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Pulse · refreshed 2 weeks, 6 days ago

The macro pulse that moves your home price.

Repo rate, 10Y G-Sec, cement & steel proxies, REIT performance, and the headlines that move them. Free, open data — the same numbers your bank watches.

RBI repo rate

6.50%

Held since Feb 2023. Markets pricing two cuts H1 FY26.

10Y G-Sec yield

6.92%

-0.45% · last mo

Cement proxy

₹12481

+2.40% · last mo

Embassy Office Parks REIT

₹388.40

+3.10% · last mo

Every signal we track.

Brent crude

$87.20

+4.10% · last mo

ICE futures

Cement (Construction Materials Index proxy)

₹12480.50

+2.40% · last mo

Equal-weight UltraTech + Ambuja + ACC

NN Construction Materials Index

108.40

+1.30% · last mo

Internal · cement + steel + glass + aluminium

Embassy Office Parks REIT

₹388.40

+3.10% · last mo

NSE · EMBASSY

10Y G-Sec yield

6.92%

-0.45% · last mo

FBIL · CCIL

Mindspace REIT

₹372.80

+1.20% · last mo

NSE · MINDSPACE

RBI repo rate

6.50%

RBI · Monetary Policy Committee

Steel (TATA + JSW)

₹1180.20

-1.80% · last mo

Equal-weight TATASTEEL + JSWSTEEL

Co-working absorption in Cyber City touches all-time high

Market · JLL India

Co-working absorption in Cyber City touches all-time high

WeWork, Awfis, Smartworks lead leasing. Average ticket: ₹26,500/seat/month.

2 weeks, 6 days ago

Centre approves PMAY-Urban 2.0 with ₹2.30 lakh crore outlay

Policy & RBI · PIB

Centre approves PMAY-Urban 2.0 with ₹2.30 lakh crore outlay

The new scheme targets 1 crore urban poor families over five years with direct subsidy on home loans.

3 weeks ago

Cement prices firm by 2.4% MoM in Q1 — north zone leads

Commodities · BigMint

Cement prices firm by 2.4% MoM in Q1 — north zone leads

Higher coal and pet-coke costs squeezing manufacturer margins. Most majors flag price hikes for FY26 Q2.

3 weeks ago

10-year G-Sec yield slips below 6.95% — first time in 11 months

Interest rates · BloombergQuint

10-year G-Sec yield slips below 6.95% — first time in 11 months

Bond markets price in two MPC cuts in H1 FY26. Home-loan refi window opening up.

3 weeks ago

Red Sea shipping disruption may push steel rebar prices 4–6%

Geopolitics · Business Standard

Red Sea shipping disruption may push steel rebar prices 4–6%

Containerised rebar imports are getting re-routed via Cape of Good Hope, adding 11–14 days to NCR delivery.

3 weeks ago

First listed industrial REIT in India in advanced regulatory talks

REIT & funds · Bloomberg India

First listed industrial REIT in India in advanced regulatory talks

Allcargo and IndoSpace among contenders. Targeted IPO Q3 FY26.

3 weeks ago

Maintenance fees in NCR societies up 14% YoY — security and power lead

Market · Mint

Maintenance fees in NCR societies up 14% YoY — security and power lead

Solar transition delays in 26 societies; diesel-genset costs are the swing variable.

3 weeks ago

Gulf real-estate inflows into NCR up 28% — Indian diaspora active again

Geopolitics · Property Guru India

Gulf real-estate inflows into NCR up 28% — Indian diaspora active again

Salaried NRI segment leading the spike. Premium 3–4 BHK in Gurgaon Sectors 65–85 most preferred.

3 weeks, 1 day ago

TMT bar prices ease 1.8% as Chinese mills resume exports

Commodities · SteelMint

TMT bar prices ease 1.8% as Chinese mills resume exports

Imported HRC down ₹2,400/tonne. Effect on under-construction sites: minor — cement still the bigger driver.

3 weeks, 2 days ago

HDFC Bank cuts MCLR by 5 bps — cheapest existing-borrower refi this quarter

Interest rates · Mint

HDFC Bank cuts MCLR by 5 bps — cheapest existing-borrower refi this quarter

Internal MCLR borrowers see EMI relief; new applications still benchmarked to repo + 2.20.

3 weeks, 2 days ago

Average ticket size in NCR jumps 23% YoY to ₹1.85 Cr

Market · Anarock Property

Average ticket size in NCR jumps 23% YoY to ₹1.85 Cr

Premium and luxury segments now make up 41% of new launches — the highest share since 2014.

3 weeks, 2 days ago

Nexus Select Trust crosses ₹400 mark — best-performing retail REIT YTD

REIT & funds · Mint

Nexus Select Trust crosses ₹400 mark — best-performing retail REIT YTD

Driven by 9.3% rental escalation across the 17-mall portfolio. Same-store NOI up 11%.

3 weeks, 2 days ago

NCR housing absorption hits 9-year high in Q1 2026

Market · Knight Frank India

NCR housing absorption hits 9-year high in Q1 2026

Knight Frank pegs Q1 absorption at 18,400 units, led by Gurugram (52% share) and Noida (28%).

3 weeks, 2 days ago

Glass and aluminium prices flat MoM — façade contractors stable

Commodities · Glassonweb

Glass and aluminium prices flat MoM — façade contractors stable

FY26 Q1 façade contracting market expected to grow 14% on Cyber City and Aerocity inventory.

3 weeks, 3 days ago

Signature Global posts Q1 sales of ₹2,180 Cr — 64% YoY growth

Builders & projects · Bloomberg

Signature Global posts Q1 sales of ₹2,180 Cr — 64% YoY growth

Affordable + mid-segment combo continues to outperform. Pipeline 18 projects across NCR.

3 weeks, 3 days ago

Brent crude touches $87 — every $5 move = ~30 bps on home-loan rates over 6 months

Geopolitics · Reuters

Brent crude touches $87 — every $5 move = ~30 bps on home-loan rates over 6 months

RBI's import-cost transmission timeline historically shows lag, but the curve direction is clear.

3 weeks, 4 days ago

Axis Bank rolls out 'transparent rate card' — lists realistic vs. teaser side-by-side

Interest rates · ET BFSI

Axis Bank rolls out 'transparent rate card' — lists realistic vs. teaser side-by-side

Move follows regulatory nudge from RBI's market-intelligence cell on rate disclosure.

3 weeks, 6 days ago

Embassy Office Parks REIT declares ₹6.05/unit Q1 distribution

REIT & funds · Moneycontrol

Embassy Office Parks REIT declares ₹6.05/unit Q1 distribution

Flat YoY; occupancy at 87.4%. Mindspace and Brookfield REIT Q1 results next week.

3 weeks, 6 days ago

Brookfield REIT raises ₹2,300 Cr via QIP — first PE-led REIT to hit this milestone

REIT & funds · ET Realty

Brookfield REIT raises ₹2,300 Cr via QIP — first PE-led REIT to hit this milestone

Funds earmarked for Equinox Phase II acquisition and debt refinance.

4 weeks ago

Birla Estates announces ₹1,800 Cr Sector 71 township

Builders & projects · Mint

Birla Estates announces ₹1,800 Cr Sector 71 township

Three-phase build, possession FY29 onwards. SBI lead-bank for project finance.

4 weeks ago

RBI holds repo at 6.50% — eighth straight pause

Policy & RBI · Reuters India

RBI holds repo at 6.50% — eighth straight pause

MPC kept the repo rate unchanged citing 'persistent food inflation' but signalled rate cuts in early FY26 if vegetable prices stabilise.

4 weeks, 1 day ago

Limestone royalty hike pushes cement input cost up 3%

Commodities · Mining Weekly

Limestone royalty hike pushes cement input cost up 3%

Madhya Pradesh and Gujarat majors most affected. Pass-through to MRP expected by mid-Q2 FY26.

4 weeks, 1 day ago

Godrej Properties bags 23-acre Sector 89 land for ₹1,200 Cr

Builders & projects · Mint

Godrej Properties bags 23-acre Sector 89 land for ₹1,200 Cr

Plotted-development play with possession targeted FY28. Bank syndicate already pre-sanctioning.

4 weeks, 1 day ago

Haryana RERA mandates open-ledger publication for all under-construction projects

Policy & RBI · HARERA

Haryana RERA mandates open-ledger publication for all under-construction projects

Buyers will see how every milestone payment is being deployed — separately for each tower.

4 weeks, 2 days ago

DLF Cybercity Towers VI — pre-launch sees 1,200 EOIs in 48 hours

Builders & projects · ET Realty

DLF Cybercity Towers VI — pre-launch sees 1,200 EOIs in 48 hours

Inventory of 380 units priced ₹4.2–9.6 Cr drew over-subscription. Allotment lottery scheduled for next week.

4 weeks, 2 days ago

Plot prices in South-of-Gurugram corridor up 11% YoY

Market · PropEquity

Plot prices in South-of-Gurugram corridor up 11% YoY

Sector 90, 92, 95 emerging as the next growth band. Builder inventory up 41% YoY.

1 month ago

Resale velocity in NCR drops 18% — buyers favour new-launch over ready-to-move

Market · Liases Foras

Resale velocity in NCR drops 18% — buyers favour new-launch over ready-to-move

Trust-graded new launches are getting absorbed faster than 5-year-old resale stock at the same price.

1 month ago

Stamp duty reduction in UP for women buyers extended through FY26

Policy & RBI · TOI

Stamp duty reduction in UP for women buyers extended through FY26

1% concession (down from earlier 2%) but extended for one more year. Expected to drive Noida absorption.

1 month ago

Lodha Group enters NCR with first Gurugram launch

Builders & projects · Bloomberg India

Lodha Group enters NCR with first Gurugram launch

Mumbai-based Lodha announces ₹3,400 Cr township in Sector 65 — the firm's largest NCR foray.

1 month ago

PNB launches first dedicated 'WFH home' loan with 8.45% starting rate

Interest rates · ET BFSI

PNB launches first dedicated 'WFH home' loan with 8.45% starting rate

Targets non-tier-1 buyers building extensions. Loan-against-property variant included.

1 month, 1 week ago

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