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The Banking Frontline 24 March 2026

Issue: 1173


·    India’s banking system liquidity turns into deficit for first time in 2026 due to tax outflows and RBI forex intervention.

·    Gold loan companies request RBI to defer new gold lending rules scheduled from April 2026.

·    Government says no proposal under consideration for merger of PSU banks currently.

·    RBI warns India to monitor West Asia crisis due to oil dependence and possible economic spillover risks.

·    India seen strong enough to face external shocks due to strong forex reserves and macro fundamentals, global analysts say.

·    Global central banks cautious on interest rates amid geopolitical tensions and inflation risks.


India, Russia reaffirm $100 billion trade goal as West Asia simmers: India and Russia have called for strengthening bilateral economic and strategic ties amid the West Asia crisis and shifting geopolitical alignments, reaffirming their commitment to the $100 billion bilateral trade target by 2030. Russian Foreign Minister Sergey Lavrov, on Monday, said Prime Minister Narendra Modi was expected to visit Russia in 2026 and asserted that there was close foreign policy coordination between the two countries amid the West Asia crisis “provoked” by the US and Israel. As much as 96 per cent of bilateral trade was already happening in national currencies, he said.

(Business Line)

RBI flags higher global growth risks, Forex reserves enough to cushion external shocks: The military conflict in the Middle East, triggered by joint US and Israeli strikes on Iran, coupled with fresh US trade investigations, has increased volatility in global financial markets, the Reserve Bank of India (RBI) said on Monday. The central bank, in its State of the Economy report, said that a prolonged period of war and high uncertainty would pose serious risks to the global economic outlook, “which was already in a state of flux prior to the recent events.” It, however, noted that India’s foreign exchange reserves remain adequate to cushion against external shocks.

(Financial Express)

RBI injects Rs.79,256 crore into banking system via overnight VRR auction: RBI on Monday infused Rs.79,256 crore transient liquidity into the banking system through overnight variable rate (VRR) auction. The RBI injected the funds at cut-off and weighted average rates of 5.26 per cent, the central bank said in a release. The liquidity injected was much lower than the notified amount of Rs.1 trillion, despite the sharp drop in surplus liquidity in the banking system due to advance tax payments. Currently, liquidity in the banking system is estimated to be in deficit of about Rs.65,395.64 crore as on March 23. On March 20, the central bank had infused Rs.25,101 crore transient liquidity in the banking system through a three-day VRR auction.

(Business Standard)


Independent directors must act responsibly, says SEBI chief on HDFC Bank Chairman’s exit: The chairman of the Securities and Exchange Board of India on Monday said independent directors must act responsibly and avoid making unsubstantiated remarks. His comments follow on the abrupt resignation of HDFC Bank’s part-time Chairman and independent director Atanu Chakraborty last week. Speaking after the SEBI board meeting, Tuhin Kanta Pandey said independent directors are required to protect the interests of minority shareholders and follow laid-down processes to raise concerns. “No one is expected to make insinuations without proper evidence and recordings,” he said.

(Business Line)

Banks seek NRI deposit window, tax relief as liquidity tightens: India’s financial markets are turning up the heat on policymakers, seeking tax relief for foreign investors and a revival of NRI?focused deposit schemes to ease a tightening liquidity environment. But the Reserve Bank of India (RBI) appears unwilling to return to the crisis?era tools that helped stabilise the rupee and attract over $30 billion during the 2013 taper tantrum. Liquidity stress is evident across the system. Deposit growth continues to lag credit expansion, forcing banks to sharply raise bulk deposit and certificate of deposit (CD) rates. This has prompted renewed calls for policy intervention, particularly the revival of the NRI deposit windows used in 2013.

(Financial Express)

No proposal under consideration on merger of PSU banks: MoS Finance: There is no proposal under consideration before the government on the merger or consolidation of PSBs at present, MoS for Finance Pankaj Chaudhary said on Monday. Chaudhary, in reply to the Lok Sabha, said the amalgamation of PSBs helped create stronger competitive banks with economies of scale and scope while enabling the realisation of wide-ranging synergies. Leveraging networks, better access to low-cost deposits, increased ability to support larger ticket-size lending, and competitive operations by virtue of greater financial capacity have provided the amalgamated banks a substantial rise in customer base, market reach and operational efficiency.

(Economic Times)

Karnataka Grameena Bank bags award for rural economic empowerment: The Union Ministry of Rural Development has awarded Karnataka Grameena Bank the ‘National Award for Outstanding Performance in SHG Bank Linkage 2024-25’. A media statement said that the bank has been conferred the award for its contribution to rural economic empowerment, particularly through self-help groups (SHGs).

(Business Line)

Kotak Bank set to acquire Deutsche's retail business in Rs 4,500-crore deal: Kotak Mahindra Bank is one step closer to acquiring the India retail business of Deutsche Bank in a deal valued at about Rs 4,500 crore after being selected as the preferred buyer, multiple people familiar with the matter told ET. A deal is expected to be signed and announced as early as next week, they said, requesting anonymity as the discussions are private. The proposed acquisition comprises a retail loan and deposit book of about Rs 27,000 crore. This includes personal and home loans, MSME lending, retail deposits and wealth management assets.

(Economic Times)


GIFT Nifty soars nearly 4% after Trump postpones military strikes on Iranian power plants: GIFT Nifty surged nearly 4 percent on Monday evening after US President Donald Trump said military strikes on Iranian power plants would be postponed for five days following talks with Tehran. In a post, Trump said the talks were aimed at achieving a "complete and total resolution" of hostilities in the Middle East. He added that based on the "tenor and tone" of the discussions, he had directed the Department of War to delay any strikes on Iranian power plants and energy infrastructure for five days. He said the pause was conditional and would depend on the progress of negotiations, which are expected to continue through the week.

(Moneycontrol)

Govt restores full RoDTEP rates to support ailing exporters: In a move that would give some relief to exporters grappling with trade disruptions due to the West Asia crisis, the government has restored full benefits under the Remission of Duties and Taxes on Exported Products (RoDTEP) scheme, reversing a sharp cut in rates announced last month. “RoDTEP benefits shall be available at the rates and value caps as applicable on February 22, 2026, thereby withdrawing the earlier restriction of 50 per cent notified vide notification… dated February 23, 2026,” the Directorate General of Foreign Trade (DGFT), said in a notification issued on Monday. The restored rates will apply for the period from February 23 to March 31, 2026. The latest notification is in line with earlier assurances from the DGFT to exporters’ bodies, such as FIEO, that full RoDTEP rates would be made available from April 1, 2026, providing continuity of support beyond the current fiscal year. The RoDTEP scheme refunds embedded taxes and duties that are not otherwise reimbursed, and is seen as a crucial support mechanism for exporters across sectors such as engineering goods, textiles and chemicals.

(Business Line)

Svatantra Microfin acquires Chaitanya India Fin; becomes 2nd largest NBFC-MFI: Svatantra Microfin Pvt Ltd on Monday announced that it has completed its merger with Chaitanya India Fin Credit Pvt Ltd (CIFCPL) and Svatantra Holding Pvt Ltd following NCLT approval.  The approval for the amalgamation was granted by the National Company Law Tribunal (NCLT), Mumbai Bench, through its order dated March 12, Svatantra Microfin Pvt Ltd, founded by Ananya Birla, said in a statement. The said amalgamation, which follows the receipt of all necessary approvals.

(Economic Times)


SEBI board approves conflict of interest code for WTMs, officials:  The board of SEBI on March 23 approved a revised code of conduct to govern conflicts of interest for its Whole-Time Members (WTMs) and officials, while referring certain critical provisions to the Central Government for consideration. According to the board’s decision, key recommendations relating specifically to board members will require government approval. These include the proposal to notify a separate set of regulations governing disclosures and conflict management for board members. Since the Central Government is the appointing authority and determines the terms of service of SEBI’s board, it will take the final call on these measures. The board has also referred to the government the recommendation on oversight of conflicts involving board members, including the creation of an Oversight Committee on Ethics and Compliance. This body is intended to strengthen independent supervision of disclosures and recusal decisions at the highest level.

(Moneycontrol)

Corporate Laws (Amendment) Bill 2026 referred to JPC: Easier CSR, buyback norms proposed in new bill: The government has proposed to increase the minimum net profit threshold for mandatory corporate social responsibility (CSR) spending by companies to Rs 10 crore. This move aims to ease the burden on companies with nominal profits, allowing them to focus on growth rather than CSR contributions. In addition, the Corporate Laws (Amendment) Bill, 2026 tabled in Parliament on Monday, proposes to give companies more time to transfer funds to the unspent CSR account for long-term projects. Currently, under Section 135 of the Companies Act, companies with a turnover above Rs 1,000 crore, a net worth above Rs 500 crore, or a net profit exceeding Rs 5 crore must spend at least 2% of their average net profits from the previous three years on CSR. The Bill, also proposes to relax the buy-back norms. This relaxation allows a prescribed class of companies to make up to two buy-back offers within one year, provided the second offer (in the same year) is not made within six months of the conclusion of the first offer.

(Financial Express)

SC panel, govt to meet as cheque bounce cases swamp courts: A high-level meeting will be held between the Supreme Court’s mediation and conciliation project committee (MCPC) and government officials on Tuesday to explore ways of resolving the vexed issue of cheque bounce cases, which are clogging India’s judicial system, two people aware of the matter said. As many as 8.2 million cheque bounce cases are pending in Indian courts, leaving them with little time to focus on other civil and criminal matters and contributing to growing delays across the judicial system.

(Mint)


KNOWLEDGE ECONOMY

§ The knowledge economy is an economy of products and services produced with human capital, knowledge, skills, and intellectual property, rather than physical assets such as land and physical labor.

§ It refers to the ability to capitalize on scientific discoveries and applied research.

§ The knowledge economy represents a large share of the activity in most highly developed economies.

§ A significant component of its value might be intangible assets, such as the value of its workers' knowledge or of intellectual property such as patents and proprietary procedures.


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 : 93.8980

INR / 1 GBP : 124.8167

INR / 1 EUR : 108.2231

INR /100 JPY: 58.8300

EQUITY INDEX

Sensex: 72696.39 (-1836.57)

NIFTY: 22512.65 (-601.85)

Bnk NIFTY: 51437.75 (-1989.30)


World Tuberculosis (TB) Day: March 24 is globally recognized as World Tuberculosis (TB) Day, aimed at raising awareness about the disease and efforts to end the epidemic. It commemorates Dr. Robert Koch's 1882 discovery of the bacterium that causes TB. It is also celebrated as International Day of Achievers, National Cheesesteak Day, and National Cocktail Day.

Historical events: March 24 in history is marked by significant events: the discovery of the TB bacterium in 1882 (World TB Day), Morarji Desai becoming India's first non-Congress PM in 1977, and the 2020 national lockdown announcement in India. Other events include the 1946 British Cabinet Mission arriving in India and the 1990 withdrawal of Indian forces from Sri Lanka.

 

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