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Rupee faces pressure as Iran talks stall; RBI intervention seen as a buffer

• The rupee settled at 95.8125 to the dollar on Friday
• The rupee is expected to open slightly weaker, with RBI intervention described as a reliable buffer
• A weaker rupee may benefit IT exporters but raise costs for Indian oil importers

RBI Likely To Hike Repo Rates By 50 Bps Taking Terminal Rate To 5.75% By December: Nomura

India's forex reserves fall $14.89 billion to $766 billion

• Forex reserves fell $14.89 billion to $766 billion in the week ended September 18
• Foreign currency assets declined $14.816 billion to $630.980 billion
• A reserve decline can add pressure to the rupee, affecting import-dependent Indian companies

Markets pricing an excessive 125bps rate hike over the next one year: Nomura

• Nomura says markets are pricing an excessive 125 bps of rate hikes over the next year
• It expects the chance of further increases to diminish beyond February 2027
• Higher rate expectations pressure rate-sensitive Indian lenders, real estate and consumer stocks

Rupee's likely to slip despite RBI push for stability

• The rupee could fall to 96-97 per dollar by FY27-end
• Persistent outflows from Indian financial assets and elevated crude oil are among the pressures
• A weaker rupee raises import costs for oil, airlines and other companies with foreign-currency exposure

Indian central bank likely shielding rupee as US-Iran impasses lifts oil prices, traders say

• The rupee declined 0.1% to 95.89 per dollar
• Central bank intervention helped the rupee hold above 96 per dollar
• Higher oil prices pressure Indian airlines, paints and other fuel-dependent businesses; a weaker rupee raises import costs

ET EXPLAINER: How RBI’s new valuation rules change the way banks view REITs, InvITs

• RBI amended the valuation framework for REITs and InvITs
• Valuation changes affect Indian banks’ exposure to REITs and InvITs

Bank holidays in October 2026: Check state-wise RBI holiday list of 11 days

• RBI’s October 2026 holiday calendar lists 11 days when banks will be closed
• Bank closures may affect branch services and transactions at Indian banks

Eight PSU banks lack non-executive chairmen, raising governance concerns

• Eight PSU banks lack non-executive chairmen, raising governance concerns
• Governance gaps put PSU bank oversight under scrutiny, including at listed lenders

Holding companies, NBFCs rejig assets, income to escape RBI scrutiny

• Groups are reshaping NBFC and holding-company balance sheets to avoid RBI registration and compliance
• Tighter scrutiny could affect Indian NBFCs and holding companies seeking to avoid RBI oversight

Tata Sons gets RBI queries on listing compliance road map

NRI deposit inflows surge nearly sevenfold to $36.2 billion in April-July FY27

• FCNR(B) deposit flows reached $34.53 billion in April-July FY27
• LRS outward remittances rose 4.7% year-on-year to $9.37 billion
• Stronger foreign-currency deposits support bank funding and India’s forex position