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Arjun Mehta is a house byline for InfoHandle’s Business desk.
Indian Oil, Reliance, BPCL and HPCL-Mittal are chartering their own Hormuz tankers on Iraqi FOB deals as Brent holds above $104, trading CFR premiums for SOMO discounts and freight control.
Defence sources say Dassault Aviation will integrate Astra, Rudram and Smart Anti-Airfield Weapon systems on the Rafale, clearing a long-standing hurdle to a 114-fighter Medium Role Fighter Aircraft contract worth more than Rs 2 lakh crore.
Air India turned back a Delhi–Riyadh service and both carriers cancelled Saudi capital flights through 10 October after Houthi missile activity disrupted King Khalid airport, stranding labour and pilgrimage traffic from India.
Brokerages expect TCS to book restructuring costs before Thursday’s Q2 numbers, while investors watch whether visa fees and wage inflation erase the margin lift from deal wins.
Governor Shaktikanta Das and the Monetary Policy Committee raised the policy repo by 25 basis points and moved the stance to calibrated tightening as inflation forecasts climb.
Kotak Mahindra Bank told exchanges its net advances reached ₹5.77 lakh crore on 30 September, up 24.7 percent year on year, while deposits climbed to ₹6.51 lakh crore ahead of Wednesday’s RBI policy decision.
Britain recognised India’s Carbon Credit Trading Scheme for relief under its carbon border levy, a step New Delhi says will lower effective taxes on eligible exports to the United Kingdom.
Reliance Retail tightened vendor onboarding checks this week, demanding matched GST returns and e-invoice trails before releasing Diwali stocking advances to kirana distributors.
LG Electronics India’s ₹11,500 crore offer drew full anchor demand on Monday while Tata Capital’s larger listing waited behind it in the primary-market queue, testing whether festive liquidity can absorb back-to-back consumer and finance debuts.
Large exporters booked forward dollar covers over the weekend as Brent near $99 and an eight-week equity slide raised the stakes for the RBI’s October policy meeting.
Kotak Institutional Equities lifted its FY27 crude assumption to $90 a barrel while arguing Indian fuel retailers can hold pump prices with Brent near $102 thanks to March excise relief.
Treasury teams at large private banks spent Gandhi Jayanti reprogramming loan-against-shares limits after the RBI quintupled the per-borrower ceiling on Wednesday.
Governor Sanjay Malhotra's Monetary Policy Committee left the repo at 5.50% on Wednesday but raised the FY26 growth projection to 6.8% and cut the inflation forecast to 2.6%, signalling room for easier policy later in the year.
Thirty mainboard issues raised ₹38,785 crore in September while AIBI counts ₹3.86 lakh crore still in the approved pipeline—liquidity that secondary markets are already feeling.
Washington’s Section 232 pharmaceutical duties rose to 100 percent for most patented imports on Monday, but Commerce carved out a zero rate for specialty categories when the product originates in India or 18 other listed jurisdictions.
Governor Sanjay Malhotra opened a three-day Monetary Policy Committee sitting on Monday as exporters and banks argued over how much of Washington’s 50% merchandise tariff shock is already in credit spreads.
Economists say the banking system's liquidity surplus narrowed below ₹5 lakh crore last week, pushing several lenders to lift variable-rate deposit coupons ahead of the Reserve Bank's October policy meeting.
Flight 6E6542 from Guwahati struck its tail on the runway during a first landing attempt in crosswinds; regulators are reviewing a string of similar contacts on the airline’s Airbus narrow-body fleet.
RBI bulletin says FCNR(B) deposits drew about $133 billion of $143.5 billion in special inflows, while August bank deposit growth hit a 15-year high. Higher crude oil prices have reversed the rupee's FCNR-driven gains, leaving bank boards to weigh a stronger liability franchise against a tougher external account.
The RBI's September bulletin estimates the private corporate capex pipeline at ₹3.2 lakh crore for 2026-27, up from ₹2.6 lakh crore a year earlier — even as it flags West Asia crude as a fresh risk to inflation and reserves sit at $766 billion, or 11.2 months of import cover.
With Brent near $105.4 after Wednesday’s selloff and the rupee at about 95.95 per dollar, Indian state-run and private refiners are rolling crude hedges and reviewing import parity as IRDAI-driven financial stress adds to macro noise.
S&P Global raised its India FY27 GDP forecast to 7% from 6.6% after stronger June-quarter activity, while economist Vishrut Rana told ANI inflation near 5.1% could bring a 25 basis-point RBI rate move to 5.5%.
Tata Motors told Maharashtra State Road Transport Corporation it will lift electric bus assembly at its Pune plant after MSRTC placed a follow-on fleet order for intercity and suburban routes, adding second-shift capacity without waiting for a separate greenfield bus unit.
Tata Sons shareholders reappointed Natarajan Chandrasekaran as chairman on 17 September and advanced a listing path for the unlisted holding company, but Tata Trusts chair Noel Tata called the vote illegal and warned Reserve Bank of India pressure on upper-layer NBFC rules is driving the timeline.
Air India added economy inventory on Delhi–San Francisco AI173 rotations through October after the U.S. Consulate General in Mumbai cleared a September student and H-1B visa backlog, travel agents said.
Reliance Retail has activated three Blinkit hub kitchens in Gurugram ahead of Navratri and Garba week, routing festive snack and meal SKUs through dark-store backrooms that previously handled only ambient groceries.
JSW Steel lifted September export-parity HR coil quotes as Visakhapatnam Port Authority throughput hit a record and Andhra cleared a draft berth-allocation note for coated-coil sailings.
The Monetary Policy Committee held the repo at 5.5% on Friday, but public-sector lenders are still bidding for retail deposits with short-tenure specials above 6.6% as festival liquidity builds.