Banks

Amended insurance laws kick in from February 5

Most provisions of Sabka Bima Sabki Raksha Act to come into force; industry sees 100% FDI reform as catalyst for capital, governance and inclusion

Macquarie flags risks in PB Fintech’s global ambitions over capital allocation

Macquarie flags capital allocation risks as PB Fintech shifts focus from domestic dominance to global expansion ambitions

Rupee’s over 1% intraday rally: A move seen just 10 times since 2014

Historically, the rupee’s biggest intraday appreciation was recorded on December 18, 2018, when it surged 1.62 percent, followed by a 1.51 percent jump on November 11, 2022, according to the Bloomberg data.

Religare Enterprises likely to announce demerger and listing of Care Health Insurance 

The restructuring exercise which could result in an automatic listing of the health insurance arm is seen as a move aimed at unlocking shareholder value.

Rupee gains give RBI window to top up FX reserves but big build-up unlikely, says Shinhan Bank’s Kunal Sodhani

March typically sees higher rupee demand due to corporate book closing, which provides support to the rupee but that is just one part of the story, global cues also matter, Sodhani tells Moneycontrol

Knee-jerk rally in rupee expected, FPI flows to decide next move, says ANZ Research's Dhiraj Nim

The rupee’s depreciation mirrored India’s financial account challenges, particularly equity outflows, which are the result of a combination of factors such as US tariffs, corporate earnings, nominal GDP stress and more, Nim tells Moneycontrol

Decoding India’s Atmanirbar bond market

Indian bonds seemed to shrug off any positive rub offs from India-US tariff deal, signalling that the domestic cues are more concerning rather than global developments.

Indian bond yield opens 4 bps lower after India-US finalise trade deal

On February 2, Indian bond yield ended over a year higher after the government announced higher-than-expected gross borrowing through government securities.

IDFC First Bank must refocus on corporate loans for margin protection

Shedding corporate loans and going full throttle on retail was a survival strategy which now must change

INR poised to rebound below 90/USD as Trump cuts reciprocal tariffs on India

The rupee gained 48 paise on February 2 -- the highest level since December 19, 2025 -- when it appreciated 60 paise in a single day. In percentage terms, it is up 0.52 percent, compared to previous close.

RBI may maintain status quo in February policy, liquidity measures to be in focus

The current estimate on the rate action is in line with the Moneycontrol’s poll conducted before the Union Budget 2026, wherein a majority of economists, treasury heads and market participants said the central bank may maintain status quo on rates. The MPC is to meet from February 4 and February 6 for its bi-monthly policy review.

RBI intervention helps rupee to post biggest single-day gain in over six weeks

The rupee gained 42 paise on February 2 -- the highest level since December 19, 2025 -- when it appreciated 60 paise in a single day. In percentage terms, the local currency is up 0.42%, compared to the previous close.

Budget 2026: Does a quiet budget for the insurance sector signal stability?

After half a decade of continuous tax and regulatory recalibration, Budget 2026 marks the first deliberate pause in insurance-specific reforms, raising a larger question on whether the sector has finally entered a phase of policy stability.

Indian bond yield ends over 1-year high after government announces higher gross borrowing

The Union Budget pegged gross market borrowings at Rs 17.2 lakh crore for FY27, a 16 percent increase over the current year’s budget estimate, while net market borrowing was set at Rs 11.7 lakh crore to finance a fiscal deficit of 4.3 percent of GDP.

Budget 2026: Since 2019 Budget, Bank Nifty Index has not cheered FM's moves

Bank Nifty often reacts negatively or with muted gains on Budget Day

Government garner just 26% divestment proceeds so far in FY26 of revised budget estimates

In Union Budget 2026, the government had set disinvestment target of Rs 80,000 crore under miscellaneous capital receipts for FY27 which includes sale of shares in PSUs as well as asset monetisations.

Understand the math behind government's FY27 borrowing numbers

The Centre has pegged net market borrowing at Rs 11.7 lakh crore for FY27, around Rs 50,000 crore higher than FY26, reflecting a calibrated increase to support higher capital spending. Gross market borrowing, however, has been set at Rs 17.2 lakh crore, a sharp jump from the current year. This increase is largely explained by the maturity profile of government securities, with redemptions in FY27 estimated at Rs 5.47 lakh crore.

Is a high-level committee to review the banking sector an indication for PSU mergers?

Nifty PSU Bank Index tanks more than 4% following announcement of comprehensive review of banking sector

Union Budget 2026: FinMin proposes tax relief for employers, non-life insurers

Changes aim to ease compliance, reduce litigation, and simplify deductions under the Income Tax Act

Budget 2026: Interest on accident compensation to be fully exempt from income tax

At present, this interest is treated like regular taxable income

Budget 2026| Govt budgets dividend at Rs 3.16 lakh crore from RBI and state-run banks in FY27

According to a Moneycontrol poll of economists, treasury heads, and market participants showed that government is expected to budget Rs 2-3 lakh crore as dividend income from the Reserve Bank of India (RBI) and public sector banks (PSBs) in the Union Budget 2026, higher than the Rs 2.56 lakh crore estimated in the previous budget.

Union Budget: Government proposes market-marking framework, Total Return Swaps on corporate bonds

On January 29, Economic Survey had said that India’s corporate bond market, despite incremental reforms, remains shallow and underdeveloped compared with global peers, limiting its ability to channel long-term capital efficiently.

Budget 2026| Centre peg gross borrowing via bonds at Rs 17.2 lakh crore for FY27

Government borrowings are among the most important determinants of interest rates in the economy. Higher-than-expected borrowings can push up rates for all bond issuers — sovereign and corporate — while interest rates can decline if it tightens its belt and borrows less than anticipated.

Budget 2026: FinMin charts consolidation path for NBFCs under Viksit Bharat vision

A central element of the strategy is the proposed restructuring of PFC and REC