What is moving Indian markets

• AI

  ● mixed +3%694 stories1,248 reportsAI Catalysts −2.4%

  

  Accenture faces investor scrutiny as it pivots toward AI

  3 sources · 3d

  • Its low-cost-worker model is under investor scrutiny
  • CEO Julie Sweet is leading the AI pivot
  • Accenture’s shift puts Indian IT services firms under scrutiny over AI-led disruption and delivery models
  1. ●Centre fortifies India’s AI mission with Sovereign Compute Pool amid rising GPU costs1 source · 1d
  2. ▼AI cuts cyberattack costs below $3 as risks rise in India2 sources · 4d
  3. ●Anarock files for ₹1,000 crore IPO, including ₹550 crore fresh issue8 sources · 3d
  4. ▲Goldman Sachs identifies 42 Indian stocks riding AI build-out2 sources · 5d
  All 694 stories →
• RBI

  ● mixed +8%185 stories404 reports

  

  RBI Governor Sanjay Malhotra flags rising financial risks, warns against complacency as West Asia conflict adds to inflation pressure

  3 sources · 10h

  • RBI Governor Sanjay Malhotra warned against complacency over rising financial risks
  • He said the West Asia conflict adds to inflation pressure
  • Heightened financial risks warrant vigilance among Indian banks and other lenders
  1. ▲Nomura sees only 50 bps of RBI rate hikes by December, versus markets’ 125 bps5 sources · 6d
  2. ▼RBI completes ₹1 trillion net debt sale for first time in a decade6 sources · 5d
  3. ●RBI Governor sees AI valuation correction as India opportunity but flags global risks2 sources · 10h
  4. ●RBI Committed To Remain Vigilant Of Emerging Vulnerabilities, Keep Financial System Resilient: Guv2 sources · 7h
  All 185 stories →
• Monsoon2.8× usual

  ▼ bearish −51%73 stories114 reports

  

  India’s monsoon rainfall falls 12.6% below average, lowest in over a decade

  5 sources · 3d

  • Rainfall was 12.6% below the long-period average over the four-month monsoon season
  • Deficient rains and low reservoirs threaten Rabi crops, food prices and rural spending
  • Crop and food-price pressure puts FMCG, consumer-demand and rural-focused companies at risk
  1. ▼2026 monsoon ends with nearly 13% rain deficit, worst since 2015: IMD2 sources · 3d
  2. ▼Weakest monsoon since 2015 prompts ICRA to cut FY27 farm growth forecast2 sources · 1d
  3. ▼Weak monsoon weighs on rural demand; September tractor sales fall at M&M and Escorts Kubota2 sources · 2d
  4. ▼Erratic monsoon cuts rice yields and threatens rural incomes and spending2 sources · 3d
  All 73 stories →
• Auto sales2.6× usual

  ▲ bullish +24%84 stories127 reports

  

  Indian automakers report higher September sales ahead of festive season

  3 sources · 3d

  • Hyundai Motor India sales increased 10.8%
  • Festive-season restocking supports sentiment for Indian automakers, including Hyundai Motor India
  1. ▼Shares of Indian auto companies slide as sales soften in September, after hitting record highs in August2 sources · 2d
  2. ●September Auto Sales: Who Sold The Most Vehicles? Tata Motors, Eicher, Bajaj, Maruti To M&M, Here's The List1 source · 2d
  3. ●PV sales jump 21.7% to 4.6 lakh units in September; Maruti, Hyundai, Tata Motors lead growth1 source · 2d
  4. ▲Hyundai Motor India posts record September sales of 77,916 units6 sources · 3d
  All 84 stories →
• Economic growth

  ▲ bullish +20%166 stories246 reports

  

  India growth may slow to 5.5-6% in H2FY27 as capex moderates: Report

  1 source · 2d

  • India’s growth is projected at 5.5-6% in H2FY27, down from 7-7.5% in H1
  • The slowdown is expected as capex moderates
  • Slower growth and capex could weigh on Indian companies tied to investment and domestic demand
  1. ▼Fuel, finance shocks already hitting global economy; India better placed but not insulated: Neelkanth Mishra2 sources · 6h
  2. ●India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah1 source · 5h
  3. ▲Beyond the 7% headline: S&P maps the forces driving India’s next growth phase1 source · 3d
  4. ●S&P Global projects India to grow 7% in FY27 as global uncertainty, energy shocks weigh1 source · 3d
  All 166 stories →
• DieselRising · 23 in 2d

  ● mixed −4%78 stories145 reports

  

  G7 agrees to release 100 million barrels of oil and fuel over four months

  10 sources · 1d

  • Release includes crude oil and diesel from emergency reserves
  • The coordinated supply aims to ease shortages and stabilise fuel markets
  • Lower crude and diesel prices would ease input costs for Indian refiners and fuel users
  1. ▲Europe agrees to release diesel stockpiles; oil prices fall more than 4%4 sources · 1d
  2. ▲Centre cuts windfall tax on diesel and ATF exports; petrol levy unchanged6 sources · 3d
  3. ▼Bulk diesel price up Rs 14.6/litre as crude surge squeezes oil cos' margins1 source · 30m
  4. ▼Why Are Diesel Prices Soaring and What Would a U.S. Export Ban Do?2 sources · 2d
  All 78 stories →
• IT services2.4× usual

  ● mixed +7%91 stories127 reportsIT +0.3%

  

  Indian IT stocks extend sell-off, with Infosys below ₹1,000 and Wipro at a six-year low

  3 sources · 5d

  • The IT sector has fallen 26.54% year-to-date and 17.4% over 12 months
  • Infosys fell below ₹1,000; Wipro hit a six-year low
  • Continued weakness pressures earnings expectations for Indian IT services companies
  1. ▲Accenture forecasts 3-6% FY27 revenue growth after Q4 revenue beats guidance8 sources · 2d
  2. ▼Jefferies is bearish TCS, Wipro, 6 other IT stocks ahead of Q2 results. How many do you own?3 sources · 3d
  3. ▲Nifty IT gains 2.1% as nine of 10 constituents trade higher3 sources · 3d
  4. ▼IT Q2 Preview: Infosys, Other Large Caps May Cut Guidance As AI Deflation Bites, Mid-Caps To Buck The Trend3 sources · 4d
  All 91 stories →
• SEBI

  ● mixed +10%91 stories231 reportsCapital Markets −4.8%

  

  Sebi to issue Closing Auction Session framework after reviewing over 3,500 comments

  8 sources · 9h

  • Sebi chairman Tuhin Kanta Pandey said the regulator will quickly review feedback and move ahead
  • Comments cover proposed changes to CAS, market timings and derivatives settlement
  • The framework could change closing-price execution for Indian stock-market participants and exchanges
  1. ▲SEBI examines non-agri contract position limits to improve liquidity6 sources · 7h
  2. ●SEBI developing second surveillance system to flag bad actors at listed firms and small IPOs3 sources · 10h
  3. ●IPO rush continues: 50-plus companies file DRHPs ahead of Sebi deadline2 sources · 3d
  4. ▲SEBI drops Adani MPS case, finding insufficient evidence Vinod Adani controlled FPIs8 sources · 5d
  All 91 stories →
• Pharma and healthcare1.8× usual

  ● mixed +15%161 stories252 reportsPharma −2.7%

  

  Kerala HC says government can intervene over exorbitant prices of patented drugs

  3 sources · 5d

  • The Kerala High Court ruled government intervention is permissible for prohibitively priced patented medicines
  • The court directed the Centre to gather information on drug prices
  • Pricing intervention may affect pharma companies, including makers of patented medicines
  1. ▼Why the stock market fell for 8th straight week, its longest losing streak in 25 years1 source · 2d
  2. ▼SC flags a costly dose of markups, asks for 16% cap on essential meds2 sources · 4d
  3. ●Karnataka flags 52x mark-up on cancer drugs, seeks Centre's intervention1 source · 2d
  4. ●Big Pharma turns to China for new drugs as patent cliff drives multibillion-dollar deals1 source · 1d
  All 161 stories →
• Mutual funds

  ● mixed +6%175 stories207 reportsCapital Markets −4.8%

  

  73% equity mutual funds lost money on lumpsum investments over last 2 years. Is your fund among them?

  1 source · 2d

  • A study found 73% of equity mutual funds lost money on lumpsum investments over two years
  • The findings may affect investor flows into Indian equity mutual funds
  1. ▲Only 62 mn invest in MFs despite 500-550 mn UPI users in India: EY report1 source · 4d
  2. ●Market lacks momentum, yet SIPs shine as a reliable investment strategy1 source · 5d
  3. ▼These 9 equity mutual funds lose over 8% in September. Are any of these part of your portfolio?1 source · 11h
  4. ●Multi-asset allocation mutual funds: Nippon India, HDFC feature among SIP top performers and laggards1 source · 11h
  All 175 stories →
• US jobs dataRising · 35 in 2d

  ● mixed +4%60 stories93 reports

  

  Nasdaq hits record as weak US jobs data cools rate-hike bets

  5 sources · 1d

  • Nasdaq Composite hit a record high after disappointing US jobs data
  • Lower Treasury yields and oil prices accompanied the rise; Nike shares fell on its forecast
  1. ●US added 29,000 jobs in September as unemployment rose to 4.2%5 sources · 2d
  2. ●US adds 29,000 jobs in September, well below expectations3 sources · 1d
  3. ●Weak US jobs report dims odds of an October Fed rate hike4 sources · 1d
  4. ▼Asian shares fall amid bond and FX swings ahead of US jobs data4 sources · 2d
  All 60 stories →
• Autos

  ▲ bullish +17%219 stories331 reportsAuto −5.0%≠

  

  Embraer and Mahindra plan ₹6,000 crore Nagpur assembly line for C-390

  11 sources · 2d

  • The planned investment is ₹6,000 crore for a C-390 assembly line in Nagpur
  • The facility depends on the Indian Air Force selecting the C-390 and a government order
  • A potential boost for Mahindra and India’s defence manufacturing supply chain, contingent on an IAF contract
  1. ●India’s CAFE-III rules tighten automakers’ fleet fuel-efficiency targets from April 20275 sources · 4d
  2. ●M&M September vehicle sales rise 15% to 1,14,874; SML Mahindra sales climb 18%5 sources · 3d
  3. ●CAFE III norms start in April 2027; battery EVs receive three times the credit4 sources · 4d
  4. ▼M&M Share Price Falls 4%, Hits 52-Week Low As Tractor Sales Miss Estimates1 source · 3d
  with Mahindra & MahindraAll 219 stories →
• Taxes

  ● mixed +11%156 stories226 reports

  

  BMC entertainment tax proposal likely to marginally increase ticket prices by Rs 5-10

  3 sources · 12h

  • Mumbai movie tickets could rise by Rs 5-10 if BMC raises per-show tax from Rs 60 to Rs 400
  • Exhibitors and producers say…
  • Higher ticket prices may affect Mumbai cinema attendance and listed multiplex operators
  1. ▲Centre cuts windfall tax on diesel and ATF exports; petrol levy unchanged6 sources · 3d
  2. ●India should tax capital income, not wealth or inheritance: Economist Daniel Waldenstrom2 sources · 8h
  3. ▲India extends apparel export tax rebate scheme by three months3 sources · 3d
  4. ▼High prices and taxes drive growth in India’s under-the-counter gold trade3 sources · 4d
  All 156 stories →
• Iran

  ▼ bearish −44%223 stories378 reports

  

  Sensex plunges 1,000 points as Iran tensions trigger ₹9.5 lakh crore sell-off

  3 sources · 2d

  • Investors lost ₹9.5 lakh crore in about an hour
  • The Sensex and Nifty fell sharply after US-Iran news hinted at fresh escalation
  • Geopolitical risk-off selling weighs on Indian equities across sectors
  1. ▼UN warns fuel subsidies could exceed $1 trillion as Iran war raises energy costs3 sources · 2d
  2. ▼US-Iran Conflict: Bessent Says Tehran To Have No Oil At Sea, No Revenues This Week1 source · 52m
  3. ▼Iran War Pressures, G7 Oil Release, FlyDubai Terror Attack, More1 source · 3h
  4. ▼In Graphics: How the cost of Iran war piled up1 source · 21h
  All 223 stories →
• Agriculture

  ▼ bearish −23%138 stories219 reports

  

  Panagariya sees no major food or fertiliser crisis for India amid global disruptions

  2 sources · 5h

  • India’s role as an agricultural exporter could lift demand for its exports
  • Disruptions among major producers such as Ukraine could increase demand for Indian exports
  • Potential export demand benefits Indian agricultural producers and exporters
  1. ▼India cuts FY27 foodgrain production target by 2.63 million tonnes amid El Niño fears5 sources · 4d
  2. ▼India’s monsoon rainfall falls 12.6% below average, lowest in over a decade5 sources · 3d
  3. ▼El Niño risks lower rabi output in rainfed areas4 sources · 5d
  4. ▼Foodgrain output target for 2026-27 cut amid El Niño concerns2 sources · 4d
  All 138 stories →
• Banks

  ● mixed +14%348 stories616 reportsBank −1.8%

  

  Jefferies sees HDFC Bank rerating potential tied to CEO succession and execution

  4 sources · 5d

  • Jefferies set a target price of Rs 880, citing CEO succession clarity and execution
  • HDFC Bank has lost 27% year to date, one of the Nifty 50’s worst-hit stocks
  • CEO succession clarity could influence HDFC Bank shares and sentiment toward private-sector banks
  1. ▼Bank Nifty Crashes 1,800 Points In Two Sessions To Three-Month Low. Will The Fall Continue?2 sources · 5d
  2. ▲Bank unions defer three-day strike after talks with IBA12 sources · 6d
  3. ●HDFC Bank succession settled; execution test awaits new CEO Anup Bagchi1 source · 1d
  4. ●Experts' views: Can new HDFC Bank CEO-MD Anup Bagchi's appointment change fortunes of Sensex, Nifty, Bank Nifty indices?1 source · 1d
  with HDFC BankAll 348 stories →
• AccentureNew

  ▲ bullish +56%16 stories34 reports

  

  Accenture forecasts 3-6% FY27 revenue growth after Q4 revenue beats guidance

  8 sources · 2d

  • Q4 revenue was $18.7 billion, up 6% year-on-year and above the high end of guidance
  • FY27 revenue growth forecast at 3% to 6%, above analysts’ estimates of 3.9%
  • Accenture’s outlook eases AI concerns, lifting sentiment for Indian IT services companies
  1. ▲Accenture jumps 20% after earnings beat and stronger 2027 outlook4 sources · 2d
  2. ▲Explained - What do the Accenture results mean for Indian IT companies2 sources · 1d
  3. ●Accenture expects to hire in every market in FY27 as AI lifts revenue per employee2 sources · 2d
  4. ▲TCS, Infosys, Wipro shares ahead of Q2 results: Explained | What Accenture's strong earnings mean for Indian IT stocks1 source · 6h
  All 16 stories →
• National Pension SystemNew

  ● mixed +7%23 stories28 reports

  

  Indian household debt rises 14.3%, financial assets grow 9% in 2025: Report

  2 sources · 2d

  • Indian household debt rose 14.3% in 2025, while financial assets grew 9%
  • Insurance and pensions grew 11.4%; deposits rose 9.8% and securities 6.1%
  1. ●‘Less exciting long-term savings crucial for financial security in old age’: CEA encourages pension investment1 source · 34m
  2. ●The downside of an ageing population1 source · 5h
  3. ▲Pension savings may get bigger infrastructure play as PFRDA explores direct project exposure1 source · 2d
  4. ▲Why CEA Nageswaran wants households to move from short-term trading to long-term savings1 source · 2d
  All 23 stories →
• Trade and tariffs

  ▲ bullish +15%266 stories463 reports

  

  Modi and Trump may speak again soon, but US says India trade deal is not imminent

  15 sources · 3d

  • Greer said Modi and Trump had a “constructive call yesterday morning”; another call may follow soon
  • Greer said sticking points remain and he did not think a deal was imminent
  • Goyal pushed for an early interim deal to keep Indian exporters competitive in the US market
  • A delayed deal leaves Indian exporters facing continued uncertainty over access and competitiveness in the US market
  1. ▲India extends apparel export tax rebate scheme by three months3 sources · 3d
  2. ▲Government extends RoDTEP refunds to December 31, 2026; rates remain unchanged5 sources · 4d
  3. ●P K Mishra says sanctions, tariffs can be weaponised as policy tools2 sources · 9h
  4. ▲Goyal heads to US for G20 trade meeting and India-US deal talks8 sources · 5d
  All 266 stories →
• Apple

  ▲ bullish +36%53 stories130 reports

  

  Apple Pay launches in India with Axis Bank as first card partner

  17 sources · 4d

  • Eligible Axis Bank Visa and Mastercard credit card users can use Apple Pay
  • Payments are supported at merchants, within apps and online
  • New payment options could support Axis Bank’s card business and intensify competition for Indian payment platforms
  1. ●Apple to flag AI requests for Mac data after complaints over Meta’s Muse6 sources · 20h
  2. ▲Apple scores A+ for record $13 billion iPhone exports from India2 sources · 4d
  3. ▲Apple Pay enters India with Axis Bank, targeting card usage and broader partnerships2 sources · 4d
  4. ●Apple to sell 6 million iPhone Duo units this year as IDC predicts 13% growth in foldable phone sales2 sources · 3d
  All 53 stories →
• Defence

  ▲ bullish +16%93 stories160 reportsIndia Defence −2.3%

  

  India may finalise MRFA deal by current financial year: IAF chief

  1 source · 8h

  • IAF chief A.P. Singh says the MRFA deal could be finalised this financial year
  • Russia’s Su-57 is among options if the AMCA programme faces delays
  • The fighter procurement outlook matters to Indian defence companies competing for contracts
  1. ▲Embraer and Mahindra plan ₹6,000 crore Nagpur assembly line for C-39011 sources · 2d
  2. ▲Datanomics: Private companies gaining ground in defence tender wins1 source · 2d
  3. ▲AXISCADES hits 10% upper circuit after block deal draws institutional buyers5 sources · 5d
  4. ▲Akash Missile Exported To Armenia, Tajikistan And Turkmenistan: Defence Secretary1 source · 2d
  All 93 stories →
• Power transmission1.8× usual

  ▲ bullish +50%28 stories40 reports

  

  Cabinet approves ₹1.86 lakh crore Green Energy Corridor III for 135 GW renewables

  7 sources · 3d

  • The scheme will enable evacuation of up to 135 GW of renewable energy
  • Project outlay is ₹1.86 lakh crore, including support for energy storage
  • Transmission and storage spending may create opportunities for Indian renewable-energy and power-infrastructure companies
  1. ▲GEC-III scheme to unlock next growth phase for India renewables sector1 source · 2d
  2. ▲Third edition of Green Energy Corridor to add 51,126 ckm transmission lines, 50 GWh BESS1 source · 22m
  3. ▼Power stocks fall despite ₹1.86 lakh crore PM-DHARA scheme: Tata Power, Adani Power, NTPC, Power Grid in focus2 sources · 3d
  4. ▲UN climate chief hails India's Green Energy Corridor-III, says grid strengthening will deliver "big dividends"1 source · 1d
  All 28 stories →
• Jobs and layoffsRising · 42 in 2d

  ● mixed +7%152 stories208 reports

  

  PMEGP may get 5-year extension till 2030-31 with Rs 15,000 crore outlay; govt weighs easier norms

  1 source · 22h

  • Government is considering extending PMEGP until 2030-31
  • The proposed extension has an estimated Rs 15,000 crore outlay
  • A larger PMEGP could support Indian micro-enterprises and employment
  1. ▲Employment in industries cross 2 cr mark in 2024-25 shows government survey1 source · 3d
  2. ●US adds 29,000 jobs in September, well below expectations3 sources · 1d
  3. ●White-collar hiring shifts towards specialised AI skills, experienced professionals in September: Report1 source · 14h
  4. ▲ET Graphics: Factory engine revs up jobs and earnings rise1 source · 2d
  All 152 stories →
• Fuel prices

  ▼ bearish −21%104 stories174 reports

  

  ATF rises ₹16/litre and commercial LPG ₹62.50; petrol and diesel unchanged

  8 sources · 3d

  • Delhi’s 19-kg commercial LPG cylinder now costs ₹2,810, up ₹62.50
  • ATF increased by ₹16 per litre; petrol and diesel prices were unchanged
  • Higher fuel costs pressure airlines and restaurants, while oil marketing companies may benefit from higher price realisations
  1. ▼Petrol, Diesel Prices On October 3: Check New Fuel Rates In Mumbai, Bengaluru, Chennai, Kolkata And More2 sources · 14h
  2. ●India will ask private fuel retailers to end sales rationing3 sources · 2d
  3. ▼Nayara raises petrol by ₹5 and diesel by ₹3 per litre11 sources · 10h
  4. ▼Rising crude costs and unchanged pump prices squeeze fuel retailers2 sources · 2d
  All 104 stories →
• FlydubaiNew

  ● mixed −1%36 stories67 reports

  

  FlyDubai incident: Co-pilot was barred by Oman over alleged extremist views

  1 source · 15h

  • Oman had barred the FlyDubai co-pilot over concerns about alleged extremist views
  • Officials said he nearly crashed a Tel Aviv-bound flight with 182 people aboard
  • The incident may renew aviation-safety scrutiny for Indian airlines, including Air India, SpiceJet and Akasa Air
  1. ●Flydubai flight diverted after co-pilot attacks captain; crew and passengers restrain him8 sources · 3d
  2. ●Oman Had Previously Banned the FlyDubai Attacker From Flying1 source · 19h
  3. ●Dubai Crown Prince praises Indian flydubai pilot after cockpit attack3 sources · 4h
  4. ●'We Can Confirm...': FlyDubai Issues First Statement Amid Hijacking Scare1 source · 3d
  All 36 stories →
• South KoreaNew

  ● mixed ±0%18 stories40 reports

  

  South Korea reports record chip exports as factory growth and shares rise

  3 sources · 3d

  1. ●Trump announces $200 billion South Korean investment; Seoul has yet to commit to Alaska LNG8 sources · 4d
  2. ●Trump says South Korea deal includes an $8.4 billion oil project4 sources · 1d
  3. ●North Korea test-fires ballistic missile2 sources · 19h
  4. ●Trump wants South Korea in on Alaska LNG. Here’s why Seoul is cautious2 sources · 1d
  All 18 stories →
• Jio1.9× usual

  ● mixed +2%26 stories46 reports

  

  Jio Platforms IPO may open October 21 after worldwide roadshows

  8 sources · 2d

  • The IPO is estimated at $3.8 billion, potentially India’s largest public offering
  • Subscription is likely from October 21 to 23, with listing expected October 28
  • A major listing expands access to Jio; Reliance Industries shareholders may be affected by valuation and ownership changes
  1. ●Jio IPO Guide: Expected issue details, listing process and key factors1 source · 2d
  2. ●India IPO market: $9 billion raised in Sept qtr, over 200 companies in pipeline; Jio, Avaada next1 source · 3d
  3. ●Beyond the SIM: Inside Jio and Airtel’s high-stakes AI pivot1 source · 4d
  4. ●IPO pipeline: H1FY27 momentum sets the stage for a crowded second half1 source · 3d
  All 26 stories →
• Anthropic

  ● mixed −1%65 stories168 reports

  

  Anthropic targets $2 trillion IPO valuation despite $42 billion loss and $518 billion spending plan

  11 sources · 5d

  • Anthropic reported a $42 billion net loss in 2025, despite revenue growth of 12-fold to nearly $4.6 billion
  • It plans $518 billion in infrastructure spending on cloud and computing
  • AI infrastructure spending may benefit Indian data-centre and power companies, while intensifying competition for AI firms
  1. ●Anthropic IPO filing shows 47% of sales came through Amazon and Google4 sources · 4d
  2. ●Anthropic Targets Mega IPO As Soon As November, Eyes Pre-Thanksgiving Debut3 sources · 2d
  3. ●Anthropic flags existential AI risks in IPO filing; reports $8bn annual loss15 sources · 6d
  4. ●Anthropic launches Claude Sonnet 5.5, with lower task costs and improved coding9 sources · 5d
  All 65 stories →
• China

  ● mixed +1%204 stories297 reports

  

  Oil prices rise as Chinese refiners reportedly ban October fuel exports; Brent crude back above $100

  2 sources · 2d

  • Brent crude moved back above $100
  • Chinese refiners reportedly suspended October fuel exports to protect domestic supplies
  • Higher crude prices raise costs for Indian oil marketers and fuel-consuming sectors
  1. ●China opens anti-dumping probe into EU chemical imports ahead of trade talks3 sources · 14h
  2. ●China factory activity returns to growth in September6 sources · 4d
  3. ▼China fuel export suspension to choke supplies in Asia2 sources · 1d
  4. ●Chinese refiners suspend October fuel exports, says report: Which other countries plan curbs amid Iran, Ukraine war2 sources · 3d
  All 204 stories →
• Housing

  ▲ bullish +26%81 stories112 reports

  

  India’s housing construction pipeline nearly doubles to $430 billion in 2025

  2 sources · 1d

  • Housing construction value rose from $235 billion in 2019 to $430 billion in 2025
  • The report attributes the increase to strong post-pandemic demand
  • A larger housing pipeline supports demand for Indian cement, building materials and real-estate companies
  1. ●Govt preparing new affordable housing policy, expected to come in next six months, says Credai3 sources · 1d
  2. ▼Must-read for homebuyers: Planning to buy a new house from a developer? Here's what you should consider1 source · 5d
  3. ●India's housing market hits plateau: Sales flat at ₹3.6 lakh cr in H1 20261 source · 6d
  4. ●When rent eats 30% of income: India’s urban housing affordability squeeze deepens1 source · 2d
  All 81 stories →
• UPI

  ● mixed +11%57 stories101 reports

  

  Supreme Court refuses to stay UPI charges above ₹2,000; seeks Centre’s explanation

  6 sources · 5d

  • The new framework sets a 0.4% charge on specified UPI payments above ₹2,000
  • The court refused an interim stay and asked the Centre to explain the levy
  • The levy’s impact on payment costs matters to Indian merchants and fintech companies
  1. ▲UPI volume rises 27% to touch 145 billion in first half of FY272 sources · 1d
  2. ▲UPI transactions rise 27% to 145 billion in H1 FY27 ahead of new MDR1 source · 13h
  3. ●Supreme Court to hear challenge to MDR on UPI payments above ₹2,00010 sources · 6d
  4. ●Supreme Court declines interim stay on UPI MDR levy above ₹2,0004 sources · 5d
  All 57 stories →
• United Kingdom1.6× usual

  ● mixed +3%84 stories118 reports

  

  UK Greens Urge Burnham to Put Thames Water in Public Hands Now

  1 source · 6h

  1. ●UK bank stocks slide as 30-year borrowing costs hit highest since 19982 sources · 2d
  2. ▼UK pound falls to three-month lows as investors fret over rates, oil1 source · 2d
  3. ●UK homeowners take a hit as global bond selloff deepens3 sources · 2d
  4. ●A Brexit reversal is on the table 10 years on from the vote that changed Britain. Here’s what’s at stake2 sources · 2d
  All 84 stories →
• Russia

  ● mixed −6%84 stories107 reports

  

  Russia extends diesel export restrictions through October

  2 sources · 3d

  • Russia extended diesel export restrictions through October to stabilise domestic fuel markets
  • The move comes amid rising demand and a global fuel crunch
  • Tighter diesel supply may lift fuel costs for Indian refiners and oil marketing companies
  1. ●US-Russia talks on Ukraine involve multi-billion dollar oil deal, NYT reports2 sources · 7h
  2. ●Russia to take 70,000 Indian skilled workers this year, Jaishankar tells parliamentary panel1 source · 40m
  3. ●140 Indians discharged from Russian army: Govt seeks Moscow update on 55, 'balanced' trade push1 source · 6h
  4. ●India may finalise MRFA deal by current financial year: IAF chief1 source · 8h
  All 84 stories →
• Kotak Mahindra BankNew

  ▲ bullish +74%30 stories100 reportsKOTAKBANK +3.3%

  

  RBI clears Anup Kumar Saha as Kotak Mahindra Bank CEO for three years from January 1, 2027

  17 sources · 3d

  • Saha joined Kotak in January 2026 and currently serves as a whole-time director
  • Kotak shares rose almost 4% after the appointment announcement
  • Leadership clarity may support sentiment toward Kotak Mahindra Bank shares
  1. ▲NCLT admits insolvency plea by Kotak Mahindra Bank against Unity Realty1 source · 22h
  2. ▲Only 9% up since last MD but Jefferies sees 10% more in Kotak Mahindra Bank shares after Anup Saha's appointment1 source · 1d
  3. ●'ICICI is CEO-making factory' trends on internet as Anup Saha, Anup Bagchi named MD-CEO of Kotak Mahindra, HDFC Bank1 source · 1d
  4. ▲Buy Kotak Mahindra Bank; target of Rs 500: Prabhudas Lilladher1 source · 2d
  All 30 stories →
• CanadaNew

  ● mixed +6%32 stories49 reports

  

  India-Canada trade target: $70 billion in five years as CEPA talks speed up

  2 sources · 2d

  • India and Canada aim to raise bilateral trade to USD 70 billion in five years
  • Negotiations for a Comprehensive Economic Partnership Agreement are ongoing
  • Expanded trade may benefit Indian exporters, including pharmaceuticals, textiles and engineering goods
  1. ●AI agents attempted to access a Canadian government website, research firm says5 sources · 3d
  2. ▲FPO-led food exports from Haryana to Canada open new market opportunities for farmers1 source · 1d
  3. ●America's Canadian import restrictions come into force. Here are the products barred from entry1 source · 4d
  4. ●Shell-led consortium backs $23bn expansion of LNG Canada project1 source · 4d
  All 32 stories →
• Power sector

  ▲ bullish +30%133 stories200 reportsPower −3.2%

  

  India’s September power deficit hits a decade high as monsoon ends 13% below normal

  5 sources · 3d

  • Peak power shortfalls exceeded 2 GW on more than half of September’s days
  • The monsoon ended with a 13% rainfall deficit; 313 of 741 districts had deficient or large-deficient rain
  • Weak rains and higher power demand pressure farm-linked firms while raising demand for power generators
  1. ▲Cabinet approves ₹1.86 lakh crore Green Energy Corridor III for 135 GW renewables7 sources · 3d
  2. ▲KPI Green to buy 507.9 MW wind assets for ₹2,410 crore, lifting capacity to 1.67 GW5 sources · 3d
  3. ●Renaissance keen to invest ₹5,000 crore in Tumakuru: MB Patil1 source · 2d
  4. ▲India’s power consumption rises 11.35% to 162.19 BU in September1 source · 2d
  All 133 stories →
• Donald Trump

  ▼ bearish −19%207 stories391 reports

  

  Trump says he is still considering a diesel export ban

  5 sources · 4d

  • Trump said he was still “thinking about” a diesel export ban
  • He has downplayed the proposal over its potential impact on other fuels
  • A ban could raise global fuel prices, pressuring Indian oil marketers and fuel-sensitive sectors
  1. ▼Trump weighs US diesel export ban as global supply crunch worsens5 sources · 6d
  2. ▼Trump declines to reveal next move on Iran, says conflict 'won't be long'1 source · 11h
  3. ▼Wall Street futures fall as oil rises after Trump rejects Iran peace proposal4 sources · 5d
  4. ●Trump rules out a US diesel export ban after G7 reserve release4 sources · 19h
  All 207 stories →
• GST

  ▲ bullish +26%43 stories61 reports

  

  September GST collections rise 14.7% to ₹2.04 lakh crore

  13 sources · 2d

  • Gross collections reached ₹2.04 trillion; net GST revenue rose 18.1% to ₹1.77 trn
  • Import-linked revenue rose 26% to ₹65,525 crore, while domestic collections grew 10.1%
  • Stronger tax receipts support fiscal accounts and may benefit banks and domestic-demand stocks
  1. ▲GST relief for gaming companies raises hopes across the sector1 source · 22h
  2. ▲Strong macro show takes shape in Q2 before festive rush1 source · 2d
  3. ●GST revenue rises to ₹2.03 lakh crore in September but share of domestic sources falls to all-time low1 source · 2d
  4. ▲GST state-wise collection September 2026: Assam jumps 88%, UP 18%; Tamil Nadu falls 5%1 source · 2d
  All 43 stories →
• Manufacturing

  ▲ bullish +53%99 stories185 reportsIndia Manufacturing −3.9%

  

  Piyush Goyal invites US manufacturers to invest in India and partner with SMEs

  7 sources · 3d

  • Goyal pitched India to US manufacturers and technology companies for advanced manufacturing investment
  • He urged partnerships with Indian SMEs as India and the US seek to advance a proposed trade deal
  • Potential investment and SME partnerships could benefit Indian manufacturers and electronics producers
  1. ▲India manufacturing PMI hits seven-month high of 55.1 in September12 sources · 3d
  2. ▲ET Graphics: Factory engine revs up jobs and earnings rise1 source · 2d
  3. ▲Output, wages, GVA... manufacturing sector is on a roll: GVA grows 9.6% to Rs 26.9 lakh crore; sector adds 1.4 mn workers1 source · 3d
  4. ▲Embraer and Mahindra plan ₹6,000 crore Nagpur assembly line for C-39011 sources · 2d
  All 99 stories →
• Infrastructure

  ▲ bullish +41%135 stories190 reportsInfrastructure −3.8%

  

  NaBFID raises $750 million in debut US dollar bond issuance

  1 source · 2d

  • NaBFID raised $750 million in its debut US dollar bond issuance
  • The 10-year bond is the first drawdown under its $4 billion global note programme for infrastructure financing
  • The bond expands funding for infrastructure; Indian project financiers and construction companies are exposed
  1. ▲Haryana brings Delhi-Panipat-Karnal Namo Bharat corridor under TOD policy: What it means1 source · 4d
  2. ●H1 digest: New capex proposals rise, but momentum plunges in September quarter1 source · 2d
  3. ▲Adani commits over ₹6 lakh crore to Maharashtra; ₹2.6 lakh crore in projects completed or underway6 sources · 2d
  4. ▲NCC bags ₹1,077 crore drinking water supply order from Andhra Pradesh government3 sources · 5d
  All 135 stories →
• Petronet LNGNew

  ▲ bullish +22%20 stories32 reportsPETRONET −0.4%

  

  Petronet LNG names GAIL’s Sanjay Kumar as MD & CEO from May 13, 2027

  5 sources · 1d

  • Sanjay Kumar will replace Akshay Kumar Singh, who retires on May 12, 2027
  • Petronet approved a 50:50 JV with Gruner Renewable Energy to build 10 CBG…
  • Leadership change and CBG plans matter to Petronet LNG and GAIL investors
  1. ▼Petronet LNG’s next growth leg depends on improving capacity utilization1 source · 4d
  2. ▼India to face tougher competition for gas this winter? Here's what expert said1 source · 1d
  3. ●Centre proposes changes to Petroleum Act, seeks stakeholders' feedback1 source · 3d
  4. ●Petronet LNG seeks approval for director commissions of up to 1% of profit4 sources · 6d
  All 20 stories →
• CAFE-3New

  ▲ bullish +32%14 stories22 reports

  

  CAFE 3 norms retain weight-based formula, with no small-car carve-out

  6 sources · 4d

  • Revised emission targets take effect from April 2027
  • TMPV and M&M may emerge as key beneficiaries
  • The rules may favour Tata Motors PV and Mahindra & Mahindra over smaller-car makers
  1. ▲Automakers welcome CAFE-III rules; Citi favours Maruti, M&M and Hyundai2 sources · 3d
  2. ●In CAFE 3, auto companies have wider choices and a better view of the road1 source · 3d
  3. ●CAFE 3 explained: What India's new fuel-efficiency rules mean for carmakers and buyers1 source · 3d
  4. ●CAFE 3 norms notified: Carmakers face 16.7% tighter CO₂ target at 78.9 g/km by FY32; small-car relief scrapped1 source · 3d
  All 14 stories →
• OpenAI

  ● mixed ±0%100 stories226 reports

  

  OpenAI unveils always-on Dots agents for enterprise users

  9 sources · 4d

  • Dots agents can connect to over 4,000 apps through OpenAI’s plugin ecosystem
  • OpenAI paused a model rollout a day before the announcement
  • Enterprise AI competition may affect Indian IT services firms’ client work
  1. ●OpenAI safety employee resigns, calls for nuclear-level safeguards7 sources · 2d
  2. ●OpenAI shelves GPT-6.1 Astra after tests flag safety concerns16 sources · 5d
  3. ●OpenAI alerts more than 100 organisations to rogue AI agent activity6 sources · 2d
  4. ●OpenAI seeks $30 billion in funding at a $1.4 trillion valuation9 sources · 4d
  All 100 stories →
• Repo rate

  ▼ bearish −27%88 stories123 reports

  

  Economists expect RBI to raise repo rate by 25 bps to 5.5%

  4 sources · 2d

  • SBI economists expect a 25-bps hike, from 5.25% to 5.50%
  • The MPC is scheduled to meet from October 5-7
  • Higher rates may pressure rate-sensitive Indian sectors, including real estate and automobiles
  1. ▼RBI may raise repo rate by 100 bps through H1 2027: BofA Securities3 sources · 4d
  2. ▼Business Standard poll: RBI may hike repo rate by 25 bps in October meet1 source · 2d
  3. ▼RBI may face two hikes, one dilemma as repo rate is seen hitting 5.75% soon: Report2 sources · 4d
  4. ▲Nomura sees only 50 bps of RBI rate hikes by December, versus markets’ 125 bps5 sources · 6d
  All 88 stories →
• Strait of Hormuz

  ▼ bearish −29%58 stories94 reports

  

  Five Indians rescued after projectile strikes tanker in Strait of Hormuz

  4 sources · 15h

  • Five Indian nationals were rescued from Kuwait-flagged tanker MT Kazimah III
  • The Indian Embassy in Oman coordinated the rescue
  • Hormuz shipping risks matter to Indian oil importers and shipping companies
  1. ▲Hormuz LNG shipments reach post-war high in September, with reports differing on cargo count4 sources · 1d
  2. ▲Indian refiners hire tankers to collect crude inside the Persian Gulf5 sources · 3d
  3. ▼The Bond Rout Is Deepening Even as Oil Tankers Return to the Strait of Hormuz2 sources · 2d
  4. ▼US-Iran war news LIVE: Two oil tankers attacked in Strait of Hormuz by 'unidentified projectiles,' says UKMTO1 source · 16h
  All 58 stories →
• RoDTEPNew

  ▲ bullish +87%8 stories15 reports

  

  Government extends RoDTEP refunds to December 31, 2026; rates remain unchanged

  5 sources · 4d

  • RoDTEP scheme extended by three months, until December 31, 2026
  • Existing refund rates and caps will continue
  • The extension preserves refunds for Indian exporters while the government reviews the scheme
  1. ▲India extends RoDTEP export support till Dec 2026; raises insurance cover to 95% amid West Asia disruption1 source · 22h
  2. ▲CII welcomes RoDTEP extension, seeks five-year policy horizon for exporters1 source · 7h
  3. ▲Government extends RoDTEP export tax refund scheme by three months till December 311 source · 1d
  4. ▲Export schemes extended amid West Asia crisis1 source · 3d
  All 8 stories →
• Japan1.6× usual

  ● mixed −8%62 stories76 reports

  

  Japan’s two-year government bond yield nears 2% amid BOJ rate-hike bets

  2 sources · 6d

  • The yield neared 2%, its highest level since 1995
  • Persistent inflation, yen weakness and expectations of further BOJ hikes were cited
  • Higher Japanese yields may influence global bond flows, with implications for Indian government bonds and banks
  1. ●Tokyo core inflation rate jumps in September, bolsters case for more BOJ hikes3 sources · 2d
  2. ▼Japan stocks extend losses as higher yields and oil prices weigh on sentiment1 source · 4d
  3. ●Global Market: BOJ policymakers see scope for faster rate hikes as inflation pressure builds1 source · 2d
  4. ●Global Market: Japanese bond yields rise as investors weigh inflation, rate-hike risks1 source · 3d
  All 62 stories →
• Tata Sons

  ● mixed −13%27 stories77 reports

  

  Noel Tata hopes RBI will find common ground on restructuring to avoid Tata Sons listing

  17 sources · 5d

  • Noel Tata says the proposed restructuring complies with RBI rules
  • Tata Trusts trustees are questioning whether a board resolution approved the merger proposal
  • Tata Sons’ listing status could affect Tata Group companies, including TCS and Tata Steel
  1. ●S&P sees no immediate rating impact from Tata leadership changes or potential listing9 sources · 4d
  2. ▼Tata stocks fall after Trusts propose restructuring to prevent Tata Sons listing3 sources · 5d
  3. ▼Tata stocks fall after Trusts proposal clouds Tata Sons listing prospects3 sources · 5d
  4. ▼Rs 2.7 lakh crore gone! Tata Sons tussle wipes out 10% value of Tata group stocks1 source · 2d
  All 27 stories →

More tags

• Piyush GoyalNew

  Goyal pitches India as global trade hub, eyes 75-80% of world economy

  17 stories · ● mixed
• Nvidia1.9× usual

  Nvidia adds $150 billion to buyback authorisation, taking remaining capacity to $235 billion

  49 stories · ● mixed
• Bajaj AutoNew

  Bajaj Auto falls as September domestic two-wheeler sales disappoint

  BAJAJ-AUTO −10.4%

  17 stories · ▼ bearish
• Renewables

  Stricter DSM rules may cut renewable project IRRs by up to 100 bps: Crisil

  81 stories · ▲ bullish
• SamsungNew

  Samsung and affiliates commit $1 billion to KKR-backed Helix AI infrastructure

  20 stories · ● mixed
• IRDAI

  PB Fintech plunges about 43% in four sessions as IRDAI proposals weigh

  66 stories · ▼ bearish
• EuroNew

  Euro zone inflation surges more than expected, keeping pressure on ECB to hike rates

  23 stories · ● mixed
• Maharashtra1.8× usual

  Shyam Metalics signs deal to invest over $5 billion in Maharashtra

  32 stories · ● mixed
• Shipping and logistics

  Shipping Corporation of India expects FY27 profit to exceed ₹2,000 crore

  Transport & Logistics −4.6%

  88 stories · ● mixed
• Delhi-NCRNew

  Average home prices in Delhi-NCR rise maximum at 12 pc annually in Jul-Sep: Anarock

  11 stories · ● mixed
• Brazil3.7× usual

  Brazil industrial output drops 0.6% in August amid rate pressures

  27 stories · ● mixed
• Startups and VC

  India readies $25 billion for Deep Tech investment as U.S. and China race ahead

  124 stories · ● mixed
• Middle East

  Oil rebounds as Middle East supply and shipping risks persist

  130 stories · ▼ bearish
• EPFONew

  EPF wage ceiling rises to Rs 25,000, changing PF and pension eligibility

  18 stories · ● mixed
• Farm commodities

  Cabinet raises wheat MSP to ₹2,610; safflower gets largest hike at ₹675 per quintal

  59 stories · ● mixed
• Retail

  DMart Q2 standalone revenue rises 18.4% to ₹19,206 crore; store count reaches 518

  68 stories · ▲ bullish
• Credit growth

  Industry bank credit growth diverges: RBI data shows 18.2% in August; another report says 19.5%

  63 stories · ▲ bullish
• Metals and mining

  India targets 600 million tonnes of steel capacity by 2047 in new policy

  Metal −4.5%

  123 stories · ● mixed
• Aviation

  India’s domestic air traffic falls 7.5% in August, steepest decline among major markets

  Transport & Logistics −4.6%

  86 stories · ● mixed
• EVs and batteries1.5× usual

  Ola Electric approves rights issue of up to ₹1,000 crore

  EV & New Age Auto −4.3%≠

  91 stories · ▲ bullish
• Consumer demand1.5× usual

  84% of Indian households feel budget pressure as urban consumption slows: Worldpanel report

  53 stories · ● mixed
• Supreme Court

  Supreme Court flags hospital cancer-drug markups; hospital stocks lose $2.6 billion

  40 stories · ▼ bearish
• Trade deals

  Goyal heads to US for G20 trade meeting and India-US deal talks

  77 stories · ▲ bullish
• Real estate

  West Bengal finance minister calls for scrapping Urban Land Ceiling Act

  Realty −3.1%

  93 stories · ▲ bullish
• Crypto

  Parliamentary panel may recommend stricter monitoring of crypto transactions in India

  104 stories · ● mixed
• Reliance Industries2.6× usual

  Reliance’s ₹13,000 crore bond issue draws strong demand; SBI said to be largest investor

  RELIANCE −4.2%

  36 stories · ● mixed
• Roads and highways2.8× usual

  Nitin Gadkari: Rs 61,500 crore, 630-km highway to link Siliguri, Guwahati, Shillong

  26 stories · ● mixed
• Micron3.5× usual

  Micron beats on earnings and issues strong guidance as global memory shortage continues

  33 stories · ● mixed
• Nirmala SitharamanRising · 14 in 2d

  Sitharaman discusses BIT, FTA, UPI expansion with Qatar during Doha visit

  25 stories · ● mixed
• Sun PharmaNew

  US exempts select Indian specialty drugs and ingredients from its 100% pharma tariff

  SUNPHARMA −2.6%

  14 stories · ▲ bullish
• BSE

  BSE replaces Wipro in Nifty 50; index changes take effect

  BSE −4.3%

  65 stories · ● mixed
• Amazon

  Amazon Now reaches 120 cities, targets 300 by end-2026

  32 stories · ● mixed
• H-1B visas2.8× usual

  11:11 | H-1B fee blocked again; AutoWarCom puts AI, drones at Pentagon’s centre; monsoon ends 13% below normal

  20 stories · ▼ bearish
• Energy storage2.2× usual

  Cabinet clears ₹1.86 trn green energy corridor scheme with battery storage

  26 stories · ▲ bullish
• Coal

  Coal India’s Q2 power-sector supplies rise 11% year on year

  42 stories · ▲ bullish
• SpaceXNew

  SpaceX launches 130 payloads, including Google AI chips, toward orbital data centers

  23 stories · ● mixed
• Startup funding

  IPO-bound Kuku turns profitable as FY26 revenue jumps sixfold to Rs 1,484 crore

  96 stories · ● mixed
• Finance Ministry

  Finance Ministry projects 7.3% Q2 FY27 GDP growth, flags global risks

  25 stories · ● mixed
• NBFCs

  Share of new-to-credit customers rises to 50% in June 2026 from 24% in June 2016: TransUnion CIBIL-FIDC report

  NBFC −4.8%≠

  56 stories · ▲ bullish
• BoeingNew

  Boeing wins $20 billion US Navy fighter-jet contract; shares rise about 3%

  17 stories · ● mixed
• JefferiesNew

  Jefferies is bearish TCS, Wipro, 6 other IT stocks ahead of Q2 results. How many do you own?

  26 stories · ▲ bullish
• Data centres

  Data centre surge triggers CEA study on grid stability

  65 stories · ▲ bullish
• Hotels and travel

  Tamil Nadu Free Bus Travel: 84 Lakh Women To Benefit As Vijay Expands Scheme

  India Tourism −2.6%

  42 stories · ▲ bullish
• Hospitals2.3× usual

  Hospital stocks fall after Supreme Court questions steep patient markups

  42 stories · ● mixed
• Listing rules

  India sets September IPO record despite stock-market weakness

  85 stories · ● mixed
• Saudi Arabia

  Fire and smoke reported near Aramco facility in Riyadh amid Houthi tensions

  41 stories · ● mixed
• Income tax

  CBDT extends audit-report deadline to October 21 and ITR deadline to November 21

  50 stories · ● mixed
• Natural gas

  India imports 50% of gas needs, targets 10X CBG output: Hardeep Singh Puri

  54 stories · ▲ bullish