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%
Policy: what is moving
● mixed ±0%4 stories11 reportsCapital Markets −0.9%
SEBI developing second surveillance system to flag bad actors at listed firms and small IPOs
3 sources · 9h
- The system will also scrutinise companies seeking to enter capital markets through small IPOs
- SEBI Whole-Time Member Kamlesh Varshney said the focus includes identifying “bad elements” among listed entities
- Tighter screening may affect small-IPO issuers and Indian listed companies
- ●SEBI to issue Closing Auction Session framework after receiving over 3,500 comments6 sources · 7h
- ●India needs trust-driven capital markets; SEBI reviewing derivative expiry settlement rules: Tuhin Kanta Pandey1 source · 7h
- ●FPI investments driven by net returns; Working to simplify access: SEBI chief Tuhin Kanta Pandey1 source · 8h
with Tuhin Kanta PandeyOpen SEBI →● mixed ±0%6 stories8 reports
India should tax capital income, not wealth or inheritance: Economist Daniel Waldenstrom
2 sources · 7h
- Daniel Waldenstrom says India should tax capital income, including corporate profits and dividends, to address inequality
- A capital-income tax focus could affect Indian companies and dividend investors
- ▼BMC entertainment tax proposal likely to marginally increase ticket prices by Rs 5-102 sources · 10h
- ▲‘Big relief’ for online gaming: Sanjit Bangar flags sharp GST demand cuts, no director penalties1 source · 4h
- ▲GST relief for gaming companies raises hopes across the sector1 source · 21h
- ●What should businesses expect from the 57th GST Council meeting1 source · 9h
with GSTAll 6 stories →- Cars and SUVs1.7× usual
● mixed ±0%4 stories4 reports
- ●States, cities sue US agencies over weaker vehicle fuel economy rules1 source · 21h
- ●New GRAP Rules in Delhi; restrictions in NCR October 2026: Is your car allowed? Check eligibility here from govt PDF1 source · 18m
- ●Buying new car? Your motor insurance dealer may earn up to 38% commission - what IRDAI's proposed fix means1 source · 13h
▲ bullish +100%2 stories2 reports
CII welcomes RoDTEP extension, seeks five-year policy horizon for exporters
1 source · 6h
- CII welcomes the extension of RoDTEP and seeks a five-year policy horizon for exporters
- The government targets $1 trillion in exports this fiscal year
- RoDTEP continuity matters to Indian exporters, including merchandise-exporting manufacturers
▲ bullish +33%2 stories3 reports
Piyush Goyal calls for WTO-compliant measures to address global trade distortions at G20 meet
2 sources · 1d
- Piyush Goyal called for WTO-compliant measures to address global trade distortions at a G20 meeting
- Housing1.9× usual
▲ bullish +43%3 stories7 reports
Govt preparing new affordable housing policy, expected to come in next six months, says Credai
3 sources · 1d
- A new affordable housing policy is expected within six months
- Credai urged the government to remove the ₹45 lakh per-unit price cap
- A revised affordability definition could affect Indian housing developers and home-finance companies
● mixed ±0%1 story1 report
Parliamentary panel may recommend govt for action on monitoring crypto
1 source · 1h
- A parliamentary panel may recommend how the government monitors cryptocurrency transactions and handles digital assets legally
- Possible monitoring rules could affect Indian crypto exchanges and digital-asset users
▼ bearish −17%4 stories6 reports
▲ bullish +33%7 stories12 reports
P K Mishra says sanctions, tariffs can be weaponised as policy tools
2 sources · 8h
- Mishra said export restrictions, sanctions and tariffs can become instruments of economic policy
- ●UP mulls measures to help leather exporters tackle tariffs, West Asia risks1 source · 10h
- ▲G20 discusses curbing excess capacity, dumping hurting fair trade: Goyal2 sources · 8h
- ●Piyush Goyal calls for WTO-compliant measures to address global trade distortions at G20 meet2 sources · 1d
- ●Goyal at G20: India opposes making MFN conditional on WTO obligations3 sources · 23h
● mixed ±0%1 story1 report
UPI MDR Charges: Start date, slabs and why is this Merchant Discount Rate being introduced now? All questions answered
1 source · 25m
- Payment fees could affect UPI economics for Indian banks and fintech companies
● mixed ±0%1 story1 report
● mixed ±0%2 stories2 reports
Delhi Changes Rules To Ease Private School Establishment On Commercial Land
1 source · 3h
- Delhi amended rules for private schools on commercial land, removing public-interest and “real need” requirements
▼ bearish −50%2 stories2 reports
Revised green card rules, H-1B visa fee hike, social media vetting forcing Indians to rethink about American dream?
1 source · 14h
- Tighter US immigration policies include a $100,000 H-1B fee and stricter visa scrutiny
- Tighter US visa rules raise staffing uncertainty for Indian IT services companies
● mixed ±0%1 story1 report
● mixed ±0%1 story1 report
Gadkari calls for global code of conduct for infrastructure sector
1 source · 2h
- Nitin Gadkari called for a global code of conduct for the infrastructure sector
- He advocated using alternative options
- A global infrastructure code could shape Indian construction and infrastructure companies if adopted
▼ bearish −100%1 story2 reportsSWIGGY −4.8%
Swiggy 'cost for two' misleading? What Delhi consumer court's ₹1 lakh order means for diners
2 sources · 22h
- A Delhi consumer court ordered Swiggy and a restaurant to pay ₹1 lakh compensation
- The order concerned unfair trade practices
- The ruling adds consumer-protection scrutiny for Swiggy and India’s food-delivery sector
- Shipping and logistics2.1× usual
● mixed ±0%3 stories3 reportsTransport & Logistics −2.9%
Bonded warehouses may face 24-hour discrepancy reporting, five-year digital records under proposed customs overhaul
1 source · 20h
- Proposed customs overhaul may require bonded warehouses to report shortages or discrepancies electronically within 24 hours
- Warehouses may also need to keep digital records for five years
- Tighter compliance could raise costs for Indian warehousing and logistics operators
▲ bullish +33%3 stories3 reports
PMEGP may get 5-year extension till 2030-31 with Rs 15,000 crore outlay; govt weighs easier norms
1 source · 20h
- 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
● mixed ±0%2 stories2 reports
Irdai plan to help check mis-selling, raise returns
1 source · 13h
- IRDAI proposed guidelines to reshape commission and expense structures for insurance distribution
- The plan aims to curb mis-selling and raise returns
- Changes to distribution costs and commissions may affect Indian insurers and insurance distributors
● mixed ±0%2 stories2 reports
A modest repo rate hike will be in order
1 source · 15h
- ●Govt should have made RBI's 2022 inflation failure report public: Janak Raj1 source · 22h
- ●MPC external members should be appointed full-time, says Chetan Ghate1 source · 22h
- ●Earning in dollars? New FEMA rules from October 1: How freelancers and YouTubers need to file EDF declaration with banks1 source · 21h
with RBIOpen Repo rate →● mixed ±0%1 story1 report
Gujarat UCC Bill Gets President's Nod: Marriage, Divorce, Inheritance And Live-In Rules — What Changes Now?
1 source · 13h
- President Droupadi Murmu approved Gujarat’s Uniform Civil Code Bill, 2026
- The bill establishes a common legal framework for marriage, divorce, inheritance and live-in relationships
● mixed ±0%2 stories2 reports
DOJ says it will not reopen criminal probe into former Fed Chair Powell
1 source · 19h
- The DOJ said it will not reopen a criminal probe into former Fed Chair Powell
● mixed ±0%1 story1 report
▲ bullish +100%1 story1 report
GOBARdhan eyes 10-fold increase in CBG output: Hardeep Singh Puri
1 source · 23h
- GOBARdhan aims for a 10-fold increase in CBG output
- The scheme provides capital assistance and guaranteed offtake for renewable fuel made from organic waste
- CBG expansion could benefit Indian biofuel players, including Godavari Biorefineries
- Piyush Goyal2.6× usual
▲ bullish +38%4 stories8 reports
- US midterms1.6× usual
● mixed ±0%3 stories3 reports
These companies look set to face high-profile hearings and other scrutiny if Democrats win the House
1 source · 5h
- Companies are being advised to prepare for increased scrutiny if Democrats win the House
- ●US midterm elections1 source · 18h
- ●$5,000 for every US citizen: Inside Trump’s expanding midterm cash proposal1 source · 1h
● mixed ±0%1 story1 report
Pay the Global South for climate damage, but only if it prices carbon, says economist Greenstone
1 source · 22h
- Greenstone says climate-damage payments to the Global South should depend on carbon pricing
- He says the exact parameters of agreements remain to be worked out
- Carbon-pricing conditions could shape costs for Indian exporters and emissions-intensive industries
● mixed ±0%2 stories4 reportsAI Catalysts −0.4%
Balance AI-driven judicial transformation with constitutional values: CJI
1 source · 21h
- CJI Surya Kant said AI can improve access and reduce judicial delays
- He said technology must preserve dignity, equality, liberty and fairness
● mixed ±0%1 story1 report
Mexico to propose bill to curb violent social media content after school attack
1 source · 1d
- Mexico plans a bill to curb violent social media content after a school attack left a vice principal dead
▲ bullish +50%2 stories6 reportsRealty −1.5%
West Bengal finance minister calls for scrapping Urban Land Ceiling Act
3 sources · 1d
- Swapan Dasgupta urged organised real-estate players to invest in West Bengal
- He cited land laws and tenancy issues as impediments to the state’s development
- Land-law changes could open development opportunities for Indian real-estate companies active in West Bengal
● mixed ±0%1 story5 reports
PepsiCo and Monster challenge FSSAI ban on ‘energy drink’ label
5 sources · 2d
- PepsiCo and Monster Beverage have initiated legal action against FSSAI over its labeling directive
- The companies cite business impact from the ban on the ‘energy drink’ label
- The labeling dispute may affect beverage companies, including Indian soft-drink bottlers
● mixed ±0%2 stories9 reports
SEBI to issue Closing Auction Session framework after receiving over 3,500 comments
6 sources · 7h
- SEBI will examine the responses before proceeding with the framework
- The regulator received more than 3,500 comments on the proposed mechanism
- The framework may change closing-price processes for Indian stock exchanges and listed companies
▲ bullish +50%2 stories2 reports
UP mulls measures to help leather exporters tackle tariffs, West Asia risks
1 source · 10h
- Uttar Pradesh is reviewing measures to help leather exporters tackle tariffs and West Asia risks
- The state accounts for 46 per cent of India’s leather exports
● mixed ±0%2 stories2 reports
Buying new car? Your motor insurance dealer may earn up to 38% commission - what IRDAI's proposed fix means
1 source · 13h
- IRDAI is scrutinising high commissions on mandatory motor insurance sold through dealers
- Dealer commissions can reach 38%; the regulator is proposing a fix
- Tighter commission rules could affect insurers and auto dealers, including Indian insurance distributors
- ●Irdai plan to help check mis-selling, raise returns1 source · 13h
▼ bearish −50%2 stories2 reportsIT +2.2%≠
▲ bullish +33%3 stories3 reportsInsurance +0.4%
India extends RoDTEP export support till Dec 2026; raises insurance cover to 95% amid West Asia disruption
1 source · 20h
- RoDTEP export support extended until December 31, 2026
- Insurance risk coverage raised to 95% for eligible shipments amid West Asia disruption
- Export support and higher shipment cover benefit Indian exporters and insurers
● mixed ±0%2 stories2 reports
MPC external members should be appointed full-time, says Chetan Ghate
1 source · 22h
- Chetan Ghate said external members of the MPC should be appointed full-time
- He said flexible inflation targeting has established a credible nominal anchor
- MPC appointment and coordination proposals matter to Indian rate expectations and interest-sensitive sectors
▲ bullish +50%2 stories2 reports
GST relief for gaming companies raises hopes across the sector
1 source · 21h
- Tax authorities took a softer approach in the first four final GST orders after the Supreme Court ruling
- Gaming companies may benefit from lower GST-related uncertainty
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