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RBI

Organisation tag · tracked since 24 Sept · also reserve bank, reserve bank of india

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Today26 stories · 32 articles93 stories since 24 Sept

Net tone▼ −22% today−20% over the week

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Developing6 storylinesBiggest: RBI rate-hike expectations · 7 updates

RBI in three lines

Written 4h ago from its latest stories

India's forex reserves fell $14.89 billion to $766 billion in the week ended September 18
Nomura expects RBI to hike repo rates 50 bps, taking the terminal rate to 5.75% by December
RBI’s October 2026 holiday calendar lists 11 days when banks will be closed

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Bar colour is the day’s tone · tracking began on 24 Sept

2124 Sept

2925 Sept

1426 Sept

727 Sept

2228 Sept

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stories together this week · colour is their tone

Banks41 Rupee24 RBI rules19 Repo rate18 Global markets14 Banking liquidity13 US dollar12 Credit growth11 Forex reserves11 Crude oil10

Stories

93 in all · newest first

Policy● mixedFD interest rate rules to change from October 1: Key changes explainedFrom October 1, banks must disclose large-deposit rates in advanceBanks Banking liquidity RBI rules1 source
37m

Legal● mixed₹2,000+ UPI payment charges: SC refuses interim stay on 0.4% MDR, issues notice to govt, RBI, NPCI and othersUPI Fintech and payments RBI rules1 source
43m

Policy● mixedPrinciples of regulation must never be forgotten: Here are five deviations that India must fix right awayRBI rules IRDAI Listing rules1 source
45m

Policy● mixedRBI’s new bulk deposit rules to kick in from October 1: Key changes explainedBanks RBI rules1 source
58m

Policy● mixedRBI awaits Tata Sons’ formal response on Upper Layer NBFC complianceTata Sons NBFCs RBI rules1 source
2h

Data● mixedBoth rural and urban demand remained firm in August, says RBIConsumer demand FMCG and consumption1 source
2h

Data▲ bullishIndia forex reserves surge to a record high in September and to provide cover for 11.2 months of goods imports, says RBIForex reserves hit a record high in September, covering 11.2 months of goods importsForex reserves Rupee1 source
2h

● mixedIndian economy demonstrates resilience despite increased volatility amid re-escalating tensions in West Asia: RBIRBI said the Indian economy demonstrates resilience amid rising energy prices and increased volatilityMiddle East Geopolitics Economic growth1 source
2h

Data● mixedResult of the Overnight Variable Rate Reverse Repo (VRRR) auction held on September 28, 2026RBI accepted ₹1,11,711 crore in its 1-day VRRR auction, against ₹2,00,000 crore notifiedBanking liquidity Repo rate1 source
3h

Market move● mixedWhy the rupee can't bounce back in a hurry—and other macro risks investors should watch out forDBS economist Taimur Baig discussed the Fed and RBI rate outlookRupee US Fed Repo rate1 source
3h

Policy● mixedMorning Bid: A new neutral rate, much like a decades-old oneRepo rate Credit growth US Treasuries2 sources
3h

Market move▼ bearishIndian central bank likely shielding rupee as US-Iran impasses lifts oil prices, traders sayThe rupee declined 0.1% to 95.89 per dollarRupee Iran Crude oil1 source
4h

Policy● mixedET EXPLAINER: How RBI’s new valuation rules change the way banks view REITs, InvITsRBI amended the valuation framework for REITs and InvITsRBI rules Banks Office and REITs1 source
4h

Data▼ bearishIndia's forex reserves fall $14.89 billion to $766 billionForex reserves fell $14.89 billion to $766 billion in the week ended September 18Forex reserves Rupee Global markets1 source
4h

Broker call▼ bearishNomura expects RBI to raise rates by up to 50 bps by DecemberNomura sees a possible 50 bps increase by December, taking the terminal rate to 5.75%Repo rate Nomura Credit growth3 sources
3h

Market move▼ bearishRupee faces pressure as Iran talks stall; RBI intervention seen as a bufferThe rupee settled at 95.8125 to the dollar on FridayRupee Iran US dollar3 sources
44m

Policy● mixedBank holidays in October 2026: Check state-wise RBI holiday list of 11 daysRBI’s October 2026 holiday calendar lists 11 days when banks will be closedBanks1 source
5h

Broker call▼ bearishMarkets pricing an excessive 125bps rate hike over the next one year: NomuraNomura says markets are pricing an excessive 125 bps of rate hikes over the next yearRepo rate CPI inflation Consumer demand1 source
6h

Market move▼ bearishRupee's likely to slip despite RBI push for stabilityThe rupee could fall to 96-97 per dollar by FY27-endRupee US dollar Crude oil1 source
8h

Leadership▼ bearishEight PSU banks lack non-executive chairmen, raising governance concernsEight PSU banks lack non-executive chairmen, raising governance concernsPSU banks PSUs Banks1 source
8h

Policy● mixedTata Sons gets RBI queries on listing compliance road mapTata Sons Tata Group Listing rules1 source
13h

Policy● mixedHolding companies, NBFCs rejig assets, income to escape RBI scrutinyGroups are reshaping NBFC and holding-company balance sheets to avoid RBI registration and complianceNBFCs RBI rules1 source
13h

Data● mixedHigh credit-deposit ratio does not signal funding vulnerability: RBI reportRBI report says a high credit-deposit ratio alone does not signal funding vulnerabilityBanking liquidity Credit growth Banks1 source
17h

Data● mixedRBI net dollar purchases hit record $18.65 bn in July: Monthly bulletinRBI net dollar purchases reached a record $18.65 bn in July, driven by a concessional swap facilityUS dollar Banks1 source
20h

Data▲ bullishNRI deposit inflows surge nearly sevenfold to $36.2 billion in April-July FY27FCNR(B) deposit flows reached $34.53 billion in April-July FY27Banks Forex reserves2 sources
18h

Data▲ bullishPrivate sector capex projected to rise to ₹3.2 trn in FY27: RBI bulletinPrivate-sector capex is projected to rise to ₹3.2 trillion in FY27Infrastructure Government capex Economic growth1 source
1d

Policy● mixedBanks open on Sunday ahead of nationwide strike: Will you get your salary today?Banks were asked to disburse salaries in advance to avoid disruptions during a nationwide strikeBanks United Forum of Bank Unions Indian Banks’ Association1 source
1d

Policy▼ bearishETMarkets Smart Talk: RBI may hike 50-75 bps; Archit Shah on what’s next for bondsArchit Shah expects a 50-75 bps repo-rate hike, taking rates to 5.75-6%Repo rate Inflation Crude oil1 source
1d

Policy● mixedDaily Voice: RBI stance shift likely in October, rate hike in December, says Valtrust's Rahul BhutoriaRepo rate CPI inflation1 source
1d

Policy● mixedSimply Put: Central bank stancesRepo rate Inflation1 source
2d

Policy● mixedDeposit per se may not be a binding constraint for credit creation: RBI bulletinCredit growth Banks1 source
2d

Market move▼ bearishRupee gains from FCNR (B) boost reverse in September amid higher crude oil prices: RBI bulletinThe rupee depreciated as crude oil prices rose, reversing gains from FCNR(B) depositsRupee Crude oil Forex reserves1 source
2d

Market move▼ bearishRupee seen trading between ₹94.5 and ₹96 as dollar inflows offer limited supportThe rupee is expected to fluctuate between ₹94.5 and ₹96 against the US dollarRupee US dollar Global markets3 sources
2d

Market move▼ bearishETMarkets Smart Talk | Rate-cut cycle over, RBI may be at cusp of rate hikes; yields could inch higher: Puneet PalPuneet Pal expects the rate-cut cycle to end, with policy rates rising 50-75 basis points by FY27Repo rate Crude oil Inflation1 source
2d

Market move● mixedRBI Deputy Governor Poonam Gupta says Indian bonds have outperformed while equities lagIndia’s bond market has outperformed many other nations in recent years, Gupta saysG-secs Bond yields Nifty and Sensex2 sources
2d

Policy● mixedWill AI make banking riskier? Why RBI wants banks to keep human judgment in the loopBanks AI RBI rules1 source
2d

Market move▲ bullishRupee recovers as large public sector banks sell US dollarsRupee gained 15 paise to close at 95.81 per US dollar on FridayRupee PSU banks US dollar1 source
2d

Leadership● mixedRBI appoints Suman Ray as Executive DirectorRBI appointed Suman Ray as Executive DirectorBanks Dinesh Pant1 source
2d

Data● mixedReal economy drives financial, external sectors’: RBI on global risksGlobal markets Economic growth World Bank1 source
2d

● mixedFive-day staff, seven-day banking: Modernising India’s banksBanks Indian Banks’ Association1 source
2d

Policy● mixedRBI bulk deposit rule changes take effect from October 1, 2026New bulk deposit rules take effect from October 1, 2026RBI rules Banks2 sources
1d

● mixedIndian economy doing well amid global headwinds, says RBIEconomic growth GDP Global markets1 source
2d

● mixedCentral BanksBanks Private banks US Fed1 source
3d

Data● mixedRBI Bulletin: Credit-Deposit Ratio Exceeding 80% Does Not Indicate Funding VulnerabilityBank credit growth has outpaced aggregate deposits, pushing the credit-deposit ratio above 80% since FY23Credit growth Banks1 source
3d

Data● mixedEconomy resilient with downside risks from West Asia conflict: RBI bulletinMiddle East Geopolitics Global markets1 source
3d

Data● mixedRBI says resilient domestic economy cushions India against rising global risksThe RBI cited record forex reserves and a five-year high in net FDIEconomic growth Forex reserves FDI4 sources
2d

Data▲ bullishIndia’s private capex estimated at ₹3.2 lakh crore in 2026-27: RBIRBI estimates private capex at ₹3.2 lakh crore in 2026-27Economic growth Infrastructure Banks1 source
3d

Data● mixedBank deposit growth level in August hits highest in 15 years, leading to CD ratio moderation: RBI BulletinBanks Credit growth Banking liquidity1 source
3d

Data● mixedRupee gains on FCNR(B) deposits reverse amid crude price spike: RBI reportBanks mobilised $133 billion in FCNR(B) deposits after the RBI opened a concessional swap window in JuneRupee Banks Banking liquidity1 source
3d

Data● mixedRBI Bulletin – September 2026RBI released its September 2026 monthly Bulletin, containing seven speeches, three articles and current statisticsBanks Economic growth Repo rate1 source
3d

Policy● mixedRBI cuts exporters’ earnings repatriation deadline to nine monthsRBI reversed its earlier allowance for exporters to repatriate earnings within 15 monthsRBI rules Banks Trade and tariffs2 sources
3d

Policy● mixedRBI cuts time period for export realisation from October 1RBI rules Trade and tariffs1 source
3d

Policy● mixedRBI fixes H2 Ways and Means Advances limit for government at Rs 50,000 crRBI set the government's H2 2026-27 Ways and Means Advances limit at ₹50,000 croreRBI rules Banks1 source
3d

Data▼ bearishIndia’s forex reserves fall $14.88 billion to $765.90 billionReserves fell $14.881 billion to $765.901 billion in the week ended September 18Forex reserves Rupee Gold7 sources
2d

Data● mixedReserve Bank of India – Bulletin Weekly Statistical Supplement – ExtractRBI weekly statistical supplement reports liabilities and assets in ₹ croreBanks1 source
3d

Data● mixedMoney Supply for the fortnight ended on September 15, 2026RBI released money-supply data for the fortnight ended September 15, 2026Banking liquidity Banks1 source
3d

Market move● mixedRupee gains 15 paise to 96.81 against dollar, likely helped by RBI interventionThe headline says the rupee gained 15 paise to 95.81 against the dollarRupee US dollar Global markets1 source
3d

Market move● mixedExplained: What really drives the rupee? Decoding the forces behind currency movesRupee’s four-year decline reflects fundamentals, RBI intervention and market sentimentRupee Bank of Baroda Global markets1 source
3d

Market move● mixedRupee firms after RBI intervention as one-year forward yield reaches 3.50%Rupee ended at 95.81/$ after RBI intervention, easing oil prices and a softer dollarRupee Crude oil US dollar3 sources
3d

Market move● mixedMPC Poll | RBI seen raising rates by 25 bps, tracking Fed moveRepo rate US Fed Inflation1 source
3d

Policy● mixedIndia's banking journey with technology has been one of considerable success, says RBI Deuty GovernorBanks1 source
3d

Broker call▼ bearishNomura’s Subbaraman sees higher interest rates as the new normal, expects 2 more RBI hikes this yearNomura’s Robert Subbaraman expects RBI rate hikes in October and DecemberRepo rate Inflation CPI inflation1 source
3d

Policy● mixedBulk deposit interest rate rules to change from Oct 1Banks1 source
3d

Legal● mixedTata Sons battle: Abhishek Manu Singhvi vs Harish Salve. Who said whatAbhishek Manu Singhvi and Harish Salve held divergent views on Tata Sons’ regulatory path to becoming publicTata Sons Tata Group TCS1 source
3d

Data● mixedResult of the 3-day Variable Rate Reverse Repo (VRRR) auction held on September 25, 2026RBI accepted ₹90,280 crore in its 3-day VRRR auction against ₹1,50,000 crore notifiedBanking liquidity Repo rate Bond auctions1 source
3d

Policy● mixedResult of Underwriting Auction conducted on September 25, 2026RBI conducted an additional competitive underwriting auction for a government security on September 25, 2026Bond auctions1 source
3d

Market move● mixedRupee near 96 per dollar: What is driving the currency move todayRupee opened at 95.90 per US dollar, gaining 6 paiseRupee US dollar Global markets1 source
3d

Market move● mixedRBI likely intervenes to support rupee as it trades near 95.88 per dollarRupee rose to 95.88 per dollar, paring its decline from 95.97 in early dealsRupee US dollar Banks2 sources
3d

Market move● mixedRupee treads water; forward premiums extend rally on RBI swaps, stop-lossesRupee Banking liquidity Global markets1 source
3d

Policy● mixedReserve Bank likely to start a shallow rate hike cycleRepo rate Banks Credit growth1 source
3d

Policy● mixedBanks to deploy excess liquidity over next few months: RBI DGBanking liquidity Banks Credit growth1 source
3d

Policy● mixedAI governance must precede scale: RBI DGAI RBI rules OpenAI1 source
4d

Market move● mixedIndia’s external pressures persist despite forex swap inflows, says NageswaranChief Economic Adviser V Anantha Nageswaran said balance-of-payments pressures persist despite increased foreign capital inflowsV Anantha Nageswaran Rupee Forex reserves1 source
4d

Data▼ bearishCredit card spending falls 2.8% to ₹2.02 lakh crore in AugustAugust credit card spending fell 2.8% from July’s ₹2.08 lakh crore to ₹2.02 lakh croreCredit growth2 sources
4d

Leadership● mixedOptimo Capital appoints former RBI CGM as an independent directorOptimo Capital appointed former RBI Chief General Manager Shrimohan Yadav as an independent directorNBFCs Bengaluru Nitin Gadkari1 source
4d

▼ bearishIndia’s 7% growth run faces capital, investment and judicial hurdlesRBI MPC member Saugata Bhattacharya says India cannot rely on growth or interest-rate differentials to attract foreign capitalEconomic growth GDP Global markets1 source
4d

Policy● mixedRBI to conduct 3-day Variable Rate Reverse Repo (VRRR) auction under LAF on September 25, 2026RBI will conduct a three-day VRRR auction on September 25, 2026Banking liquidity Repo rate Bond auctions1 source
3d

Policy▲ bullishBanks may deploy FCNR(B) liquidity as festive-season credit demand risesBanks are expected to deploy additional FCNR(B) liquidity in the coming monthsBanking liquidity Festive season Credit growth2 sources
4d

Policy● mixedBanxico to Hold Rates Amid Mixed Inflation SignalsInflation Repo rate1 source
4d

● mixedSafety most important in managing forex reserves says RBI Deputy Governor Rohit JainRBI Deputy Governor Rohit Jain said safety is the highest priority for forex reservesForex reserves Rupee Dinesh Pant1 source
4d

Legal● mixedRBI imposes monetary penalty on KLM Axiva Finvest LimitedRBI imposed a monetary penalty of ₹2.70 lakh on KLM Axiva Finvest LimitedRBI rules Banks1 source
4d

Legal● mixedRBI imposes monetary penalty on Hero Fincorp LimitedRBI imposed a ₹10 lakh monetary penalty on Hero Fincorp by an order dated September 22, 2026RBI rules Banks Microfinance1 source
4d

Legal● mixedReserve Bank of India imposes monetary penalty on Ola Financial Services Private LimitedRBI imposed a ₹3.10 lakh monetary penalty on Ola Financial Services by an order dated September 24, 2026RBI rules Digital lending Banks1 source
4d

Data● mixedReserve Money for the fortnight ended on September 15, 2026RBI released Reserve Money data for the fortnight ended September 15, 2026Banks1 source
4d

Broker call● mixedRBI may raise rates by 75-100 bps if US yield and crude prices stay high: Motilal OswalRepo rate US Treasuries Crude oil1 source
4d

Policy● mixedBanks’ biggest risks may now sit inside their tech stack: RBI Deputy Governor Rohit JainRBI Deputy Governor Rohit Jain called technology banks’ “risk architecture”Banks RBI rules Digital lending1 source
4d

Market move▼ bearishRupee hits one-week low as oil rally fuels global rate-hike concernsThe rupee fell to a one-week low of 95.95 per dollarRupee Crude oil US dollar3 sources
4d

Policy● mixedCan you make payments without internet connectivity? RBI’s offline e-rupee initiative explainedRBI is exploring offline e-rupee payments using Bluetooth and NFCFintech and payments Rupee RBI rules1 source
4d

Policy● mixedBank holidays in October 2026: SBI, HDFC, and other lenders to remain shut for up to 11 days — Check RBI calendarBanks in India will close for multiple days in October 2026, with closures of up to 11 daysBanks1 source
4d

Funding and debt▼ bearishWhy Indian banks may need another $15 billion in next 20 monthsIndian banks may need another $15 billion in the next 20 monthsBanks Indian Banks’ Association Bond yields1 source
4d

Policy● mixedRBI said to conduct at least $10 billion forex swaps to drain cashRBI is said to plan at least $10 billion in forex swaps to drain cashBanking liquidity Banks Rupee1 source
4d

Policy● mixedRBI conducts $10 billion in dollar-rupee swaps to drain system liquidityRBI conducted $10 billion in currency swaps to reduce financial system liquidityBanking liquidity Rupee US dollar2 sources
4d

Leadership● mixedBagchi or Bharucha? RBI to take a call on HDFC Bank's new CEO in 7–10 daysHDFC Bank Private banks Banks1 source
4d