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121 stories · latest 07 Oct 2026 · clear filter
US inflation is running more than one percentage point above the Fed's 2% goal, and the minutes keep a further increase on the table without naming a meeting. Market pricing, as reported, points to no change in October…
A company's first result after listing is the first set of numbers that was not in its prospectus, and for these four it produced moves of 3% to 20% in a day in opposite directions. The results are for April-June, a…
The close shows where a higher policy rate was priced first: capital-heavy metal producers (Hindalco, JSW Steel, Tata Steel) and borrowers' purchases such as vehicles and homes, where loan costs feed straight into…
The split shows where the market places the cost of dearer money: on businesses whose sales depend on financed purchases (vehicles, homes) and on non-bank lenders that borrow wholesale, rather than on banks, whose…
The repo rate sets the price of floating-rate home, vehicle and business loans, so the change reaches banks and non-bank lenders through loan pricing and funding costs, and housing developers and vehicle makers through…
The repo rate feeds straight into floating-rate home, car and small-business loans linked to external benchmarks, so a change reprices a large part of bank and housing-finance loan books within a quarter, while deposit…
These are the drafts companies lodged in the last days of September and the first days of October, now public for comment. A draft is not an IPO: SEBI's observations usually take months and several filings never reach…
These are the first hard numbers for the quarter from public-sector lenders and they match the acceleration private banks reported a day earlier. For bank earnings the open question is margins: loan growth of 17-19%…
This gives banks and payment companies a fee line on UPI, which has been free for merchants. The exposed businesses are acquiring banks and listed payment aggregators on the revenue side, and on the cost side merchants…
The two reports differ by more than Rs 5,000 crore on issue size, so the price band is the figure to wait for. Either way the issue is entirely new shares: the money goes to Jio Platforms, and Reliance Industries, its…
The forecast itself moves no company's revenue; it is a reading of where demand has been strongest. The Bank's emphasis on household spending points at consumer goods, autos and retail lenders, and the construction and…
Retail registrations show what actually left showrooms, as against the factory despatches the carmakers reported on October 1, so they bear on dealer stock at passenger-vehicle, two-wheeler and truck makers and on…
Crude below $100 eases the import bill and the input costs of oil marketers, airlines, paints and chemicals, which is why Reliance, IndiGo and Asian Paints were among the gainers. Banks and consumer names moved on…
Both mainboard openings were well short of what the unofficial grey market had implied: Business Today notes premiums pointing to 46-48% for SRIT India and 9-10% for Shah Investor's Home. That gap, in an issue…
All four beat the loan-growth estimates Business Today cites from Motilal Oswal, days before the results season and one day before the RBI's rate decision. Part of the jump is one-off: banks raised foreign-currency…
Exchanges and brokers earn most of their transaction income from derivatives, so the method that fixes the expiry-day settlement price feeds straight into volumes. Under CAS, trading bunched into the final minutes…
Two things stand out for bank earnings. Growth is being funded mostly by term and foreign-currency deposits, which cost more than savings balances, so the share of cheap deposits is falling and that weighs on the…
The bullion change lands on banks that import gold for jewellers and on jewellery makers, who would see tax paid earlier in the chain and more working capital tied up until credit is claimed; the end price to buyers…
Banks, insurers, payment systems and government bodies often cannot send customer data abroad, which has kept many AI projects at the pilot stage; local processing removes that obstacle for Claude. The money flows to…
At that size it would be the largest IPO India has seen, and the first from the Reliance group since 2008. Reliance holds 66.4% of Jio Platforms and Meta and Google together 17.7%; because the issue is entirely new…
Two listed groups sit on either side of this. Health and general insurers would pay out less per claim, which is the industry's stated aim: it blames hospital billing inflation for rising claim costs and premiums…
The rebound was narrow: FMCG, consumer durables and PSU banks carried it, while small caps, hospitals and part of IT closed lower. ITC's move followed analyst comments that its response to the cigarette tax increase is…
Bajaj Finance is the largest listed consumer lender outside the banks, so its quarterly update is read as a gauge of retail credit demand ahead of the festival season and of an RBI decision on October 7 where…
Margin lending has become a core revenue line for brokerages: three-month paper for non-bank lenders yields about 7.18%, while brokers charge clients 9-20% on margin loans. The exposure sits with bank-owned and listed…
The advice describes a trade-off that runs through listed sectors. A weaker rupee raises the rupee value of dollar revenue at IT services and pharma exporters, and raises the landed cost of crude for refiners, airlines…
HDFC Bank is the largest weight in the Nifty 50 and Nifty Bank, so its numbers set the tone for the banking earnings season. Deposits growing faster than loans matters for a lender that has spent the period since its…
The channel is interest cost. With low leverage, most rated borrowers lose little coverage even in the 50 bp case, so the direct effect on corporate credit quality is small. Crisil singles out commercial real estate as…
Draft filings are the supply side of the IPO market six to twelve months out. The fee pool falls to listed investment banks and brokers that run these books, and to registrars. Renewable power and real estate account…
Large-cap banks, financial services firms and other index heavyweights have the highest foreign ownership and are the most exposed to this kind of selling; brokers and exchanges see it in traded volumes. Mutual funds…
US yields and Fed pricing feed into foreign portfolio flows, the rupee and Indian bond yields, which is where banks, NBFCs and insurers are exposed through treasury books and borrowing costs. The RBI's own rate panel…
The repo rate sets the base for lending and deposit pricing. A hike feeds into floating-rate home, auto and business loans, so banks and NBFCs face shifts in margins and loan demand, while real-estate developers and…
The rule covers commercial banks, small finance banks, payments banks and local area banks, so every listed bank is in scope as an investee. It matters most for mid-sized and smaller private banks and small finance…
Higher risk-free returns in the US make emerging-market assets relatively less attractive and add pressure on foreign portfolio flows and the rupee. Banks and NBFCs are exposed through funding costs and bond…
The listing gives investors a direct way to own India's dominant exchange and creates a valuation benchmark for listed market-infrastructure companies such as BSE, CDSL and MCX. Because the issue was an offer for sale…
These are rule changes for capital-market intermediaries, not one-off events. Portfolio managers, wealth platforms and AMCs get a wider product set. Commodity exchanges get a potentially larger pool of participants now…
A narrower gap between US and Indian interest rates reduces the appeal of Indian bonds and equities for foreign investors and adds pressure on the rupee, raising imported inflation. With retail inflation above the…
HDFC Bank is India's largest private lender and one of the heaviest index weights, so a leadership change during a period of slow growth and a roughly 26% share-price fall this year matters for benchmark indices…
Growth above forecasts despite the oil shock supports loan demand for banks and order flows for capital goods and construction companies tied to investment, which grew nearly 12%. Slower private consumption and weak…
Promoter-group sales add free float and near-term supply in UltraTech shares, but heavy mutual fund buying shows domestic institutions absorbing it, and the stake sold is a small part of the promoter group's holding…
Versus June, the RBI lifted its growth forecast from 6.6% and trimmed inflation from 5.1%, but a projected 5.9% peak in October-December leaves the MPC little room to ease, so the policy rate that anchors bank lending…
Open-market buybacks give cash-rich listed companies, including IT services firms and PSUs, a flexible way to return money by buying shares on the exchange over weeks rather than through fixed-price tender offers…
The swap lets banks with large NRI franchises raise long-tenor dollar deposits without bearing hedging costs, adding foreign-currency liquidity and supporting the rupee without heavier direct market intervention. For…
A higher inflation path with rates unchanged removes the room for further easing and keeps bond yields firm, which affects borrowing costs for banks, NBFCs and corporates and the outlook for rate-sensitive realty and…
SBI is the country's largest lender and a bellwether for state-run banks, so a margin squeeze after the 2025 rate cuts points to pressure on interest income across PSU banks, whose loans reprice faster than their…
Sustained foreign selling weighs most on large, foreign-owned stocks such as private banks, IT services companies and other index heavyweights, and adds pressure on the rupee. Domestic mutual fund and insurance buying…
Cheaper crude is India's main relief channel: it eases costs for fuel retailers, airlines, paint and tyre makers, lowers imported inflation and supports the rupee. Lower bond yields lift banks' treasury values and the…
A hold after 2025's easing leaves loan and deposit pricing broadly unchanged, so banks and NBFCs see little immediate margin shift while rate-sensitive borrowers in housing, autos and real estate get no fresh relief…