Global Markets & Equities
The Reserve Bank of India has withdrawn a planned easing of export earnings repatriation rules before it could take effect, cutting the deadline for exporters to bring home foreign exchange from 15 months to 9 months. The move is expected to speed up dollar inflows, bolster domestic forex liquidity and offer support to the rupee at a time when the central bank has been actively intervening in currency markets.
National Governance & Policy
Actis has merged 11 Indian road assets from its Long Life Infrastructure Fund 1 and 2 into the NXT-Infra Trust, a move that underscores the growing institutional appetite for operating toll roads in India. Following the fundraising, Actis' stake in the trust has fallen to 71% from 86%, with domestic investors taking the balance, as the firm positions the vehicle for future acquisitions.
Macro Economy & Fiscal Policy
The Centre has lowered its gross market borrowing for FY27 to Rs 15.99 lakh crore, while keeping net borrowing at budgeted levels and leaning more heavily on longer-dated securities to manage debt costs and rollover risk. The finance ministry's second-half borrowing calendar also includes Rs 15,000 crore of sovereign green bonds, underscoring the government's effort to preserve fiscal credibility even as bond yields climb.
A senior US State Department official said the long-awaited India-US trade agreement is more than 90% complete and could be finalized soon, calling it a breakthrough that would "unleash another level" of bilateral relations. The official also pointed to a packed diplomatic calendar, including Secretary of State Marco Rubio's planned India visit, a possible Modi trip to the US for the G20 summit in Florida, and renewed momentum on the Quad and the India-Middle East-Europe Economic Corridor.
Startups & Venture Capital
India is preparing to consult industry on whether it needs a dedicated trade secrets law, as officials weigh concerns from startups over compliance burdens and from established firms over contract enforcement. The discussion also centers on how any new framework would protect confidential business information without weakening whistleblower safeguards.
India and Australia are working to broaden their 2022 trade agreement into a more comprehensive economic cooperation pact, while also negotiating a bilateral investment treaty, Commerce and Industry Minister Piyush Goyal said on Friday. Speaking virtually at ICAI's first Oceania International Conference 2026 in Australia, Goyal said the two countries are also looking to expand cooperation in education, critical minerals and tax coordination.
India is preparing to keep taxation outside the scope of its bilateral investment treaty framework, underscoring New Delhi's determination to preserve sovereign control over tax policy even as it seeks to attract foreign capital. A finance ministry note has been circulated for Cabinet consideration while treaty negotiations with four to five countries are under way, an official said.
National Governance & Policy
India's power secretary Pankaj Agarwal met EDF chairman and CEO Bernard Fontana to discuss the possible deployment of the French utility's EPR nuclear reactor technology in India, the power ministry said on Friday. The talks also covered the evolving regulatory framework for the nuclear sector and potential cooperation on pumped hydro storage projects, underscoring a broader push to deepen Indo-French energy ties.
Startups & Venture Capital
Union Finance Minister Nirmala Sitharaman said India is capable of achieving economic growth of more than 10 per cent, arguing that faster adoption of technology and innovation could lift productivity across agriculture, startups and industry. Speaking in Bengaluru, she said the country must overcome cynicism and accelerate its march toward Atmanirbhar Bharat and Viksit Bharat.
Corporate, M&A & Industry
India's markets are set to watch closely after a settlement order was issued in the matter of Adani Group companies, marking a significant development in a case that has drawn intense investor scrutiny. The order suggests a formal resolution process is now underway, though the broader implications for governance, market confidence and regulatory precedent will depend on the details of the settlement terms.
Society, Crime & Public Affairs
India's enforcement authorities have issued a general remittance advice against Heena Khatoon, proprietor of Heena Enterprises, naming her as a defaulter in a recovery proceeding linked to trading activity in the scrip of Continental Seeds and Chemicals Limited. The action falls under Recovery Certificate No. 8876 of 2025 and underscores the continuing regulatory fallout from the investigation into certain entities' market dealings.
National Governance & Policy
Sanjay Shah has filed Appeal No. 7063 of 2026, according to the source material, marking a new legal development with potential implications for India's economy and markets. The filing adds another layer to a case that will be closely watched for its possible impact on regulatory scrutiny, investor sentiment and cross-border financial accountability.
Legal, Courts & Regulatory
An appeal identified as No. 7066 of 2026 filed by Saksham Puri has surfaced in the public record, but the source material provides no details on the underlying dispute, forum, or relief sought. In the absence of substantive filings or accompanying facts, the development currently reads more as a procedural marker than a market-moving event.
For investors and legal observers, the lack of context underscores a familiar challenge in India's fast-moving economy and markets landscape: a case number alone can trigger attention, but without the petition, order, or hearing details, its significance remains impossible to assess.
National Governance & Policy
An appeal identified as No. 7064 of 2026 filed by Amit Gangrade has surfaced as a new legal development in India's economy and markets space, though the source material provides no further details on the nature of the dispute, the forum, or the relief sought. The filing itself underscores how even sparse court records can draw attention in a market environment where legal challenges increasingly intersect with business, regulatory, and investor concerns.
National Governance & Policy
A settlement order in the matter of True North Fund has drawn attention in India's economy and markets landscape, underscoring the continuing emphasis on regulatory compliance and market discipline. While the source material provides limited factual detail, the order itself points to a formal resolution process that typically reflects scrutiny over conduct, disclosure, or procedural obligations in the securities ecosystem.
National Governance & Policy
India's markets regulator has issued a settlement order in the matter of True North Fund III-A, marking another enforcement action in the country's closely watched private equity and alternative investment space. The order underscores the growing emphasis on compliance, disclosure and procedural discipline as regulators tighten oversight of fund structures and market conduct.
India's markets regulator has issued a General Remittance Order dated September 23, 2026, in Recovery Certificate No. 8933 of 2025 against Pinal Rajesh Mehta, the legal representative of the late Rajesh Rajnikant Mehta, in connection with the Jay Energy and S. Energies Limited case. The order underscores SEBI's continuing enforcement push to secure compliance in long-running recovery proceedings tied to market violations.
India's markets regulator has issued an enforcement order in the matter of certain research analysts under Regulation 30A of the SEBI (Intermediaries) Regulations, 2008, signaling continued scrutiny of compliance standards in the investment research ecosystem. The order, published on September 23, 2026, underscores SEBI's willingness to use its enforcement powers to address alleged regulatory breaches among market intermediaries.
India's securities regulator has issued a settlement order in the matter of Kaizen Domestic Scheme I, marking the closure of enforcement proceedings through the settlement mechanism rather than a full adjudication. While the source material provides only the title of the order, the action underscores SEBI's continuing use of settlements as a regulatory tool in market supervision and compliance enforcement.
National Governance & Policy
India's markets regulator has issued a settlement order in the matter of Nippon Yield Maximiser AIF Scheme I, marking the latest regulatory development involving the alternative investment fund. The order underscores SEBI's continuing scrutiny of compliance and disclosure standards in India's fast-growing AIF industry.
India's markets regulator has issued a remittance order dated September 24, 2026 under RC No. 9198 of 2026 against Madhu Kumari Bairwa in connection with trading activities in the scrip of DU Digital Technologies Limited, now known as DU Digital Global Limited. The order forms part of recovery proceedings tied to enforcement action in a case that has drawn scrutiny over market conduct in the company's shares.
Indian enforcement authorities have issued a remittance order dated September 24, 2026 under Recovery Certificate No. 9201 of 2026 against Dhaval Vinodbhai Gadani in connection with trading activity in the scrip of DU Digital Technologies Limited, now known as DU Digital Global Limited. The order marks a further step in recovery proceedings tied to alleged market-related violations involving certain entities and underscores the continuing regulatory scrutiny of trading patterns in the company's shares.
India's enforcement authorities have issued a remittance order dated September 24, 2026 under RC No. 9204 of 2026 against Usha Devi in connection with trading activities involving certain entities in the scrip of DU Digital Technologies Limited, now DU Digital Global Limited. The action falls under recovery proceedings, underscoring the continuing regulatory scrutiny around market conduct tied to the company's shares.
National Governance & Policy
Indian authorities have issued a remittance order dated September 24, 2026 under Recovery Certificate No. 9205 of 2026 against Nayan Mahendrabhai Thakkar in connection with trading activities involving certain entities in the scrip of DU Digital Technologies Limited, now known as DU Digital Global Limited. The order marks a fresh enforcement step in a market-related recovery proceeding tied to alleged irregularities in the company's stock trading history.
India's enforcement authorities have issued a remittance order dated September 24, 2026 against Rathod Mahendrkumar in connection with trading activities involving certain entities in the scrip of DU Digital Technologies Limited, now known as DU Digital Global Limited. The order falls under RC No. 9207 of 2026 and is part of recovery proceedings tied to the broader market conduct case.
The action signals continued regulatory scrutiny over suspected irregular trading patterns in the company's shares and underscores the enforcement machinery's push to recover amounts linked to alleged violations. The development adds another layer to a case that has already moved beyond market surveillance into formal recovery action.
Legal, Courts & Regulatory
India's Enforcement Directorate has issued a remittance order dated September 24, 2026 under RC No. 9209 of 2026 against Pranav Kamleshkumar Trivedi in connection with trading activities in the scrip of DU Digital Technologies Limited, now DU Digital Global Limited. The action signals a recovery proceeding tied to alleged market-related violations, underscoring continued regulatory scrutiny of trading patterns in listed securities.
India's markets regulator has issued a general remittance dated September 24, 2026 against Rakeshbhai K Pandya, identified as a defaulter in connection with trading activity in the scrip of ANI Integrated Services Limited. The action is tied to Recovery Certificate No. 9229 of 2026, underscoring the continuing enforcement push around market misconduct and recovery of dues.
India's markets regulator has issued a general remittance dated September 24, 2026, against Sonalben Amitbhai Khalas in connection with trading activity in the scrip of ANI Integrated Services Limited, under Recovery Certificate No. 9230 of 2026. The action marks another step in the enforcement process tied to a defaulter named in the recovery proceedings, underscoring the regulator's continued pursuit of dues arising from market-related violations.
Legal, Courts & Regulatory
India's Enforcement Directorate has issued a general remittance order dated September 24, 2026 against Rohit Bairwa in connection with trading activity in the shares of DU Digital Technologies Limited, now DU Digital Global Limited, under RC No. 9168 of 2026. The order marks a recovery-stage action in a case tied to alleged market activity in the scrip of the company, underscoring the agency's continuing scrutiny of suspected financial irregularities in listed securities.
Legal, Courts & Regulatory
India's Enforcement Directorate has issued a general remittance order dated September 24, 2026 against Rohit Bairwa (PAN: ELYPB0179Q) in connection with trading activities in the scrip of DU Digital Technologies Limited, now DU Digital Global Limited. The action falls under Recovery Proceedings in RC No. 9212 of 2026, signaling that the case has moved into an enforcement and asset-recovery phase.
The order underscores the regulator's continuing scrutiny of market-linked conduct tied to the company's stock and suggests that authorities are pursuing financial remedies alongside the underlying investigation. The public notice, posted on the agency's enforcement portal, adds a fresh compliance and reputational dimension to a matter already under official review.
National Governance & Policy
India's enforcement authorities have issued a general remittance order dated September 24, 2026 against Manoj Rameshbhai Solanki in connection with alleged trading activity in the scrip of DU Digital Technologies Limited, now known as DU Digital Global Limited. The order is tied to Recovery Proceedings in RC No. 9213 of 2026, underscoring the continuing regulatory scrutiny around market conduct in the case.
National Governance & Policy
India's enforcement authorities have issued a general remittance order dated September 24, 2026 against Fulabhai Bhitor in connection with trading activity in the scrip of ANI Integrated Services Limited, under RC No. 9228 of 2026. The action signals continued recovery proceedings in a market-abuse matter that remains under official scrutiny, underscoring the regulator's push to pursue alleged gains linked to suspicious trading.
National Governance & Policy
India's Enforcement Directorate has issued a general remittance order dated September 24, 2026 against Manish Mishra in connection with the Sadhna Broadcast Limited matter under RC No. 9236 of 2026. The move signals continued recovery proceedings in a case that remains under regulatory scrutiny, though the public notice provides limited detail on the underlying allegations or the amount involved.
India's enforcement authorities have cancelled Recovery Certificate No. 7449 of 2023, dated December 8, 2023, that had been issued against Rashesh Purohit, identified as a defaulter in the matter of TV Vision Limited. The cancellation, published on September 24, 2026, marks a significant procedural development in the long-running recovery proceedings tied to the company.
India's enforcement authorities have cancelled Recovery Certificate No. 7475 of 2023, dated December 14, 2023, that had been issued to Rashesh Purohit, identified as a defaulter, in connection with the TV Vision Limited case. The cancellation, published on September 24, 2026, marks a procedural reversal in a long-running recovery proceeding under Certificate No. 7475 of 2023.
National Governance & Policy
India's enforcement machinery has issued a release order in the recovery proceedings tied to TV Vision Limited, naming Rashesh Purohit as the defaulter under PAN ADQPP1270Q and Certificate No. 7449 of 2023. The order, dated September 24, 2026, signals a procedural shift in a case that has been tracked under the Enforcement and Recovery Proceedings framework.
National Governance & Policy
Indian enforcement authorities have issued a release order for Rashesh Purohit, identified as a defaulter in the recovery proceedings linked to TV Vision Limited under Certificate No. 7475 of 2023. The order, dated September 24, 2026, signals a procedural development in an ongoing enforcement matter that has drawn attention in India's corporate recovery and compliance landscape.
India's markets regulator, the Securities and Exchange Board of India, took a series of key decisions at its board meeting on September 24, 2026, signaling continued attention to market efficiency, investor protection and regulatory calibration. The meeting's outcomes are expected to shape compliance expectations and market structure discussions across listed companies, intermediaries and investors in the months ahead.
Real Estate & Construction
India's enforcement machinery has issued an order in the matter of non-compliance with minimum public shareholding norms at Omaxe Limited, bringing renewed scrutiny to the real estate company's ownership structure and regulatory obligations. The development underscores the continuing pressure on listed firms to meet public float requirements designed to protect market transparency and investor access.
Banking, Fintech & Insurance
India's latest government securities auction for the 6.94% GS 2036 bond drew robust investor interest, with bids far exceeding the notified amount and the issue ultimately seeing partial allotment in the competitive segment. The Reserve Bank of India accepted the full notified underwriting support from primary dealers, while recording no devolvement, underscoring steady market appetite for long-dated sovereign paper.
Banking, Fintech & Insurance
The Reserve Bank of India's latest weekly statistical supplement shows a modest weekly decline in foreign exchange reserves, even as India's banking system continued to expand credit and deposits at a healthy pace. The figures point to a financial system still growing steadily, with reserve movements reflecting market valuation shifts and external asset changes rather than a sharp stress signal.
Global Markets & Equities
The Reserve Bank of India on Friday released its money supply data for the fortnight ended September 15, 2026, a routine but closely watched indicator of liquidity conditions in the financial system. The release, issued through the central bank's communications office, comes as investors, lenders and policymakers continue to track monetary trends for clues on credit demand, inflation pressures and broader economic momentum.
Banking, Fintech & Insurance
The Reserve Bank of India has released the indicative issuance calendar for Government of India dated securities for the second half of FY 2026-27, laying out a predictable borrowing schedule from October 2026 through March 2027. The plan covers a broad mix of maturities, including sovereign green bonds, and is designed to give investors greater visibility, support market planning and reinforce stability in the government securities market.
Global Markets & Equities
The Reserve Bank of India has released the government's Treasury Bill auction calendar for the quarter ending December 2026, mapping out weekly borrowings across 91-day, 182-day and 364-day papers. The schedule shows a planned issuance of Rs 2.99 trillion, with the central bank retaining flexibility to alter amounts or timing if market conditions, government funding needs or holidays require changes.
Global Markets & Equities
The Reserve Bank of India, in consultation with the Government of India, has fixed the Ways and Means Advances limit at Rs 50,000 crore for the second half of FY2026-27, covering October 2026 to March 2027. The central bank said it may trigger fresh market borrowing once the government uses 75% of the limit, while retaining the flexibility to revise the cap if circumstances change.
Banking, Fintech & Insurance
The Reserve Bank of India has announced an auction of Government of India Treasury Bills worth Rs 24,000 crore, split across 91-day, 182-day and 364-day maturities, with settlement set for October 1, 2026. The sale will use a price-based multiple price method and will be open to competitive and non-competitive bidders, including retail investors through the RBI Retail Direct portal.
Banking, Fintech & Insurance
The Reserve Bank of India will conduct an auction of state government securities worth Rs 22,200 crore on September 29, 2026, with 12 states seeking funds through a mix of re-issued bonds and fresh tranches. The sale, to be executed on the RBI's E-Kuber platform, will include both competitive and non-competitive bidding, with retail investors also able to participate through the Retail Direct portal.
Global Markets & Equities
The Reserve Bank of India will conduct an overnight Variable Rate Reverse Repo auction under the Liquidity Adjustment Facility on September 28, 2026, offering to absorb up to Rs 2,00,000 crore from the banking system for one day. The move signals the central bank's continued active management of short-term liquidity as it reviews evolving money-market conditions.
Banking, Fintech & Insurance
The Reserve Bank of India's September 2026 Bulletin presents an economy that remains notably resilient despite renewed geopolitical tensions in West Asia, rising energy prices and volatile global markets. Alongside reporting 7.8% growth in the first quarter of 2026-27, the Bulletin argues that a higher credit-deposit ratio alone is not a reliable sign of banking stress and points to strong foreign exchange reserves, FDI inflows and narrowing trade deficits as key buffers.
National Governance & Policy
The Muslim Youth League has escalated its campaign against the special intensive revision of electoral rolls with street protests across Malappuram, accusing Chief Election Commissioner Gyanesh Kumar of weakening the electoral process. Large rallies, including a major march in Kottakkal, drew thousands of workers and broadened the agitation into a wider critique of public policy and democratic rights.
