NSE close · Thu, 1 OctNifty 5022,421.95▼ 0.88%Nifty Bank54,450.75▼ 0.33%Midcap 10058,732.00▼ 1.01%Smallcap 25017,589.05▼ 1.18%India VIX14.46▲ 7.19%IT28,304.70▲ 2.17%Auto25,384.95▼ 3.46%Pharma26,311.55▼ 0.48%FMCG43,789.85▼ 1.61%Metal12,460.70▼ 2.35%Realty835.00▼ 1.46%Energy36,388.15▼ 0.68%PSU Bank7,937.80▼ 0.98%Financials24,556.10▼ 0.38%Media1,546.30▼ 2.33%Defence9,142.55▼ 1.45%Durables35,927.80▼ 1.91%Biggest movesMONEYVIEW▲ 58.5%MOLBIO▲ 15.6%THOMASCOTT▲ 12.3%AUGMONT▲ 10.0%HEROMOTORS▲ 10.0%VIVIANA▲ 10.0%LOKESHMACH▲ 9.5%ANAWIL▼ 11.0%
Banking: what is moving
▲ bullish +32%209 stories393 reportsBank −1.8%
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
- ▲Bank of India Q2 Update: Global Business Nears Rs 19 Lakh Crore, Advances Up 20%2 sources · 4h
- ●anup bagchi hdfc bank ceo rbi private bank ceos2 sources · 1d
- ▲PFRDA appoints Bank of Baroda as pension fund sponsor; bank becomes second PSU lender in business2 sources · 1d
- ▲Canara Bank Q2 Update: Advances grow faster than deposits, global business up 16%3 sources · 2d
with HDFC Bank, Kotak Mahindra Bank, Credit growth, Private banks, Anup Bagchi, Punjab National Bank, Canara Bank, PSU banks, SBI, Indian Bank, Bank of Baroda, Bank of India, ICICI Bank, UPI, Union Bank of India, Anup Saha, Axis Bank, IDFC First Bank, IBA, IndusInd Bank, RBL Bank, Yes Bank, Equitas Small Finance Bank, Fintech and payments, GST, United Forum of Bank Unions, Punjab & Sind Bank, Indian Banks’ AssociationAll 209 stories →▲ bullish +39%74 stories188 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
- ▲RBI allows one-time approval for eligible funds’ repeat bank stake acquisitions up to 10%4 sources · 2d
- ▼RBI completes ₹1 trillion net debt sale for first time in a decade6 sources · 5d
- ●RBI Committed To Remain Vigilant Of Emerging Vulnerabilities, Keep Financial System Resilient: Guv2 sources · 7h
- ▲RBI clears Anup Kumar Saha as Kotak Mahindra Bank CEO for three years from January 1, 202717 sources · 3d
with RBI rules, Banking liquidity, Repo rate, Sanjay Malhotra, PSUsAll 74 stories →▲ bullish +20%24 stories30 reportsNBFC −4.8%≠
Digital NBFC personal-loan books rise 28% to ₹1.54 lakh crore
4 sources · 3d
- Digital lenders accounted for 70% of personal-loan volumes
- Average ticket size rose 15% to ₹18,802 as outstanding loan accounts declined
- Rapid unsecured-credit growth and falling accounts matter for Indian NBFCs and banks’ asset quality
- ●Consumer loans, credit card dues enter slow lane2 sources · 2d
- ▲Share of new-to-credit customers rises to 50% in June 2026 from 24% in June 2016: TransUnion CIBIL-FIDC report1 source · 22h
- ▲Personal loan sanctions hit Rs 2.99 trillion in Q1FY27: FACE1 source · 1d
- ▲Personal loan growth rises to 16.9% in August: RBI1 source · 3d
with Digital lending, Unsecured loans, Microfinance, Housing financeAll 24 stories →● mixed ±0%2 stories3 reports
IPO tide lifts FY27 credit target of BlackSoil Capital to ₹2,400 crore
1 source · 22h
- BlackSoil Capital targets ₹2,400 crore in FY27 credit deployment
- It has deployed ₹1,600 crore so far, with IPO-linked funding demand rising
- ●Seeds Fincap raises over ₹100 crore in Series B funding2 sources · 2d
- ●Why IDFC FIRST Bank CEO V. Vaidyanathan says it’s the best time to start up in India1 source · 3d
- ●Rich turn to borrowing against private equity holdings as payouts slow1 source · 6d
with Startups and VCOpen Startup funding →● mixed +6%11 stories18 reports
Healthier balance sheets drive credit upgrades across sectors in H1FY27
1 source · 3d
- Credit ratios improved across rating agencies in H1FY27, supported by lower leverage and healthy liquidity
- Crude prices, inflation and US tariff uncertainty remained risks
- Stronger borrower balance sheets support Indian banks, though macro risks remain for lenders and companies
- ●RBI rate hike unlikely to trigger broad-based NBFC asset quality stress: Report2 sources · 8h
- ●Digital NBFC personal-loan books rise 28% to ₹1.54 lakh crore4 sources · 3d
- ▼NBFCs’ low NPA numbers may hide bigger loan losses, investors should track write-offs: Deepak Shenoy1 source · 4d
- ▲Capital SFB Q2 Update: Deposits rise 16%, advances up 23%; Gross NPA improves1 source · 2d
- Goldman Sachs1.9× usual
● mixed ±0%4 stories8 reports
Goldman board discusses John Waldron succeeding David Solomon as CEO
4 sources · 5d
- The plan would see David Solomon step down as soon as next year and become executive chair
- Goldman Sachs president John Waldron is discussed as Solomon’s successor
- Insolvency and defaults1.6× usual
▲ bullish +50%3 stories4 reports
Supreme Court reserves verdict on creditors’ power to withdraw approved resolution plans
2 sources · 3d
- Indian Bank says creditors should reconsider approved plans when circumstances change
- The resolution applicant argues withdrawal is barred under the IBC
- The ruling could affect Indian Bank and lenders’ flexibility in insolvency resolutions
- ▲NCLT admits insolvency plea by Kotak Mahindra Bank against Unity Realty1 source · 21h
- ▲ARCs seek govt help to speed up recovery1 source · 2d
▲ bullish +33%5 stories6 reports
Consumer loans, credit card dues enter slow lane
2 sources · 2d
- Consumer loans rose 2.4% YoY and credit card dues increased 3.6%
- Gold loans grew as unsecured consumer credit slowed
- Slower unsecured lending may temper growth for banks and NBFCs; gold lenders could benefit
- ●The new gold economy: untapped wealth fuels credit boom1 source · 3d
- ●Shimla man wins Rs 14.5 lakh after bank calls pledged gold ‘100% spurious’1 source · 1d
- ▲Dhanlaxmi Bank advances rise 22% in Q2, gold loans jump 53%1 source · 2d
- ▲Explained - Why JPMorgan choses these two NBFCs as its top picks1 source · 4d
● mixed ±0%5 stories10 reports
HSBC targets affluent Indian clients, intensifying competition with local banks
5 sources · 6d
- HSBC is stepping up its India push to drive growth among affluent clients
- The move puts it in more direct competition with ICICI Bank and Kotak Mahindra
- More competition for affluent customers puts ICICI Bank and Kotak Mahindra in focus
- ●HSBC hires Cantor's Paras Jain to lead global TMT banking, sources say2 sources · 1d
- ●2030 expansion blueprint: HSBC targets India’s growing rich pool in smaller cities1 source · 5d
- ●HSBC’s New Trading Floor Has Far Less Headroom Than Its Rivals1 source · 2d
- ●Indian PSUs to keep tapping dollar debt despite higher costs, says HSBC's Venkatesh1 source · 4d
▲ bullish +50%2 stories2 reportsARCIL −5.9%
ARCs seek govt help to speed up recovery
1 source · 2d
- Asset reconstruction companies called for government intervention to speed up debt recovery through DRTs
- They proposed changes including improvements to the recovery process
- Faster recoveries could benefit Indian asset reconstruction companies and lenders
- ●Asset Reconstruction Company (India) Limited1 source · 2d
- US dollar1.9× usual
▲ bullish +18%8 stories11 reports
RBI forex swaps open lower-cost dollar funding route for Indian firms
2 sources · 2d
- Banks are combining rupee loans, commercial paper or NCDs with dollar-rupee swaps
- The structures are intended to help corporate borrowers access dollar funding at lower cost
- Lower funding costs may benefit Indian companies borrowing in dollars and banks arranging the structures
- ●FCNR(B) impact: RBI's net short forward book swells to record $200 billion2 sources · 3d
- ●Shapoorji Pallonji Group eyes dollar-rupee debt route for fresh funding2 sources · 5d
- ●India's SP Group eyes dollar-rupee debt route for fresh funding, sources say1 source · 5d
- ●RBI net dollar purchases hit record $18.65 bn in July: Monthly bulletin1 source · 6d
● mixed ±0%11 stories12 reports10-yr G-Sec (price) −0.5%
Nabard subsidiary Nabkisan lists India’s first WASH social bond; raises ₹180 crore
1 source · 1d
- Nabkisan raised ₹180 crore through India’s first WASH social bond
- The issue was oversubscribed 1.8 times
- The issue may broaden funding options for Indian rural finance and water, sanitation and hygiene projects
- ▲India's commercial paper market surges to record high1 source · 5d
- ▼PSU banks face a bigger risk from bond yields than potential loan waivers1 source · 4d
- ▲RBI forex swaps open lower-cost dollar funding route for Indian firms2 sources · 2d
- ●91-Day, 182-Day and 364-Day T-Bill Auction Result: Cut-off1 source · 3d
with Corporate bondsAll 11 stories →▲ bullish +60%6 stories10 reportsInsurance −1.8%
Bank FD rules: What happens to your money if a bank fails? The ₹5 lakh insurance limit, explained
1 source · 4d
- DICGC insurance covers up to ₹5 lakh per depositor per bank
- The limit includes principal and interest
- The cap shapes depositor confidence and funding perceptions for Indian banks
- ▲RBI allows one-time approval for eligible funds’ repeat bank stake acquisitions up to 10%4 sources · 2d
- ▲RBI allows one-time approval for subsequent bank share acquisitions by funds2 sources · 2d
- ●Americans Rely on Deposit Insurance. Now Is the Time to Fortify It1 source · 3d
- ●How Mark Walter Turned a Ho-Hum Insurance Company Into a Risk-Taking Lender1 source · 5d
▲ bullish +75%2 stories4 reportsSOUTHBANK −4.9%
- CBINew
▼ bearish −29%2 stories7 reports
CBI Files Second Chargesheet In Reliance Home Finance Case; 11 Accused Named
2 sources · 2d
- CBI filed a second chargesheet in the Reliance Home Finance case, naming 11 accused
- The chargesheet was filed on Oct. 1, 2026, before a Mumbai special CBI court
- The case may weigh on sentiment toward Reliance Group-linked listed companies, including Reliance Infrastructure and Reliance Power
▼ bearish −64%6 stories11 reports
RBI completes ₹1 trillion net debt sale for first time in a decade
6 sources · 5d
- The RBI completed a ₹1 trillion net debt sale, its first in a decade
- India reduced supply of three- and five-year debt for the rest of the fiscal year
- Debt supply and liquidity shifts affect Indian banks and bond-market exposure
- ●91-Day, 182-Day and 364-Day T-Bill Auction Result: Cut-off1 source · 3d
- ▼Open Market Operation (OMO) – Sale of Government of India Securities held on Sep 28, 2026: Cut-Offs1 source · 5d
- ●Call to address technical glitches before full rollout of digital auction platform1 source · 4d
- ●Detailed Result: OMO Sale Auction held on Sep 28, 2026 and Settlement on Sep 29, 20261 source · 5d
● mixed ±0%2 stories2 reports
Once merger proposed by Tata Trusts takes place, TSPL will only have to inform RBI on shedding NBFC status: Expert
1 source · 4d
- After the proposed merger, TSPL would only need to inform RBI to shed its NBFC status
- Tata Trusts says the structure restores direct business revenues alongside TSPL’s holding role
- The proposed change concerns Tata Sons’ structure and could affect its exposure to listed Tata group companies
● mixed ±0%3 stories4 reports
- ●Fed finalizes bank 'stress test' overhaul2 sources · 3d
- ●Opinion | The Other Threat to Fed Independence1 source · 2d
● mixed ±0%3 stories5 reports
Finance ministry to review financial inclusion schemes with PSU bank chiefs on 6 October
1 source · 3d
- Finance Ministry will review financial inclusion schemes with PSU bank chiefs on 6 October
- SBI chairman and public-sector bank CEOs and MDs have been asked to attend in person
- The review puts PSU banks, including SBI, in focus on financial inclusion delivery
- JefferiesNew
● mixed ±0%2 stories2 reports
● mixed ±0%3 stories3 reportsInfrastructure −3.8%
● mixed ±0%2 stories2 reports
- ●Why a £10bn Monzo takeover could be good for the UK1 source · 5d
▼ bearish −100%2 stories2 reports
Open Market Operation (OMO) – Sale of Government of India Securities held on Sep 28, 2026: Cut-Offs
1 source · 5d
- RBI notified an aggregate ₹25,000 crore sale of government securities
- The securities sale can drain banking liquidity, exposing banks and bond-market investors
● mixed ±0%1 story1 report
● mixed +12%11 stories17 reportsAI Catalysts −2.4%
Opinion | AI Will Be a Boon for Savers
1 source · 22h
- AI agents could move idle money into higher-paying accounts
- That shift could strain banks’ liquidity
- If adopted in India, automated deposit switching could pressure banks’ deposit funding and liquidity
- ●US Market: AI credit surge tests lenders as future revenues remain uncertain1 source · 2d
- ●AI borrowers face tough sell in risky corners of US credit market4 sources · 3d
- ▲Axis Bank plans to double its ₹8,688 crore data-centre lending exposure3 sources · 2d
- ▼AI agents could drain cheap bank deposits, Apollo's Torsten Slok warns1 source · 5d
● mixed ±0%2 stories3 reports
Australian private-credit withdrawal restrictions heighten global ‘gating’ concerns
2 sources · 3d
- Investors in Australian private-credit funds are being blocked from cashing out
- The restrictions add to concerns about gating across the global private-credit industry
- Indian private banks and stockbrokers with private-credit exposure may face heightened investor scrutiny
- ●The Ellison credit complex gets a bit more complex1 source · 1d
- UBSNew
● mixed ±0%2 stories5 reports
UBS faces Swiss exit or higher capital costs as opposition to its plan grows
3 sources · 3d
- UBS faces a choice between leaving Switzerland and paying more capital under proposed rules
- The commentary argues UBS should make a positive case for staying Swiss
- Higher capital costs or relocation could affect UBS and global banking-sector sentiment
- ●UBS Shareholder Calls for Bank to Leave Switzerland1 source · 2d
- Maharashtra1.9× usual
▲ bullish +25%4 stories4 reports
Maharashtra Drought: What does the farm relief push mean for banking stocks
1 source · 5d
- Maharashtra accounts for 65% of Bank of Maharashtra’s ₹42,290 crore agri book
- Drought-related stress may weigh on Bank of Maharashtra’s asset quality
● mixed ±0%2 stories2 reports
Why big Indian banks are not biting into Apple Pay
1 source · 2d
▲ bullish +50%2 stories2 reports
- John WaldronNew
● mixed ±0%2 stories5 reports
He Was Rejected by Goldman Out of College. Now He’s Poised to Run the Bank.
1 source · 4d
- John Waldron is poised to run Goldman Sachs
● mixed ±0%2 stories2 reportsCENTRALBK −3.8%
● mixed +14%6 stories7 reports
Shapoorji Pallonji Group eyes dollar-rupee debt route for fresh funding
2 sources · 5d
- Porteast Investment faces a ₹3,500 crore ($365 million) debt payment
- SP Group has sought to extend the September 30 payment deadline
- ●RBI bulletin: 509 companies raised Rs 1 lakh crore via ECBs in FY26 to fuel capex1 source · 5d
- ●India's SP Group eyes dollar-rupee debt route for fresh funding, sources say1 source · 5d
- ▲Standard Chartered's Judy Hsu sees long-term wealth opportunity in India, says gift city has potential1 source · 5d
- ●US Market: AI credit surge tests lenders as future revenues remain uncertain1 source · 2d
▼ bearish −67%2 stories3 reports
▲ bullish +33%3 stories3 reportsRealty −3.1%
NCLT admits insolvency plea by Kotak Mahindra Bank against Unity Realty
1 source · 21h
- NCLT admitted Kotak Mahindra Bank’s insolvency petition against Unity Realty and Developers
- The petition was filed over a claimed default
- The admission advances Kotak Mahindra Bank’s recovery process on its Unity Realty exposure
- GIFT CityNew
▲ bullish +50%2 stories2 reports
2030 expansion blueprint: HSBC targets India’s growing rich pool in smaller cities
1 source · 5d
- HSBC is targeting India’s growing affluent population in smaller cities
- HSBC disbursed $10.9 billion from GIFT City under a foreign-exchange swap initiative
- HSBC’s wealth push adds competition for Indian banks serving affluent customers
● mixed ±0%2 stories2 reports
Financial Services Roundup: Market Talk
1 source · 5d
- The roundup covers retirement income, life insurers and UBS Group
▼ bearish −60%3 stories5 reports
ETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bonds
1 source · 6d
- Archit Shah expects a 50-75 bps repo-rate hike, taking rates to 5.75-6%
- Higher rates may affect bond portfolios at Indian insurers, including general insurers
- Mutual funds1.6× usual
▲ bullish +86%3 stories7 reportsCapital Markets −4.8%≠
RBI allows one-time approval for subsequent bank share acquisitions by funds
2 sources · 2d
- Mutual funds, insurers and pension funds can use one-time approval for subsequent acquisitions
- Simpler approvals may ease institutional investment in Indian banks
▼ bearish −33%9 stories18 reports
- ▼RBI completes ₹1 trillion net debt sale for first time in a decade6 sources · 5d
- ▲RBI forex swaps open lower-cost dollar funding route for Indian firms2 sources · 2d
- ●India RBI's FX forward book tipped to shrink after touching $200 billion2 sources · 3d
- ▼RBI’s forex blitz drains nearly $20 billion from surplus liquidity, bankers say2 sources · 4d
- Drought1.9× usual
▲ bullish +25%4 stories4 reports
- Nifty and Sensex2.2× usual
▼ bearish −86%5 stories7 reportsNifty 50 −2.8%
- ▼Bank Nifty Index Slips Below 55,000; Yes Bank, IDFC First, PNB, SBI Top Drags1 source · 6d
- ●Experts' views: Can new HDFC Bank CEO-MD Anup Bagchi's appointment change fortunes of Sensex, Nifty, Bank Nifty indices?1 source · 1d
- ▼Nifty PSU Bank tanks 2%, stocks dip up to 4%; Analysts flag rate hike woes1 source · 5d
- ▼Bank Nifty Crashes 1,800 Points In Two Sessions To Three-Month Low. Will The Fall Continue?2 sources · 4d
● mixed +14%5 stories7 reports
Equitas Small Finance Bank GST demand cut to ₹24 crore from ₹534 crore
1 source · 5d
- GST demand cut to ₹24 crore from ₹534 crore
- ESAF Small Finance Bank shares ended at ₹43.58, up 1.89%
- A lower tax demand is positive for Equitas Small Finance Bank
- ●City of London Fears Windfall Tax on Domestic Banks in UK Budget1 source · 1d
- ●RBL Bank Gets Rs 173 Crore GST Demand Notice For FY23 — Key Details Inside3 sources · 3d
- ▼ICICI Bank receives Rs 229 crore GST demand over minimum balance services1 source · 2d
- ▲YES Bank to receive ₹363 crore income-tax refund for AY 2017-181 source · 3d
● mixed ±0%2 stories2 reports
● mixed ±0%2 stories2 reportsTata Group −3.5%
● mixed ±0%2 stories3 reportsNUVAMA +0.4%
RBI rate hike unlikely to trigger broad-based NBFC asset quality stress: Report
2 sources · 8h
- Nuvama says a potential RBI rate hike may not significantly stress NBFC asset quality
- A limited asset-quality hit would support sentiment on Indian NBFCs
● mixed +13%7 stories8 reports
- ▲Bank employees worked on Sunday but Monday strike deferred; change in plan triggers meme fest online1 source · 6d
- ●Axis Bank plans 12,500 campus hires, redeploys staff amid AI push1 source · 6d
- ●HDFC Bank CEO salary per month: Check renumeration of FY 20261 source · 2d
- ●HSBC hires Cantor's Paras Jain to lead global TMT banking, sources say2 sources · 1d
● mixed ±0%2 stories2 reports
Healthier balance sheets drive credit upgrades across sectors in H1FY27
1 source · 3d
- Credit ratios improved across rating agencies in H1FY27, supported by lower leverage and healthy liquidity
- Crude prices, inflation and US tariff uncertainty remained risks
- Stronger borrower balance sheets support Indian banks, though macro risks remain for lenders and companies
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HDFC Bank CEO's to-do list in coming weeks: Growth, Casa, investor trust
2 stories · ● mixedNRI deposit inflows surge nearly sevenfold to $36.2 billion in April-July FY27
3 stories · ▲ bullishJefferies quarterly profit jumps on deal surge, equities trading strength
2 stories · ● mixedIndia's commercial paper market surges to record high
2 stories · ▲ bullish