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The Banking Frontline 26 May 2026

Issue: 1227


·    Rajasthan govt increases export technology upgrade grant to Rs.1 crore.

·    India turns to Latin America, Africa for crude oil amid West Asia crisis.

·    RBI conducted a $5 billion dollar-rupee swap auction on 26 May to inject long-term liquidity into the banking system.

·    India’s banking liquidity surplus narrowed sharply due to sustained RBI dollar sales in forex markets.

·    BHIM UPI app recorded nearly 300% growth in FY26, driven by cashback schemes and increasing user trust.


FM Sitharaman directs focus on '3Fs', explains why PM Modi wants India to conserve forex: Union finance minister Nirmala Sitharaman on May 25 said the West Asia conflict has created a “big challenge” for businesses, common people and MSMEs with high fuel costs, shortage of inputs and pressure on working capital creating a sense of “uncertainty”. The FM urged the citizens to understand the significance of '3 Fs' -- fuel, fertiliser, and foreign exchange, and added that the government wants to protect its citizens and industries , due to which Prime Minister Narendra Modi asked for the conservation of foreign exchange as far as possible, Sitharaman said. The finance minister said high crude prices, fluctuating fertilizer rates and steep gold prices are creating challenges on the external front for the country. “All these three payments will have to be in foreign exchange,” she added. India’s forex reserves stood at $689 billion as of May 15, 2026. Just before the beginning of the West Asian conflict, the reserves had hit an all time high of $728.5 billion (as on February 27, 2026).

(Moneycontrol)

Govt proposes broad revamp of industrial output index ahead of new series: The government on Monday said it is preparing a major overhaul of the Index of Industrial Production (IIP), with wider sectoral coverage, a revamped item basket, chain-linked indices and methodological changes aimed at better capturing the country’s evolving industrial structure. The proposed changes are part of the new IIP series with base year 2022-23, recommended by the Technical Advisory Committee on Base Year Revision of the All-India Index of Industrial Production (TAC-IIP), constituted by the Ministry of Statistics and Programme Implementation (MoSPI) in September 2024 under the chairmanship of Mridul K Saggar.

(Business Standard)

India's IIP basket gets a refresh: Rare earths in, kerosene out: The new Index of Industrial Production (IIP) series, which shifts the base year from 2011–12 to 2022–23 and is scheduled for release on June 1, will, for the first time, track rare earths and minor minerals, piped natural gas (PNG), and water supply, sewerage and waste management. The recommendations are contained in the report of the Technical Advisory Committee (TAC), released by the National Statistics Office on Monday. The number of item groups under the new series rises to 463 from 407 in the 2011–12 series. In manufacturing, the count goes up from 405 to 455 item groups, with 64 item groups dropped and 120 new ones added. Items dropped include kerosene, iodised salt, incandescent lamps, fluorescent tubes and compact fluorescent lamps, electric filament lamps, sewing machines, wines, and butter, among others.

(Business Standard)


RBI tightens norms for re-appointment of directors on UCB boards: The Reserve Bank of India has introduced new rules for Urban Co-operative Banks. Directors can now serve for a maximum of ten years. Following this, a mandatory three-year cooling-off period is required before re-appointment. This measure aims to prevent directors from circumventing tenure limits. The new directions are effective immediately, ensuring better governance in these financial institutions.

(Economic Times)

Private banks likely to outperform govt banks in earnings growth over next 2 years: Private banks are set for stronger earnings growth in the coming two years. Loan growth is expected to be similar for both private and public sector banks. However, private lenders will likely see better profits due to stable margins and fewer risks. Public sector banks may face profitability pressures from various factors. Market valuations are considering current banking sector challenges.

(Economic Times)

Priority sector lending boosts inclusion, not always guarantee growth: EAC-PM: India's priority sector lending has aided financial inclusion for decades. However, a recent report suggests that simply increasing directed credit might not lead to higher economic growth. The analysis indicates that while these policies have helped reduce poverty, forcing credit into poorer districts may be inefficient. Priority Sector Lending Certificates help banks manage risks associated with these loans.

(Economic Times)

Lenders urge RBI for hedging support framework to revive overseas borrowing: Indian banks and companies are asking the Reserve Bank of India for help with offshore debt. High costs to protect against currency changes make borrowing abroad more expensive than at home. This is slowing down foreign fundraising. A new support system could lower these costs. This would help bring more foreign money into India and support its economy.

(Economic Times)

FM Nirmala Sitharaman pitches for customised credit models for MSMEs: Finance Minister Nirmala Sitharaman on Monday asked the Small Industries Development Bank of India (Sidbi) and the banking system to go beyond “standard products” for Micro, Small, and Medium Enterprises (MSMEs), while emphasing India’s small businesses require customised credit structures aligned to their business cycles rather than uniform lending models. “Standard products cannot serve non-standard businesses,” Sitharaman said while addressing Sidbi’s Foundation Day event. For agri-processing MSMEs, she suggested linking repayments to harvest cycles. Textile exporters, she said, needed financing aligned to export cycles, while tourism businesses required repayment schedules that recognised seasonal earnings.

(Business Standard)


India overtakes US in electric car penetration for the first time: India has finally raced ahead of the United States in electric car penetration for the month of April 2026. However, India still lags behind the US in battery electric vehicle sales. Electric vehicles accounted for 5.8% of all new car sales in India during April, buoyed by new model launches, according to VAHAN registration data. This compares with 5.1% EV penetration in March 2026 and 3.7% in the same month last year. While India’s EV penetration rose, the share of battery electric vehicles in new car sales fell to 5.1% in the US, the world’s second-largest car market by volume after China. India, however, accounted for far less electric car sales than the US in April. That’s because the US sells three times more cars than India, the world's third-largest car market by volume.

(Business Today)

Paytm to invest €9 million in Europe arm to fund business expansion: Fintech firm One 97 Communications, which operates under the Paytm brand, on Monday said its wholly-owned subsidiary Paytm Cloud Technologies will invest 9 million euro in its European payment entity. "...The Board of Directors of PCTL (Paytm Cloud Technologies Limited)...has approved an additional investment by way of subscription to 9 million equity shares of EUR 1 (one euro only) each at a total consideration of EUR 9 million (nine million euro), in its wholly-owned subsidiary, Paytm Europe Payments S.A (Paytm Europe)," the company said in a filing.

(Business Standard)

India's FY27 fertiliser subsidy may top Rs.3 trn if West Asia crisis persists: Fertiliser subsidy given by the Union government this financial year may even top Rs.3 trillion if the crisis owing to the war in West Asia lingers, a senior government official said on Monday. “We (India) have sufficient stocks of fertilisers, in excess of 20 million tonnes,” said Krishna Kant Pathak, joint secretary, Department of Fertilisers. “But there is a cost to it. The cost, which before the war was around Rs.2 trillion, will, I feel, grow substantially …  it (fertiliser subsidy) could be more than Rs.3 trillion,” Pathak said while addressing a roundtable discussion titled “De-risking India’s Fertiliser Supply Chain and Demand Management Amid Rising Geopolitical Risks”, organised by the Indian Council for Research on International Economic Relations (Icrier)..

(Economic Times)


SEBI proposes dynamic framework for Option strike prices to improve trading continuity: SEBI, has proposed to allow exchanges a flexible and standardized framework for the introduction and management of strike prices in options contracts across exchanges during trading hours. The proposal aims to improve trading continuity during periods of sharp market volatility and enhance ease of doing business in the derivatives segment. A strike price is the fixed level at which traders can buy or sell an underlying asset, such as a stock or index, in an options contract. Traders rely on a range of strike prices to take positions based on their market outlook or to hedge existing exposures. The availability and relevance of these strike prices are critical for efficient trading.

(Moneycontrol)

CBDT pushes banks, MFs to file error-free transactions by May 31: With less than a week left before the May 31 deadline, officials from the Central Board of Direct Taxes (CBDT) urged banks, co-operative banks, mutual funds (MFs), companies, property registration authorities, foreign exchange dealers, and other specified institutions to ensure timely and error-free filing of the Statement of Financial Transaction (SFT) for 2025–26. Under the income-tax (I-T) law, these reporting entities are required to furnish details of specified high-value transactions — such as interest payments, dividends, securities trades, MF investments, and property deals — to the I-T department.

(Business Standard)

RBI forms panel to study quantum technology risks in finance sector: The Reserve Bank of India (RBI) has formed an eight-member panel to study issues related to quantum technology and recommend a roadmap and framework to quantum-secure the Indian financial system. “Quantum technology represents a paradigm shift compared with traditional systems as it leverages the principles of quantum mechanics, such as superposition and entanglement. This enables quantum systems to address complex financial problems such as portfolio optimisation, risk assessment, macroeconomic modelling, etc,”

(Business Standard)


ABRAHAM ACCORDS

·     The Abraham Accords are a series of historic U.S.-brokered agreements signed in 2020 designed to normalize diplomatic, economic, and security relations between Israel and several Muslim-majority nations.

·     Signed in September 2020, the first accords established formal ties between Israel, the United Arab Emirates (UAE), and Bahrain. Shortly after, Sudan and Morocco also agreed to normalize relations with Israel. The accord groupings have continued to expand, with Kazakhstan formally joining the coalition.

·     Instead of conditioning diplomatic recognition of Israel on the resolution of the Israeli-Palestinian conflict, participating states prioritized mutual economic growth, technology sharing, and strategic coordination.


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 : 95.2047

INR / 1 GBP : 128.3486

INR / 1 EUR : 110.8157

INR /100 JPY: 59.9100

EQUITY INDEX

Sensex: 76488.96 (+1073.61)

NIFTY: 24031.70 (+312.40)

Bnk NIFTY: 55293.65 (+1238.30)


Historical events: On May 26, several defining moments shaped history, including Napoleon Bonaparte being crowned King of Italy in 1805 and the miraculous evacuation of Allied troops from Dunkirk beginning in 1940. For India, this date is highlighted by the swearing-in of Narendra Modi as the 15th Prime Minister in 2014.

 

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