Anjali Kumari

The rupee gained 0.6% in October, mainly due to a series of steps by the RBI in the last few days to curb speculative bets

The central bank has mandated a 20 per cent reserve on eligible rupee derivative contracts used by authorised dealers to hedge their own currency risks, without a minimum transaction threshold

Fedai seeks clarity on execution; lenders want $2 million threshold removed

Poll respondents expect the depreciation bias to persist, with some suggesting that the RBI may need to raise interest rates more aggressively to counter pressure on the rupee

Global headwinds, balance of payment remain key to stability

Reserves have lost about $51.1 billion from their September 4 peak as the RBI supports the rupee amid higher crude oil prices; foreign currency assets fell $10.7 billion

The RBI raised minimum daily CRR maintenance to 99 per cent from October 16 and announced a ₹25,000 crore bond sale on October 13 to align overnight rates with the repo rate.

Bloomberg consensus estimates project banks' Q2FY27 net profit at ₹1 trillion, up 19.6 per cent year-on-year, while large FCNR(B) deposit inflows are expected to weigh on margins.

The SBI report favours an asymmetric widening of the LAF corridor, faster rate action and a shorter deadline for export proceeds as global uncertainty pressures markets

RBI's October Monetary Policy Report flags widening price pressures across goods and services, with food and fuel inflation adding to concerns over second-round effects

Banks bid ₹79,655 crore in the RBI's 29-day VRRR auction against ₹2 trn offered, while the 10-year benchmark yield rose to 7.29% amid expectations of OMO sales

The benchmark 10-year government bond yield rises to 7.24 per cent as the RBI shifts to withdrawal of accommodation, with foreign outflows and oil prices adding pressure

The rupee records its second-weakest close as external pressures and weak dollar inflows weigh; RBI Governor Sanjay Malhotra says the currency may be undervalued

Sanjay Malhotra says currency leakage and OMOs will absorb funds; calls CRR hike among least preferred tools for RBI

RBI to issue FAQ document to clarify reporting needs

The benchmark 10-year yield rose six basis points after the RBI raised the repo rate to 5.50 per cent and signalled that future action would be a hike or pause

Loan fee waivers, rate concessions, and card deals target shoppers

A look at some of the data points that the rate-setting panel may consider to take a decision

Core liquidity surplus remains around ₹10 trillion, keeping the focus on RBI's liquidity operations as markets expect a 25-basis-point repo rate increase this week

ICRA retains its FY27 gross state borrowing estimate at ₹13.4-14 trillion, assuming states broadly adhere to the RBI's indicative auction calendar for the third quarter