Policy● Neutral for Indian equities
Reflationist ex-BOJ policymaker calls end to low rates, big spending
- Pvt investment picking up, capital formation at 3-year high: DEA Secy
- PMEGP may get 5-year extension till 2030-31 with Rs 15,000 crore outlay; govt weighs easier norms
- Government procurement from MSEs hits ₹48,635 crore in H1 FY27, H2 seen stronger
- H1 digest: New capex proposals rise, but momentum plunges in September quarter
- Strong capex, high tax collections are keeping India's fiscal risks in check: Axis Capital
BOJ rate-hike outlook
Bank of Japan minutes and meeting summaries show policymakers discussed the need for further rate hikes and the possibility of moving faster. Japan’s two-year government bond yield neared 2%, its highest level since 1995, amid inflation, yen weakness and rate-hike bets.
Monday, 5 October
- Reflationist ex-BOJ policymaker calls end to low rates, big spending