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Policy brief, 26 Sep 2026

Composed

Responsible editor: Subhash Rai

Monetary Policy and Markets

Economists expect the RBI to maintain a hawkish pause on the repo rate as global cues and inflation risks dictate market sentiment.

Economists widely anticipate that the central bank will keep the repo rate unchanged during its upcoming policy review, adopting a hawkish stance amid ongoing inflation risks. Meanwhile, global market movements continue to be steered by Q1 earnings, US inflation data affecting Federal Reserve rate expectations, and fluctuating oil prices. Analysts recommend selective bets based on strong fundamentals to navigate ongoing global volatility.

Rising in this Watch’s sources RBI near peak · may plateau momentum 74How often the filings, releases and records this Watch reads name it this week, against last week. Not search or social trends.

Sources

Corporate M&A and Financial Regulation

The CCI has cleared key hospitality mergers while regulators highlight billions in unclaimed funds across insurance and provident accounts.

The Competition Commission of India has approved the proposed combination involving share acquisitions and the merger of entities like AAPC India, Triguna, Caddie, and Accent into InterGlobe Hotels. In other regulatory news, a recent update reveals that Rs 16,649 crore remains unclaimed in LIC insurance and inactive EPF accounts. Additionally, the government has confirmed that UPI users will continue to face no charges for digital payments.

Rising in this Watch’s sources India fading fast · post-peak momentum 59How often the filings, releases and records this Watch reads name it this week, against last week. Not search or social trends.

Connected matters (same thread, other sources)

Sources

Transport and Policy Compliance

New aggregator guidelines strip tipping prompts from ride apps, while fiscal and legal legislative measures advance.

Under the Motor Vehicle Aggregator Guidelines 2025, the Road Ministry has stripped tipping prompts from ride-aggregator apps to enhance compliance. On the legislative and fiscal front, TVK is presenting its maiden budget with new schemes and reforms in focus. Meanwhile, the government plans to introduce a bill in the Rajya Sabha to make insulting Vande Mataram a criminal offense.

Rising in this Watch’s sources Tamil Nadu Government near peak · may plateau momentum 40How often the filings, releases and records this Watch reads name it this week, against last week. Not search or social trends.

Connected matters (same thread, other sources)

Sources


Composed by AI (gemini-3.5-flash-lite) from 20 shortlisted sources. Not yet reviewed by an editor.

OnlineJourno PolicyWatch

Primary-source parliamentary & policy intelligence.

Algorithmically assisted. The records are gathered, sorted and flagged by automated systems: AI models and fixed rules. Briefs are composed by AI from official records. Each edition says whether a human editor has reviewed it. PolicyWatch advises; it never decides. Always confirm against the linked source.