malhotra has highlighted emerging challenges, including significant global debt levels and surging asset prices. The rise in US treasury yields and crude oil costs suggests trials ahead for the Indian economy. ...Less

Gold rate today: Gold prices showed little change at major jewellery brands across multiple cities on Oct ...More

Gold rate today: Gold prices showed little change at major jewellery brands across multiple cities on October 5, 2026. The indicative rates from the India Bullion and Jewellers Association showed a slight decline in bullion prices. ...Less

Many financial analysts expect the Reserve Bank of India to increase the repo rate by 25 basis points. Th ...More

Many financial analysts expect the Reserve Bank of India to increase the repo rate by 25 basis points. This forecast is driven by persistent inflation, soaring crude oil prices, and a depreciating rupee. Should the RBI implement this hike, it could lead to higher fixed deposit returns for investors. Meanwhile, public sector banks continue to offer lower rates, struggling against fierce competition from government securities and small savings schemes. ...Less

The Indian stock market recovered after eight weeks of losses, with Sensex gaining 473 points and Nifty 1 ...More

The Indian stock market recovered after eight weeks of losses, with Sensex gaining 473 points and Nifty 134 points. HDFC Bank appointed Anup Bagchi as its new CEO, boosting investor confidence. Oil prices fell below $102 per barrel due to increased supply and decreasing Fed rate hike concerns. The rupee strengthened amid easing oil prices, while bond yields also cooled down after recent highs. ...Less

The RBI is expected to raise the repo rate by 25 basis points in its October policy review as inflation p ...More

The RBI is expected to raise the repo rate by 25 basis points in its October policy review as inflation pressures build from higher crude prices, the West Asia conflict and global monetary tightening, according to a PTI poll of economists and bankers. Most also expect a hawkish tone, a higher FY27 inflation forecast and possibly further rate hikes later in the fiscal year. ...Less

The technical structure has weakened materially, with the most important development being the Nifty's mo ...More

The technical structure has weakened materially, with the most important development being the Nifty's modest violation of its 200-week moving average, presently placed at 22,606.97. This is the first breach of this long-term average since March 2020 and makes the 22,600 area particularly important over the coming days. ...Less

October 2026 brings seven rule and policy changes that could affect motorists, businesses and consumers a ...More

October 2026 brings seven rule and policy changes that could affect motorists, businesses and consumers across India. The updates include Delhi’s no-PUC, no-fuel rule, higher toll rates for commercial vehicles entering Mumbai, UPI charges on certain merchant payments, revised ATM limits for some bank customers, Aadhaar authentication for subsidised LPG and new NPS charges. ...Less

Economic experts predict that the Reserve Bank of India will increase interest rates at its upcoming meet ...More

Economic experts predict that the Reserve Bank of India will increase interest rates at its upcoming meeting. This anticipated rate hike is largely due to rising inflation, which has exceeded the RBI's targets consistently. As central banks globally address inflationary pressures, India is under similar pressures regarding its currency. Nearly 60% of surveyed economists expect this action will occur in October. ...Less

In a historic move, India's central bank has recorded net sales of bonds amounting to 1 trillion rupees t ...More

In a historic move, India's central bank has recorded net sales of bonds amounting to 1 trillion rupees this financial year. With predictions suggesting this figure may double by December, market analysts anticipate stricter monetary policies. The Reserve Bank of India has also reduced liquidity in the banking system, responding to past strategies to attract dollars. ...Less

Indian equities plunged on Monday as the Sensex fell 1,124 points and Nifty dropped over 360 points, wipi ...More

Indian equities plunged on Monday as the Sensex fell 1,124 points and Nifty dropped over 360 points, wiping out nearly Rs 8 lakh crore in market value. Surging oil prices, bond yields, geopolitical tensions and rate-hike concerns drove broad-based selling. ...Less

In light of evolving yield trends, investors are recalibrating their approaches in the Indian bond market ...More

In light of evolving yield trends, investors are recalibrating their approaches in the Indian bond market. With current yields exceeding 7%, there is an inclination towards securing steady income over capital appreciation. Concerns regarding global inflation and rising US yields pose challenges for Indian bonds. A tactical selection of quality securities coupled with duration management emerges as a prudent strategy under these uncertain market conditions. ...Less

Archit Shah, CIO at Zurich Kotak General Insurance, expects the RBI to hike repo rates by 50-75 bps towar ...More

Archit Shah, CIO at Zurich Kotak General Insurance, expects the RBI to hike repo rates by 50-75 bps towards 5.75-6% if inflation, crude, and global yields remain under pressure. Advising patience on duration, Shah recommends carry and roll-down strategies while navigating rising correlation and liquidity risks in portfolios. ...Less

On Monday, the Indian stock market saw a major sell-off, with the Sensex and Nifty indexes plummeting due ...More

On Monday, the Indian stock market saw a major sell-off, with the Sensex and Nifty indexes plummeting due to escalating Iran-US tensions that drove up oil prices. This volatility dampened investor sentiment while bond yields reached highs not seen in years, creating additional pressure on equities. The rupee depreciated against the US dollar, raising worries about currency stability as foreign investors continued liquidating their stocks. ...Less

US Treasury yields have climbed to multi-year highs, with the 10-year yield at 5.18% and 30-year yield at ...More

US Treasury yields have climbed to multi-year highs, with the 10-year yield at 5.18% and 30-year yield at 5.47%, raising concerns for global markets, including India. Higher US yields make dollar assets more attractive and increase the return investors demand from emerging markets such as India. ...Less

With the 10-year government bond yield moving above 7%, investors are once again facing a key question: i ...More

With the 10-year government bond yield moving above 7%, investors are once again facing a key question: is this an opportunity to lock in attractive yields, or could rates move even higher from here? ...Less

While the recent rise in yields may make short-tenor bonds more attractive, the long end remains vulnerab ...More

While the recent rise in yields may make short-tenor bonds more attractive, the long end remains vulnerable to global rate pressures and domestic fiscal risks. Apoorva Javadekar, Chief Economist at Shriram Group, believes the 2-year segment offers a relatively attractive entry point, while investors should remain cautious on long-duration bonds. ...Less

The FCNR(B) scheme attracted significant foreign currency deposits for the RBI. These deposits bolstered ...More

The FCNR(B) scheme attracted significant foreign currency deposits for the RBI. These deposits bolstered forex reserves and stabilized the rupee's exchange rate. However, the economic benefits of these outcomes remain unclear for the nation. The scheme created substantial liquidity, necessitating costly sterilization by the central bank. This process incurred significant interest costs and exchange rate risks for the public sector. ...Less

Indian government bonds have fallen for five consecutive weeks. A Federal Reserve rate hike and RBI liqui ...More

Indian government bonds have fallen for five consecutive weeks. A Federal Reserve rate hike and RBI liquidity measures emboldened bond market bears. Global yields reached multi-decade peaks, and the Fed raised rates by twenty-five basis points. The Reserve Bank of India sold bonds, draining significant liquidity from the system. This situation increases the likelihood of an RBI rate hike in October. ...Less

Recent data reveals a rise in Consumer Price Index inflation, now at 4.8 percent, spurring predictions of ...More

Recent data reveals a rise in Consumer Price Index inflation, now at 4.8 percent, spurring predictions of possible interest rate hikes by the Reserve Bank of India. This inflation surge is pressuring banks to elevate fixed deposit interest rates amidst fierce competition from government securities and appealing returns from small savings schemes. Future adjustments in fixed deposit rates will largely hinge on ongoing inflation trends and RBI policies. ...Less

India faces below-average monsoon rains and higher temperatures this September. This rainfall deficit imp ...More

India faces below-average monsoon rains and higher temperatures this September. This rainfall deficit impacts summer crops entering critical growth stages. Winter crop planting may also be hampered by insufficient soil moisture. Lower agricultural output could necessitate increased imports of sugar and vegetable oils. The monsoon's weakness poses a fresh risk to India's inflation outlook. ...Less

With economy showing visible signs of green shoots, RBI decided to focus on taming inflation. ...More

With economy showing visible signs of green shoots, RBI decided to focus on taming inflation. ...Less

The banking regulator kept the repo rate unchanged for the third time at 6.5% while retaining the FY24 GD ...More

The banking regulator kept the repo rate unchanged for the third time at 6.5% while retaining the FY24 GDP forecasts of 6.5%. RBI Governor Shaktikanta Das revised the FY24 inflation upwards to 5.4% from an earlier 5.1%. ...Less

On Friday morning, Indian government bonds found stability as oil prices leveled off. The market reacted ...More

On Friday morning, Indian government bonds found stability as oil prices leveled off. The market reacted to hawkish minutes from the central bank and a sudden spike in crude prices. Later today, a major debt sale will gauge investor interest in bonds. As retail inflation surpassed the Reserve Bank of India's target, rising oil prices and global yields will influence the upcoming market direction. ...Less

The Reserve Bank of India (RBI) on Wednesday raised the repo rate by 25 bps to 6.50% and retained its sta ...More

The Reserve Bank of India (RBI) on Wednesday raised the repo rate by 25 bps to 6.50% and retained its stance of withdrawing accommodation. The retail inflation outlook for the ongoing fiscal is at 6.5% while GDP growth for FY24 is seen at 6.4%. ...Less

Due to the sharp rise in US bond yields, Indian bond yields have also moved up sharply with 2-year bond y ...More

Due to the sharp rise in US bond yields, Indian bond yields have also moved up sharply with 2-year bond yields moving to their 3 years high and almost 50bps move in the last 1 week itself. It has impacted banking stocks adversely and profit booking was experienced ahead of RBI’s monetary policy. ...Less

Oriental Bank of Commerce slashed interest rates on fixed deposits of over Rs 1 crore by up to 1 per cent ...More

Oriental Bank of Commerce slashed interest rates on fixed deposits of over Rs 1 crore by up to 1 per cent for select maturities. ...Less

Bandhan AMC has reduced duration across several bond funds as RBI rate hike risks rise following the late ...More

Bandhan AMC has reduced duration across several bond funds as RBI rate hike risks rise following the latest MPC minutes. CIO Suyash Choudhary said markets are increasingly debating the timing and magnitude of potential hikes, while fading FCNR flows and changing policy expectations could drive a flatter bond yield curve. ...Less

With lower imported inflation, thanks to a sustained phase of monetary tightening in advanced economies l ...More

With lower imported inflation, thanks to a sustained phase of monetary tightening in advanced economies led by the US Fed, RBI's MPC could safely pause and yet lower its projected inflation estimate for Q1 FY2024 ...Less

Inflation will take centre-stage during the 3-day panel discussion in the backdrop of the recent surge in ...More

Inflation will take centre-stage during the 3-day panel discussion in the backdrop of the recent surge in vegetable prices, particularly tomatoes. Since June, prices of tomatoes have increased by more than 5 times. ...Less

The RBI's decision to keep the repo rate unchanged and retain a neutral stance signals policy continuity ...More

The RBI's decision to keep the repo rate unchanged and retain a neutral stance signals policy continuity over pre-emptive action. With inflation seen as temporary, financial conditions already tightening and global risks under watch, the central bank is expected to stay on hold in October unless macroeconomic conditions change materially. ...Less

The broader market, however, ended positive. The Nifty Midcap 150 index gained 0.26% and Nifty Small-cap ...More

The broader market, however, ended positive. The Nifty Midcap 150 index gained 0.26% and Nifty Small-cap 250 index rose 0.16%. Foreign portfolio investors sold shares worth ₹711.34 crore on Tuesday. Domestic institutions were buyers to the tune of ₹537.31 crore. ...Less

Wait for two things, a) how the quarterly results pan out over the next few days and b) what is essential ...More

Wait for two things, a) how the quarterly results pan out over the next few days and b) what is essentially the outcome of the RBI policy. ...Less

"Alternatively, the MPC could choose to hike by a more aggressive 50 bps - same as June, joining some DM ...More

"Alternatively, the MPC could choose to hike by a more aggressive 50 bps - same as June, joining some DM and regional central banks in sending a more decisive signal,” BofA Securities said.“On the other hand, we also cannot completely rule out a 25 bps hike as the MPC could acknowledge that inflation has peaked and cite downside risks to their estimates, resorting to standard, more measured hikes," it added. ...Less

The Reserve Bank of India (RBI) has kept its rates on hold for a second consecutive month despite expecta ...More

The Reserve Bank of India (RBI) has kept its rates on hold for a second consecutive month despite expectations for a cut. The decision was attributed to concerns over "upside risks" including the potential impact of El Nino on India's monsoon season and continued monetary tightening by central banks globally. Inflation remains higher than the 4% target and last week Canada's central bank made an unexpected rate rise. Some market participants noted the pause signalled that the wait for rate cuts could be an extended one. ...Less

After the Reserve Bank of India decided to maintain its policy rates, banking stocks remained stable whil ...More

After the Reserve Bank of India decided to maintain its policy rates, banking stocks remained stable while stocks in rate-sensitive sectors such as automobiles and real estate faced profit booking. The reaction of the stock market was expected, with investors predicting no major surprises in the policy statement. Although the RBI Governor highlighted macroeconomic improvements, concerns about monsoon season and the potential impact of El-Nino conditions still linger. The central bank maintained a GDP growth forecast for FY24 of 6.5%. ...Less

Despite the monetary policy action being on expected lines, the equity market tumbled. Sensex lost over 7 ...More

Despite the monetary policy action being on expected lines, the equity market tumbled. Sensex lost over 700 points while Nifty slipped below the 21,750 mark. Unlike in the previous meeting, the decision to leave rates unchanged this time was favoured by 5 of the 6-member MPC panel. ...Less

But a sense of fatigue among Dalal Street bulls was felt on Wednesday after Nifty50 dropped almost 100 po ...More

But a sense of fatigue among Dalal Street bulls was felt on Wednesday after Nifty50 dropped almost 100 points from its lifetime high-level intraday. ...Less

The RBI press statement said all the six members voted in favour of a 25 bps rate cut. ...More

The RBI press statement said all the six members voted in favour of a 25 bps rate cut. ...Less

The RBI hiked repo rate by 25 bps to 6.50 per cent in its third bi-monthly monetary policy review of FY 2 ...More

The RBI hiked repo rate by 25 bps to 6.50 per cent in its third bi-monthly monetary policy review of FY 2018-19. ...Less

Over the last few months, there has been a distinct shift in the focus of monetary policy towards growth ...More

Over the last few months, there has been a distinct shift in the focus of monetary policy towards growth as inflation pressures have subsided. From December 2024 onwards RBI has focused on infusing durable liquidity to make conditions conducive for transmission and credit off-take. ...Less

The regulator has extended the liberal norms for the housing sector introduced during the pandemic for an ...More

The regulator has extended the liberal norms for the housing sector introduced during the pandemic for another year. This step may to facilitate higher credit flow to buy individual housing units. ...Less

Here’s how Dalal Street experts and economists reacted to the RBI policy outcome. ...More

Here’s how Dalal Street experts and economists reacted to the RBI policy outcome. ...Less

Keeping the inflation dynamics in mind, the central bank raised its projection on headline inflation base ...More

Keeping the inflation dynamics in mind, the central bank raised its projection on headline inflation based on the consumer price index for the current quarter and the next quarter by 10 basis points each to 6.6% and 5.9%, respectively. ...Less

If the Bank Nifty does not have any kind of negative event, the market momentum should spill over and we ...More

If the Bank Nifty does not have any kind of negative event, the market momentum should spill over and we might actually see a breakout above 7700. ...Less

The six-member Monetary Policy Committee (MPC) with a five-to-one majority increased the repo rate. Since ...More

The six-member Monetary Policy Committee (MPC) with a five-to-one majority increased the repo rate. Since May, RBI has hiked the repo rate by 225 basis points. ...Less

While market participants remain slightly divided between a pause and a 25 bps hike in the upcoming polic ...More

While market participants remain slightly divided between a pause and a 25 bps hike in the upcoming policy, there seems a clear consensus that the monetary policy will signal an end of the rate hiking cycle. However, we remain cautious on the possibility of dovish forward guidance just yet ...Less

RBI kept the policy rates unchanged in the bi-monthly MPC meet today. Debt mutual fund managers say the m ...More

RBI kept the policy rates unchanged in the bi-monthly MPC meet today. Debt mutual fund managers say the move is in line with the market expectations. ...Less

The US Fed hike is as per the expected lines, which raised its benchmark interest rate for the second tim ...More

The US Fed hike is as per the expected lines, which raised its benchmark interest rate for the second time in three months and there is forecast of two additional hikes this year, experts said. ...Less

The Reserve Bank of India maintained a status quo on policy rates in today's MPC meeting. ...More

The Reserve Bank of India maintained a status quo on policy rates in today's MPC meeting. ...Less

"The market is relatively calm ahead of the RBI policy decision," said Dilip Parmar, research analyst at ...More

"The market is relatively calm ahead of the RBI policy decision," said Dilip Parmar, research analyst at HDFC Securities, adding that likely foreign flows into equities helped the rupee during the day. ...Less

AK Tewari discusses the importance of adapting LCR monitoring to digital times to prevent rapid bank runs ...More

AK Tewari discusses the importance of adapting LCR monitoring to digital times to prevent rapid bank runs due to the instant withdrawal capability, emphasizing the critical role of deposit gathering in the banking sector amid ongoing transformations. Tiwari also says: "For all banks, especially the deposit gathering and focus will be the key thing for the next several quarters." ...Less

The cost of covering currency risk crashed after the Reserve Bank of India delivered a "super-dovish" bi- ...More

The cost of covering currency risk crashed after the Reserve Bank of India delivered a "super-dovish" bi-monthly policy pulling yields down. Forwards premia across maturities slumped as much as 60 basis points in just two trading sessions, potentially benefiting overseas investors just ahead of LIC of India's mega share sale and local borrowers/importers with offshore liabilities. ...Less

"Today's monetary policy is unlikely to impact the market significantly even if there is a surprise rate ...More

"Today's monetary policy is unlikely to impact the market significantly even if there is a surprise rate hike. That would be interpreted by the market positively indicating that the RBI is not behind the curve," said V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services. ...Less