Indian banks show strong capital and readiness for the ECL framework. Basel III norms become effective from April 2027. Former SBI Chairman notes sufficient preparation time. This transition strengthens the banking system. It boosts investor confidence. The RBI maintains a neutral stance. This marks a new phase for Indian banks.Read More

Indian markets rebounded on October 1 after eight sessions of losses. The Reserve Bank of India maintained repo rates, revising inflation forecasts lower. This decision supported investor confidence. Bank stocks saw gains as RBI increased loan limits. The Indian rupee strengthened against the US dollar. Falling crude oil prices and positive global cues also contributed...Read More

Japan’s shorter-dated government bond yields fell as investors sought safe-haven assets following the US government shutdown. The two-year and ten-year JGBs saw slight declines amidst global uncertainties. Concurrently, a Bank of Japan survey revealed improved manufacturer confidence, heightening prospects for an interest rate hike as early as this month, though market reaction to the survey...Read More

India’s central bank proposed measures to boost the rupee’s global use, including allowing local banks to lend in rupees to businesses in neighboring countries for trade. It will also establish reference exchange rates and permit foreign entities to invest surplus vostro account rupee balances in corporate bonds and commercial papers.Read More

India’s central bank intervened in currency markets on Wednesday, selling dollars through state-run banks to support the rupee. This action occurred ahead of a crucial policy decision, with traders anticipating a potential rate cut. The rupee, which opened slightly higher at 88.7750 per dollar, was lifted from its all-time low near 88.Read More

RBI raises credit limits: Loan against shares ceiling hiked from Rs 20 lakh to Rs 1 crore, and IPO financing limit increased to Rs 25 lakh. Governor Sanjay Malhotra said these measures, part of five steps to boost credit, follow a 100-bps rate cut in 2025.Read More

Fabtech Technologies and OM Freight Forwarders are in their third day of IPO bidding. By Day 2, Fabtech achieved full subscription, while OM Freight Forwarders saw 2.23 times oversubscription. Fabtech’s GMP stands at 1%, indicating moderate interest, whereas OM Freight’s stronger 2.2% GMP reflects higher investor confidence.Read More

Dalal Street celebrated the RBI’s expected ‘dovish pause’ and Governor Malhotra’s pro-market initiatives, ending an 8-day losing streak. Sensex surged over 600 points as RBI allowed banks to fund M&A, liberalized loans against shares, and reduced risk weights for infrastructure financing. These measures, coupled with optimistic GDP and inflation forecasts, significantly boosted market sentiment, especially...Read More

Ten small-cap stocks trading below their five-year average P/E have rallied 15–100% in the past three months. While potentially undervalued, investors should consider fundamentals and broader market conditions.Read More

Sanjeev Prasad anticipates festive demand will boost autos and staples. He expects earnings stability for FY2027 after recent cuts. Nifty 50 may deliver 5-10% returns over the next year. Banks are set to lead economic recovery with 23% profit growth in FY2027. Job creation determines the longevity of the demand cycle.Read More