12% deficit: Rain report gives a dry reading
- Several pulse prices rose amid crop concerns and festive demand
- Maharashtra declared drought across the state
- Higher pulse prices may benefit Indian farm-commodity firms but raise costs for food companies
Archive › Wednesday, 30 September 2026
Today so far
57 market stories first seen on Wednesday, 30 September 2026 (IST).
Services output grows 13.5%, 17 of 19 sectors expand
- Services output grew 13.5%
- 17 of 19 sectors expanded
- Stronger services activity supports prospects for Indian IT and other service-sector companies
)
Insurers must compete on price, not distributor commission: Irdai chief
- IRDAI’s proposed insurance distribution reforms are not final
- Stakeholder feedback will be considered before draft regulations are issued
- Distribution reforms may affect Indian insurers and intermediaries’ sales economics
Goldman Sachs, BNP Paribas divest over 68 lakh BSE shares worth Rs 2,186 crore ahead of Nifty 50 inclusion
- Goldman Sachs and BNP Paribas sold 68.33 lakh BSE shares through NSE bulk deals
- The combined sale was worth approximately ₹2,186.44 crore
- Selling pressure may weigh on BSE shares despite the company's expected Nifty 50 inclusion
Data●
Data centre surge triggers CEA study on grid stability
- The Central Electricity Authority formed a committee to assess data centres’ effects on power systems and grid stability
- The study responds to concerns about data centre effects on the grid
- Grid-capacity planning matters to Indian data-centre operators and power infrastructure companies
Data▲
India a 'bright spot' amid uncertainty: Shaktikanta Das
- India's average annual real GDP growth was 7.9% from 2021-22 to 2025-26
- GDP growth in Q1 2026-27 stood at 7.8%
- Strong growth supports earnings prospects across Indian companies
Oil Prices Fall as Gulf Crude Exports Recover
- Oil prices fell as Gulf crude exports recovered
- Saudi Arabia’s East-West pipeline output is coming through faster than expected
- Lower crude prices can ease costs for Indian refiners and fuel-sensitive companies
OpenAI unveils cheaper GPT-6.1 Sol and autonomous Dots agents
- OpenAI unveiled the lower-cost GPT-6.1 Sol model at DevDay
- OpenAI showcased always-on AI agents called Dots, powered by GPT-6 Astra
- More capable, lower-cost AI raises competitive pressure on Indian AI firms such as Sarvam AI
Oil prices settle down 2.5% on signs Middle East exports recovering
- Oil prices settled down 2.5% as Middle East exports showed signs of recovering
- Cheaper crude can support margins for Indian oil marketing companies
Oil slides as Saudi Arabia boosts flows via key pipeline
- Oil prices slid as Saudi Arabia restored partial capacity on its East-West pipeline
- The restoration affected global oil supply
- Lower crude prices can improve margins for Indian oil marketing companies and ease fuel-cost pressure
●
New steel policy draft ready, to set 2047 road map: Secretary
- The government has prepared a draft to replace the National Steel Policy 2017
- The policy aims to set a road map to 2047 and address changes including AI and machine learning
- Steelmakers such as Tata Steel, JSW Steel and SAIL may be affected by the sector's long-term policy direction
▼
Team up against unilateral action: Shaktikanta Das to Global South
- Shaktikanta Das urged the Global South to counter unilateral action
- He called for trade and energy diversification amid US tariffs and West Asian conflict
- Crude import pressures expose Indian oil refiners and energy-intensive industries
)
Airtel an institution; next gen can decide on other biz, says Mittal
- Expansion beyond British Telecom in Europe depends on finding the right candidates
- Any European expansion could shape Bharti Airtel’s growth and capital-allocation outlook
Bhavya industrial parks application deadline extended
- Industrial-park development may benefit Indian construction and manufacturing companies
Railways to tighten component checks to fix warranty gaps
- RDSO directed zonal railways, wagon manufacturers and inspection agencies to enforce the marking scheme for critical freight components
- Tighter component checks may affect Indian railway suppliers and wagon manufacturers
Happy Hours! UK trade pact brings scotch prices down in India
- Scotch prices in India have decreased significantly following the India-UK free trade agreement
Jobs in line as IRDAI commission caps force insurance brokers to rethink models
- IRDAI commission caps are prompting insurance brokers, including Quickinsure, to change their business models
- The changes could affect jobs
- Commission caps may pressure Indian insurance-distribution businesses and employment
●
Life-cycle mutual funds vs DIY portfolio: Automate investing or manage it yourself for 30 years—what experts suggest
- Life-cycle funds automatically adjust asset allocation as a goal approaches
- DIY portfolios let investors decide how to divide their money
- The choice affects Indian mutual fund investors planning long-term portfolios
Air India's ₹10,000 crore fundraise plan draws cashflow concerns
- Air India is seeking ₹10,000 crore in fresh loans for operational needs
- Some lenders are hesitant to provide credit over cashflow concerns
- Lending exposure to Air India could matter for Indian banks, though the report names no lenders
●
Bigger picture: Media industry shifts focus to attention, data & tech
- Zee Entertainment CEO Punit Goenka spoke at Ficci Frames about the industry's focus on attention, data and technology
- Zee Entertainment is exposed as media companies compete for audience attention and data
ChrysCapital to take minority stake in Linux laboratories
- Linux Laboratories secured $70 million in equity funding from ChrysCapital and Tata Capital Healthcare Fund III
- The investment includes primary funding
- The deal may intensify competition for Indian pharma companies, including Laurus Labs and Divi’s Laboratories
Reliance goes ahead with ₹12,000 crore bond issue amid rising borrowing costs
- Reliance Industries is proceeding with a ₹12,000 crore bond issue at a 7.9% coupon
- Sagarmala Finance cancelled its bond sale amid rising borrowing costs
- The 7.9% coupon signals financing costs for Reliance Industries; its bond issue is under investor scrutiny
Data●
Deal●
U.S. Stocks Edge Lower as Consumer Confidence Sinks
- Stocks ended modestly lower after a monthly consumer-confidence survey weakened
- A Federal Reserve official cautioned against hasty rate hikes
Long-Term Treasury Yields Push Higher Despite Decline in Oil Prices
- Long-term US Treasury yields rose despite falling oil prices
- The two-year yield fell after a Fed official signalled patience
- Higher US yields can pressure foreign flows into Indian equities and weigh on rate-sensitive stocks
Euro Falls to 16-Month Low as Hawkish Fed Bets Boost Dollar
- The euro fell to its weakest level in 16 months as bets on further Fed rate increases boosted the dollar
Data●
The Fed's main inflation measure will be released Wednesday. Here's what to expect
- The Fed’s main inflation measure is due Wednesday
- Data is expected to show persistent price pressures alongside continued consumer spending
●
Prediction market traders think the U.S. added more jobs in September than economists estimate
- Prediction market traders expect September U.S. job growth to exceed economists’ estimates
- Stronger U.S. employment expectations may influence global rates and sentiment affecting Indian equities
Traders expecting a back-to-back rate hike from the Fed in October may have gotten ahead of themselves
- John Williams said there is “no need for urgency” after September’s Fed hike
- Traders expecting another Fed hike in October may have gotten ahead of themselves
- A slower Fed rate path could ease pressure on foreign flows into Indian equities
●
Ford CEO says it's 'too late' for Europe to fend off Chinese automakers, but not U.S.
- Ford CEO Jim Farley says it is “too late” for Europe to fend off Chinese automakers, but not the U.S.
- Competitive pressure on European automakers may shape global auto pricing, with indirect implications for Indian automakers
SBI seeks clarity on handling of bank accounts, deposits under FCRA bill
- SBI officials seek clarity on handling accounts when an organisation’s FCRA registration is suspended
- They highlighted risks for smaller organisations
- Unclear deposit rules could affect SBI’s compliance costs and handling of NGO accounts
●
Deal●
●
IPO●
●
An ode to stock picking
- Asks whether active share investment can make a comeback
●
Lazy Customers Are Great for Banks. Could AI Change that?
- AI agents could move cash to accounts offering higher interest rates
- That could threaten banks’ cheap deposits
●
●
●
UK Police Find Fuel But No Explosives at Fairford Scene
- Police found fuel but no explosives at the airbase incident scene
●
I’m in my 50s. My mother died from Alzheimer’s. Do I need long-term-care insurance?
- The insurer paid out almost $600,000 by the time her mother died
●
John Ternus' vision for Apple is coming into view, and we like what we see
- CNBC’s Investing Club says John Ternus’ vision for Apple is coming into view and it likes what it sees
●
Bigger home, but at what cost? How cheaper suburban rent quietly eats into your money, precious time and peace of mind
- Suburban homes offer more space for less, but commuting can erode savings and consume time
Data●
