SEBI examines non-agri contract position limits to improve liquidity
- The regulator is also working to reduce structural friction in commodity markets
- Higher commodity-market liquidity could benefit Indian exchanges and brokers
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%
Nayara raises petrol by ₹5, diesel by ₹3 per litre
- Prices rose by ₹5 per litre for petrol and ₹3 for diesel, effective Saturday, October 3
- Nayara operates 7,108 petrol pumps across India
- Fuel price increases may lift inflation pressure, affecting Indian consumers and rate-sensitive sectors
DMart Q2 standalone revenue rises 18.4% to ₹19,206 crore; store count reaches 518
- Standalone revenue from operations rose 18.4% to ₹19,206.18 crore
- Avenue Supermarts had 518 stores as of September 30, 2026
- Revenue growth is a key trading update for Avenue Supermarts and India’s organised retail sector
●Picking up
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RBI backs tokenisation and distributed ledgers but remains cautious on cryptocurrencies
- Governor Sanjay Malhotra said India supports innovation in distributed ledger technology and tokenisation
- The RBI remains wary of cryptocurrencies
- Crypto caution limits regulatory certainty for Indian crypto platforms; tokenisation support benefits fintechs
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Apple to flag AI requests for Mac data after complaints over Meta’s Muse
- Apps will need more explicit user action before receiving Full Disk Access
- AI agents that act without human supervision have been surging in popularity
RBI Governor Sanjay Malhotra flags rising financial risks, warns against complacency as West Asia conflict adds to inflation pressure
- RBI Governor Sanjay Malhotra warned against complacency over rising financial risks
- He said the West Asia conflict adds to inflation pressure
- Heightened financial risks warrant vigilance among Indian banks and other lenders
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India's crude imports hit 2026 high in September as Gulf supplies surge despite Hormuz risks
- Crude imports rose to a 2026 high of 5.26 million barrels per day in September
- Gulf supplies surged despite Strait of Hormuz risks
- Higher crude imports expose Indian refiners and fuel retailers to oil-price and currency swings
RBI Committed To Remain Vigilant Of Emerging Vulnerabilities, Keep Financial System Resilient: Guv
- RBI Governor Malhotra said the central bank will remain vigilant of emerging vulnerabilities and keep the financial system resilient
- He flagged systemic risks that are increasingly exogenous, cross-border and interconnected
- RBI’s focus on resilience matters to Indian banks and financial institutions
▲Picking up
Panagariya sees no major food or fertiliser crisis for India amid global disruptions
- India’s role as an agricultural exporter could lift demand for its exports
- Disruptions among major producers such as Ukraine could increase demand for Indian exports
- Potential export demand benefits Indian agricultural producers and exporters
Fuel, finance shocks already hitting global economy; India better placed but not insulated: Neelkanth Mishra
- Higher fuel costs and tighter financial conditions are weighing on global demand and raising capital costs
- Higher oil and financing costs may pressure Indian airlines, transport firms and rate-sensitive companies
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SEBI to issue Closing Auction Session framework after receiving over 3,500 comments
- 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
FPIs pull out over ₹35,000 cr in Indian stocks in Sept: Why SEBI’s easier access reforms alone may not help
- FPIs withdrew ₹35,860 crore from Indian equities in September
- They had invested ₹20,200 crore in July and ₹29,630 crore in August
- Foreign outflows can pressure Indian equities, particularly stocks reliant on overseas portfolio flows
SEBI developing second surveillance system to flag bad actors at listed firms and small IPOs
- 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
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▲Picking up
India weathered global shocks, retained policy space to respond: FM Nirmala Sitharaman
- Sitharaman said resilience came from fiscal prudence, infrastructure and banking reforms
- She cited 7.8% Q1 growth
- Growth and policy resilience shape outlooks for Indian banks, infrastructure firms and rate-sensitive sectors
RBI governor warns current financial resilience does not assure future stability
- Sanjay Malhotra flagged increasing exogenous systemic risks
- The warning underscores risk monitoring for Indian banks and other financial institutions
India likely to grow around 7% this year despite oil, rainfall concerns: Nilesh Shah
- India is likely to grow around 7% this year, with second-quarter momentum strong
- Higher oil prices could affect inflation, interest rates, the rupee and earnings
- Oil-driven inflation and currency pressure could weigh on Indian companies and rate-sensitive sectors
TCS, Infosys, Wipro shares ahead of Q2 results: Explained | What Accenture's strong earnings mean for Indian IT stocks
- Accenture’s fourth-quarter results reflect rising AI adoption, shifting from pilots to larger implementations
- Signs of stronger AI demand may support Indian IT services companies, including TCS, Infosys and Wipro
Trump rules out a US diesel export ban
- Trump said the US would not ban diesel exports
- European nations will expand fuel availability within the market
- Lower risk of export curbs supports fuel availability for Indian refiners and fuel buyers
RBI rate hike unlikely to trigger broad-based NBFC asset quality stress: Report
- Nuvama says a potential RBI rate hike may not significantly stress NBFC asset quality
- A limited asset-quality hit would support sentiment on Indian NBFCs
Bajaj Finance shares: Jefferies India's top stock pick — 35% upside seen despite negative YTD return | Target price
- Jefferies named Bajaj Finance its top stock pick and sees 35% upside
- The recommendation followed Bajaj Finance’s ₹17,500 crore fund raise
- The bullish call and large fund raise put Bajaj Finance shares and NBFC sentiment in focus
China opens anti-dumping probe into EU chemical imports ahead of trade talks
- China launched an anti-dumping probe into EU imports of p-nitrotoluene
- Beijing rejected claims that state support drives Chinese manufacturers’ competitiveness and threatened countermeasures against EU moves
- Trade diversion or tariff shifts could affect Indian specialty-chemical producers
BMC entertainment tax proposal likely to marginally increase ticket prices by Rs 5-10
- Mumbai movie tickets could rise by Rs 5-10 if BMC raises per-show tax from Rs 60 to Rs 400
- Exhibitors and producers say…
- Higher ticket prices may affect Mumbai cinema attendance and listed multiplex operators
CII welcomes RoDTEP extension, seeks five-year policy horizon for exporters
- 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
Dalal Street Week Ahead: Oversold Nifty may rebound as volatility stays high
- The Nifty modestly breached its 200-week moving average as its technical structure weakened
- The outlook points to a possible rebound in oversold Nifty, with volatility remaining high
- Volatility and a possible rebound matter for Indian equity investors, especially index-linked funds and traders
Policybazaar, Paisabazaar share: PB Fintech stock down 48% in 6 days, more pain ahead - Here’s why | Revised target
- PB Fintech shares fell 48% over six sessions amid proposed insurance commission changes
- Brokerages revised estimates, raising concerns about the company’s outlook
- Lower commissions may pressure PB Fintech’s revenue and weigh on its shares
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5 Indians rescued after Kuwait-flagged tanker hit by projectile in Hormuz
- Five Indian nationals were rescued from tanker MT Kazimah III after it was struck by a projectile
- The Indian Embassy in Oman coordinated the rescue
- Hormuz shipping risks matter to Indian oil importers and shipping companies
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Diesel boom lifts Reliance and Nayara, leaves state-run OMCs bleeding
- Private refiners Reliance and Nayara are cashing in on diesel export margins
- State-run OMCs absorb losses as controlled pump prices meet rising domestic demand
- Refining margins support Reliance Industries, while controlled pump prices pressure listed oil-marketing companies
Bajaj Housing Finance Q2 busines update: AUM rises 25% to ₹1.58 lakh crore; check here for all detail
- Bajaj Housing Finance AUM rose 25% to ₹1.58 lakh crore in Q2FY27
- Gross disbursements increased 25.2% to ₹19,930 crore
- AUM and disbursement growth offer a demand signal for Bajaj Housing Finance and housing lenders
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G20 discusses curbing excess capacity, dumping hurting fair trade: Goyal
- G20 trade ministers discussed curbing excess capacity and dumping that hurt fair trade
- Anti-dumping discussions matter to Indian manufacturers competing with subsidised imports
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Investing in resilience is economically rational, says Principal Secretary PK Mishra
- PK Mishra said investing in resilience is economically rational amid uncertainty
- He made the remarks at the 5th Kautilya Economic Conclave
Deal●
India may finalise MRFA deal by current financial year: IAF chief
- IAF chief A.P. Singh says the MRFA deal could be finalised this financial year
- Russia’s Su-57 is among options if the AMCA programme faces delays
- The fighter procurement outlook matters to Indian defence companies competing for contracts
‘Next financial crisis may not start in a bank’: Sanjay Malhotra flags new systemic risks amid global shocks
- Sanjay Malhotra warned the next financial crisis may not originate in the banking system
- He flagged geopolitical events, cyberattacks and technological failures as sources of systemic risk
- The warning puts Indian banks and financial firms on alert for risks beyond traditional banking
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Forex reserves post record $18.34 billion weekly fall as RBI supports rupee
- Reserves fell $18.34 billion to $747.56 billion, the biggest weekly decline on record
- Moneycontrol reports reserves at $757.46 billion; other reports give $747.56 billion
- Rupee pressure and reserve drawdown matter for banks, importers and oil companies
Swiggy 'cost for two' misleading? What Delhi consumer court's ₹1 lakh order means for diners
- 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
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P K Mishra says sanctions, tariffs can be weaponised as policy tools
- Mishra said export restrictions, sanctions and tariffs can become instruments of economic policy
RBI grants Core Investment Company registration to Indiabulls
- RBI granted Indiabulls a Certificate of Registration as a Core Investment Company
- The approval lets Indiabulls operate as a Core Investment Company under RBI guidelines
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Sobha Q2 business update: Bengaluru developer's total sales value rises 16% YoY to ₹2,206 crore
- Q2 FY27 sales value rose 16% YoY to ₹2,206 crore, but fell 40% sequentially
- Sales area increased 2.2% YoY and declined 39.3% QoQ
- Sobha’s sales growth supports sentiment for Indian residential real estate
Greed and Fear Report: Chris Wood-led Jefferies sees IT earnings soaring 65% on AI boom but flags this as a key risk
- Jefferies sees IT earnings soaring 65% on an AI boom, while flagging rising bond yields as a risk
- AI-led growth could lift Indian IT earnings, while higher bond yields pose a valuation risk
Over 3,500 responses on CAS: Sebi to quickly move ahead with proposals
- SEBI received over 3,500 responses on the Closing Auction Session proposals
- Chairman Tuhin Kanta Pandey said SEBI will quickly move ahead with proposals
- CAS changes could affect Indian stock exchanges and brokers’ trading processes
SBI-led lenders say Vijay Mallya owes Rs 8,752 crore more
- SBI-led lenders say Vijay Mallya owes ₹8,752 crore more
- Debt recovery may affect SBI and other lenders’ recoveries
Petrol, Diesel Prices On October 3: Check New Fuel Rates In Mumbai, Bengaluru, Chennai, Kolkata And More
- Global crude crossed $100 amid Middle East tensions
- State-run oil companies kept fuel prices unchanged on October 3
- Crude above $100 pressures margins for Indian oil-marketing companies if pump prices stay unchanged