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The Banking Frontline 12 May 2026

Issue: 1215


·    Reserve Bank of India may hike policy rates twice in FY27 amid inflation concerns and slowing growth forecasts.

·    Indian banks paused fresh Gulf exposure amid prolonged geopolitical tensions linked to the Iran crisis.

·    India’s GDP growth for Q4 FY26 is projected at 7.2%, while FY27 growth is estimated at 6.6%, according to an SBI research report.

·    The Finance Ministry reviewed a proposal to enhance insurance cover under PMJJBY and PMSBY schemes from Rs.2 lakh to Rs.5 lakh.

·    Public sector and private banks accelerated focus on retail and SME credit segments to support profitability and growth.

·    Economists observed that deposit growth continued lagging behind credit growth, creating pressure on banks’ liquidity coverage ratios.


One of the biggest crises of this decade': PM Modi asks Indians to cut imports, embrace WFH: Prime Minister Narendra Modi, on Monday, described the ongoing West Asia conflict as “one of the biggest crises of the decade” after the Covid-19 pandemic, and said India would overcome the challenge through collective public participation and responsible economic behaviour. He urged citizens to reduce fuel consumption, avoid unnecessary foreign exchange spending and adopt more sustainable practices to help the country navigate global economic disruptions.

(Moneycontrol)

VB-G RAM G replacing MGNREGA to come into force across India from July 1: The Centre, on Monday, formally notified the implementation of Viksit Bharat – Guarantee for Employment and Livelihood Mission (Rural) (VB–G RAM G Act) that would replace the MGNREGA across the country from July 1. The existing e-KYC verified MGNREGA job cards will remain valid until the new “Gramin Rozgar Guarantee Cards” are issued, it said. The notification added that workers without job cards can continue to register at the gram panchayat level. Under VB-G RAM G Act, every rural household whose adult members volunteer to undertake unskilled manual work will be entitled to 125 days of guaranteed wage employment in a financial year. This is an increase from the existing 100-day guarantee under MGNREGA. Employment will have to be provided within the prescribed timeframe, failing which workers will remain eligible for unemployment allowance in accordance with the provisions of the Act.

(Business Standard)

Rupee weakens to fresh low of 95.31 per dollar amid West Asia conflict: The Indian rupee closed at a fresh low of 95.31 against the US dollar on Monday, as rising geopolitical tensions in West Asia and Prime Minister Narendra Modi’s austerity remark weighed on sentiment. The domestic currency depreciated nearly 0.9 per cent during the day, making it the worst-performing Asian currency. The rupee had closed at 94.48 in the previous session. In 2026 so far, the Indian unit has fallen 5.7 per cent against the dollar.The sharp decline came after US President Donald Trump termed Iran’s peace proposals “unacceptable”, keeping fears of further escalation alive. Brent crude prices rose to around $105 per barrel, while the dollar index moved above the 98 mark, keeping the greenback well bid.

(Business Standard)


Canara Bank: Q4FY26 profit fell by 10%: Canara Bank posted a 9.94% Year-on-Year (YoY) decline in its Q4FY26 net profit at Rs 4,505.57 crore, down from Rs 5,002.66 crore. The bank’s FY26 profit increased to Rs 19,186.67 crore, up 12.69% YoY from Rs 17,026.67 crore reported in FY26. The public sector lender’s gross NPA ratio stood at 1.84% in the March quarter. Canara Bank’s interest earned during the quarter came in at Rs 318.38 billion. Meanwhile, provisions and contingencies stood at Rs 9.92 billion during the reporting period.

(Financial Express)

Bank of Baroda aims 10 per cent corporate growth in FY27, Rs 50,000 cr loans in pipeline: Bank of Baroda plans a 10 percent expansion of its corporate lending by FY27. A Rs 50,000 crore pipeline is in place, with significant demand for investment loans. The bank will focus on external benchmark lending rates to improve margins. Deposit costs remain a challenge, but overall funding is sufficient. Asset quality is strong, particularly in the MSME sector.

(Economic Times)

Big banks urge RBI to rethink uniform forex exposure cap: Large banks have sent feelers to the regulator to rethink the blanket rule on their uncovered foreign currency exposure. As rupee came under attack, the Reserve Bank of India (RBI) had imposed a $100 million uniform limit on all banks' net open position (NOP), which is the difference between a bank's foreign currency assets and liabilities at the end of each business day. In recent interactions with RBI, officials of big state-owned and private sector banks have suggested a dynamic regulation on the unhedged forex exposure, by linking an institution's NOP to its size and flows, two bankers told ET.

(Economic Times)

RBI to conduct Rs.50,000 crore VRR auction as overnight rates rise: The Reserve Bank of India plans to conduct a three-day Variable Rate Repo (VRR) auction worth Rs.50,000 crore on Tuesday to address evolving liquidity conditions in the banking system, the central bank said in a release on Wednesday. Net liquidity in the banking system was in surplus of Rs.2.2 trillion on Sunday, latest RBI data showed. Market participants said the decision came after the weighted average call rate (WACR) surged beyond the repo rate to 5.31 per cent on Monday, against the previous close of 5.18 per cent. The policy repo rate currently stands at 5.25 per cent.

(Business Standard)

Fintech firms form SRO to boost trust in digital precious metals market: At a time when regulatory uncertainty exists around the digital gold space, members of the fintech ecosystem have established a self-regulatory organisation called the Digital Precious Metals Assurance Council of India (DPMACI) to enforce governance and transparency among companies. Members include sellers and distributors of digital gold and silver in the country such as MMTC-PAMP, SafeGold, Augmont, PhonePe, BharatPe, MobiKwik, Gullak, Lenden Club and CRED. The SRO will be led by Nirupama Soundararajan, who has joined the association as an independent chairperson.

(Business Standard)


India’s manufacturing push: Govt identifies 100 products for Made-In-India boost: The government is in the process of identifying 100 products that are not being manufactured in India for special focus like addressing technology gaps so their capacities are created locally for domestic and export markets, a senior official said Monday. “We have identified a set of products. Some very interesting products have come up in the auto sector and motorcycles. We came to know that there are a lot of things that are not getting manufactured in India. We have the capability, perhaps some gaps in technology exist,” secretary in the Department for Promotion of Industry and Internal Trade Amardeep Singh Bhatia said at CII’s Annual Business Summit. Another effort of the government is to push for manufacturing of intermediate goods.

(Financial Express)

Govt plans to plugs EV charging gaps with unified platform: The Centre set to release the unified national platform to integrate electric vehicle (EV) charging networks operated by automakers, oil marketing companies and private charge point operators, in a move aimed at removing fragmentation in the country’s fast-growing EV ecosystem. Under the Ministry of Heavy Industries’ Unified Bharat e-Charge (UBC) initiative, charging networks run by companies. Modelled on the lines of a central digital repository, the platform will allow EV users to seamlessly locate, book, access and pay for charging stations across networks through a single interface, irrespective of the operator, while also offering real-time information on charger availability, uptime, charging speed and tariffs.

(Financial Express)

Ashok Kumar Panda takes charge as SAIL chief, targets 35 MTPA capacity: Ashok Kumar Panda has assumed charge as chairman and managing director (CMD) of Steel Authority of India Limited (SAIL) from May 9, the steel ministry said on Monday. Prior to this, Panda served as Director (Finance) and also held additional charge of Director (Commercial) for around nine months.

(Business Standard)


Finance Ministry approves higher fertiliser subsidy, builds buffer stock amid global crisis: The Finance Ministry has approved additional fertiliser subsidy for the June quarter as the West Asia crisis pushes up global prices and raises concerns over supplies ahead of the kharif sowing season, a government official said. At the same time, the government has stepped up procurement to avoid shortages. Fertiliser availability has increased by nearly 21 lakh tonnes, while an additional 7 lakh tonnes of NPK (Nitrogen, Phosphorus, and potassium) fertilisers are expected to arrive at Indian ports in May and June, the official said.

(Moneycontrol)

SEBI proposes ‘GARUDA’ green-channel for faster AIF scheme launches: SEBI on Monday proposed a new green-channel mechanism — GARUDA — for alternative investment funds (AIFs) to launch schemes to 10 working days of filing their placement memorandums from the current 30 days, in a bid to speed up the deployment of capital by them. GARUDA, or Green-Channel: AIF Rollout Upon Document Acknowledgement, aims to streamline the Processing of Placement Memorandums (PPMs) filed with SEBI and further ease fundraising by AIFs. Under the proposal, regular AIF schemes would be allowed to launch within 10 working days of filing the PPM with SEBI through a merchant banker, unless the regulator raises objections. At present, AIFs can launch schemes only after 30 days from filing, SEBI said in its consultation paper..

(Business Line)

Centre notifies rules for four labour codes: Overtime at double rate, mandatory health checks kick in: The Central government on Friday notified final rules under the four labour codes, bringing into force a unified framework aimed at modernising labour regulations, ensuring minimum wages, and extending universal social security to all workers. The four codes, the Code on Wages, 2019; the Industrial Relations Code, 2020; the Code on Social Security, 2020; and the Occupational Safety, Health and Working Conditions Code, 2020, came into effect on November 21. The new framework introduces several worker-friendly measures, including mandatory issuance of appointment letters, free annual health check-ups for workers aged 40 and above, and equal pay, work, and opportunity for women including provisions for working different shifts. It also caps weekly working hours at 48, with at least one weekend off or rest day and overtime payment for additional hours. The Code on Industrial Relations provide for establishing a National Reskilling Fund to support workers who lose jobs due to technological or economic changes. According to rule 37 of the Industrial Relations (Central) Rules, 2026, every employer who has laid off a worker in an industrial establishment must contribute 15 days’ salary of the employee within ten days of the date of the layoff to the reskilling fund. The new rules mandate that workers are entitled to overtime wages at twice the normal rate (double wages) for work exceeding 8 hours in a day (for daily-rated workers) or 48 hours in a week (for others). Overtime must be paid at the end of each wage period, with fractions of an hour calculated as 30 minutes or a full hour. Employers are prohibited from allowing any worker to perform more than 144 hours of overtime in any quarter of the year.

(Financial Express)


OUTPUT GAP

§ The term output gap refers to the difference between the actual output of an economy and the maximum potential output of an economy expressed as a percentage of gross domestic product (GDP). A country's output gap may be either positive or negative.

§ A negative output gap suggests that actual economic output is below the economy's full capacity for output while a positive output suggests an economy that is outperforming expectations because its actual output is higher than the economy's recognized maximum capacity output.


RBI KEY RATES

Repo Rate: 5.25%

SDF: 5.00%

MSF /Bank Rate: 5.50%

CRR: 3.00%

SLR: 18.00%

FOREX RATES (RBI REF. RATE)

INR / 1 USD : 95.2029

INR / 1 GBP : 129.3826

INR / 1 EUR : 111.9262

INR /100 JPY: 60.6000

EQUITY INDEX

Sensex: 76015.28 (-1312.91)

NIFTY: 23815.85 (-360.30)

Bnk NIFTY: 54439.90 (-870.65)


International Nurses Day: May 12, 2026, is primarily celebrated as International Nurses Day, honoring the birth anniversary of Florence Nightingale and the contributions of nurses worldwide. It is also recognized as International ME/CFS and Fibromyalgia Awareness Day, and falls on a Tuesday in 2026.

Historical events: May 12 marks significant historical milestones, most notably the birth of modern nursing founder Florence Nightingale (celebrated as International Nurses Day), the 1459 founding of Jodhpur by Rao Jodha, and the 1949 end of the Berlin Blockade. Key events include Vijaya Lakshmi Pandit becoming India’s first female ambassador to the U.S. (1949), the 2008 Sichuan earthquake in China, and the 2026 Somnath Swabhiman Parv.

 

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