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G7 to release 100 million barrels of oil reserves through IEA

• The co-ordinated release includes frontloaded diesel supplies to stabilise global energy markets
• Lower crude and diesel prices could ease costs for Indian refiners and fuel retailers

G7 agrees to release 100 million barrels of oil and diesel from emergency reserves

• G7 countries agreed to release 100 million barrels of diesel and crude oil
• The release will come from emergency reserves
• More oil supply could ease fuel costs for Indian refiners and oil marketing companies

Irdai plan to help check mis-selling, raise returns

• 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

Revised green card rules, H-1B visa fee hike, social media vetting forcing Indians to rethink about American dream?

• 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

India extends RoDTEP export support till Dec 2026; raises insurance cover to 95% amid West Asia disruption

• 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

A tricky rate hike to consider, but change in RBI’s policy stance unlikely

Buying new car? Your motor insurance dealer may earn up to 38% commission - what IRDAI's proposed fix means

• 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

GSTAT opens online route to club identical GST disputes

• Taxpayers with multiple GSTINs linked to one PAN can select appeals on identical legal questions pending before different benches
• Simpler GST appeals may reduce compliance burdens for Indian businesses

PMEGP may get 5-year extension till 2030-31 with Rs 15,000 crore outlay; govt weighs easier norms

• 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

GST relief for gaming companies raises hopes across the sector

• 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

West Bengal finance minister calls for scrapping Urban Land Ceiling Act

• 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

Bets on an October Fed rate hike fall as US job market cools

• The US added 29,000 jobs last month, below economists’ forecast of 90,000
• The unemployment rate rose to 4.2%

RBI Rate Hike Ahead? SBI Research Flags Inflation, Rupee Risks For October MPC

• SBI Research expects the RBI to begin raising rates in October
• It cites inflation, rupee weakness, global risks and tighter liquidity
• Higher-rate expectations may weigh on Indian borrowers and rate-sensitive stocks

Centre fortifies India’s AI mission with Sovereign Compute Pool amid rising GPU costs

PFRDA appoints Bank of Baroda as pension fund sponsor; bank becomes second PSU lender in business

• PFRDA appointed Bank of Baroda as a pension fund sponsor
• The appointment marks the bank’s entry into the pension fund business
• Pension-fund entry expands Bank of Baroda’s business scope

Bonded warehouses may face 24-hour discrepancy reporting, five-year digital records under proposed customs overhaul

• 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

SBI economists expect RBI to raise repo rate 25 bps to 5.50%

• The MPC meets October 5-7 to decide on interest rates
• Economists cite rising inflation and global concerns behind the expected hike
• A rate hike would lift borrowing costs for Indian banks, autos and other rate-sensitive sectors

Earning in dollars? New FEMA rules from October 1: How freelancers and YouTubers need to file EDF declaration with banks

• From 1 October, a new RBI rule changes reporting for service exporters receiving overseas payments

Inflation target should align with advanced economy average of 2%: Patra

• Patra says India’s inflation target should align with the advanced-economy average of 2%
• He says anti-inflationary monetary policy makes the biggest contribution to growth
• A 2% target could affect RBI rate policy and Indian banks, lenders and rate-sensitive stocks

10 years of inflation targeting: How elephant was driven away to the jungle

• India’s inflation-targeting framework has anchored price expectations
• Economists see scope to refine the framework’s mandate
• Inflation-targeting changes could affect rate expectations for Indian banks and rate-sensitive stocks

Govt should have made RBI's 2022 inflation failure report public: Janak Raj

• Janak Raj said the government should have made public the RBI’s 2022 inflation failure report
• He said India is still early in reaping the benefits of flexible inflation targeting
• Inflation-targeting credibility matters for Indian banks and rate-sensitive stocks

MPC external members should be appointed full-time, says Chetan Ghate

• 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

Invested in gold, silver, debt or equity ETFs? Check how capital gains tax maths differs across these mutual funds

• Gold, silver, equity and debt ETFs have different capital-gains tax treatment
• Holding period, ETF type and gain size can affect tax due
• Tax treatment affects after-tax returns for Indian ETF investors

India auctions two maiden mineral blocks in J&K for estimated limestone

• India auctioned two maiden mineral blocks in Jammu & Kashmir for estimated limestone
• The Mines Ministry called the auction an important step towards unlocking Jammu & Kashmir’s mineral potential
• New limestone supply may benefit Indian cement producers and mining companies

Mines ministry auctions 2 J&K limestone blocks to spur mineral development

• The Koot-Kapran and Wantrag blocks in Anantnag have estimated limestone resources of 4.75 million tonnes and 10.853 million tonnes, respectively

GOBARdhan eyes 10-fold increase in CBG output: Hardeep Singh Puri

• 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

Govt preparing new affordable housing policy, expected to come in next six months, says Credai

• 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

Tamil Nadu Free Bus Travel: 84 Lakh Women To Benefit As Vijay Expands Scheme

• Tamil Nadu expands free bus travel to 84 lakh women across additional bus services and routes
• Free travel could affect Tamil Nadu transport operators and commercial-vehicle demand

ASCI issues AI labelling guidelines for ads, rules to take effect in three months

• ASCI guidelines require disclosure of synthetic content when concealing its AI origin could materially affect audience perception
• AI-generated advertising disclosures affect Indian advertisers, agencies and digital platforms

Fed officials give hints on rate decision as markets cut October rate hike odds

• Philip Jefferson and John Williams stressed patience and data dependence
• Markets sharply cut October rate hike odds
• Fed rate expectations can affect foreign flows into Indian equities

Irdai commission cap plan sparks concern among insurance brokers

• Brokers say lower commissions may not make premiums cheaper
• Brokers warn of squeezed servicing economics, consolidation and weaker service
• Commission changes may pressure insurance distributors and affect servicing across India's insurance sector

China fuel export suspension to choke supplies in Asia

• China's oil-product export restrictions have affected importers in Southeast Asia and Australia
• Singapore has seen a significant drop in supplies
• Tighter regional fuel supply could lift costs for Indian oil refiners and fuel consumers

GST Council likely to consider allowing investigating agencies, police to use NATGRID to access GST data

• GST Council may consider allowing NATGRID agencies and police to access GST data

SEBI may keep independent director workshops voluntary

• SEBI may keep independent director workshops voluntary; the first programme is likely after Diwali
• BCAS, NISM and exchanges are working on the framework
• Affects listed companies’ board-governance requirements and compliance costs

Fed may skip October but pull rate hike trigger in December

President Murmu gives assent to Gujarat’s Uniform Civil Code

• The law sets common rules for marriage, divorce, succession and live-in relationships
• Scheduled Tribes and protected customary groups are excluded

Trump plays with a critical lifeline that keeps global economy going

• A potential US diesel export ban could remove about 1.2 million barrels a day from global supply
• Tighter fuel markets could raise costs for Indian refiners and transport companies

​​​​​​​India’s semiconductor strategy needs to move beyond chip packaging, says Rajeev Chandrasekhar

Commerce Minister Goyal defends India against U.S. forced labour and excess capacity investigations

• Goyal defended India against U.S. forced-labour and excess-capacity investigations
• The U.S. has already imposed a 10% forced-labour tariff on imports from India
• The tariff and investigations expose Indian exporters to higher trade costs and uncertainty

Govt absorbing up to Rs 2,700 per urea bag as global costs rise to Rs 3,000: Nirmala Sitharaman

• The Centre absorbs up to Rs 2,700 per urea bag as global costs rise to Rs 3,000
• Finance Minister Nirmala Sitharaman said the subsidy supports farmers
• Higher subsidy costs affect government finances and Indian fertiliser companies

Pharma, textiles, EVs seek GST fix for duty inversions

MPC internal members must think independently of RBI: Ashima Goyal

• Ashima Goyal says MPC members should think independently of the RBI
• The inflation-targeting band gives the MPC flexibility to look through temporary food inflation
• MPC independence and its approach to food inflation matter to rate-sensitive Indian stocks and banks

GST collections may look stronger than they are: What rate re-labelling is hiding

• GST rate changes since September 2025 simplified the tax structure
• Revenue reclassification may be masking weaker underlying revenue

EXCLUSIVE: OPEC+ delays oil capacity review after Iran war disrupts expansion plans, sources say

West Bengal finance minister says Urban Land Act has to go

• Swapan Dasgupta called for repealing the Urban Land Ceiling Act to support development in West Bengal
• Developers said the law creates challenges in acquiring large parcels of land
• Repeal could ease land assembly for West Bengal property developers

Government extends RoDTEP export tax refund scheme by three months till December 31

• Government extended the RoDTEP scheme until December 31, 2026, to support exporters amid challenges
• Export-oriented Indian manufacturers retain tax refunds, supporting exporters’ margins

RBI consolidates existing guidelines on credit facilities for SC/ST borrowers

• RBI issued a Master Circular consolidating existing guidelines on bank credit facilities for SC/ST borrowers
• The guidelines cover lending and loan processing
• Banks must follow consolidated credit guidance for SC/ST borrowers

Standard Chartered joins major banks in betting on December ECB rate hike