OrganisationRBI▲ +54% net tone today
25 stories today · 234 since 24 Sept- From October 1, RBI’s new FEMA rule changes reporting for service exporters receiving overseas payments
- RBI’s forex reserves fell a record $18.34 billion in a week to $747.56 billion
- RBI appointed Sudhakar Malli as Executive Director from October 1, 2026
Stories per day727 Sept
3628 Sept
3329 Sept
3930 Sept
301 Oct
242 Oct
13 Oct
- Record FCNR inflows reached $143.5 billion
- SBI Research says the liquidity impact may be far smaller than headline inflows suggest
- Smaller-than-expected liquidity gains may limit support for Indian banks

- The Fed is entering a tightening cycle as the rupee remains under pressure
- Inflation shows signs of persistence, complicating India’s monetary policy trade-off
- Rupee and inflation pressures shape RBI policy; banks and rate-sensitive Indian stocks are exposed
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- Indian banks faced $500 million in FX losses after RBI position curbs
- Banks recovered around $400 million after market spreads widened and positions were normalised
- FX losses expose Indian banks to costs from RBI restrictions on currency positions
That’s everything for today