BUSINESS
Moneycontrol Pro Panorama | When war comes for Goldilocks
For Moneycontrol's Pro Panorama March 6 edition: What does slowing gold ETF inflow mean, SGB market adjusting as tax perks trimmed post‑Budget, regime change plan in Iran seems futile, and more
BUSINESS
History shows West Asia can burn rupee more than any other geopolitical clash
India’s dependence on the Middle-East goes well beyond oil and that is not good for the rupee
BUSINESS
Moneycontrol Pro Panorama | Betting on AI's uneven future
In this edition of Moneycontrol Pro Panorama: AI risks underappreciated in Indian markets, markets rise despite record uncertainty spikes, bigger loans hint rising household leverage, earnings point to manufacturing-led GDP boost, and more
BUSINESS
Data Story: Why banks are back as main funding source for firms
NBFCs have lost a big chunk of their share in funding because of higher borrowing costs for themselves.
BUSINESS
The rupee faces a silent killer – uncertainty
The rupee may not revisit record lows but it may not gain in a market shrouded in uncertainty.
BUSINESS
Moneycontrol Pro Panorama | Making AI count
For Moneycontrol Pro Panorama Feb 20 edition: India’s AI potential depends on institutional reforms, regulator increases insurance rules, rooftop solar growth faces significant challenges, China and India diversify investments, and more
BUSINESS
SC spectrum ruling hits recoveries for banks, but the real damage is on lending to telcos
The real damage from SC’s ruling on spectrum is not recoveries but the caution on lending to telcos now
BUSINESS
Moneycontrol Pro Panorama | Making banks great again
In this edition of Moneycontrol Pro Panorama: January CPI uptick signals renewed price pressures, prolonged rate pause likely as inflation persists, money market tools drive strong deposit growth, rare earth challenges which we need to overcome, and more
BUSINESS
Star performers in Q3, PSU banks gear up for more business as capex comes calling
The boost to exports from the trade deals with the US and Europe is making companies build capex plans, a boon for banks
BUSINESS
RBI survey shows a nervous urban consumer, but help is around the corner
The trade deals with US and Europe could lift spirits of the Indian urban consumer in coming months.
BUSINESS
Moneycontrol Pro Panorama | Keep calm and show up
For this edition of Moneycontrol Pro Panorama: RBI prioritises credibility over applause in policy stance, India’s data centre expansion faces power supply constrains, interest rate transmission remains uneven across banking system, and more
BUSINESS
Why investors must keep an eye on Bajaj Finance’s asset quality, post Q3
Bajaj Finance has proactively set apart provisions using ECL method against potential stress, but investors should remain wary
BUSINESS
US-India trade deal may ease RBI’s trilemma, but not its policy rate
The India-US trade deal has brightened the prospects for growth and the exchange rate. The first reduces the need to cut rates and the second reduces the RBI’s need to intervene.
BUSINESS
IDFC First Bank must refocus on corporate loans for margin protection
Shedding corporate loans and going full throttle on retail was a survival strategy which now must change
BUSINESS
Moneycontrol Pro Panorama | Sunday's Budget brunch gives markets indigestion
For the Budget edition of Moneycontrol Pro Panorama: Budget meets targets but lacks excitement and bold initiatives, corporate tax changes may reduce earnings growth for companies, increased borrowing complicates RBI’s monetary policy planning, and more
BUSINESS
Budget's higher market borrowing for FY27 queers the pitch for RBI
Making the debt-to-GDP ratio central to fiscal policy is a medium-term silver lining.
BUSINESS
Moneycontrol Pro Panorama | Waiting for Godot?
In this edition of Moneycontrol Pro Panorama: Budget opportunity to offset Trump-era tariff disruptions, Economic Survey overestimates patience and underplays near-term risks, high input costs threaten India’s competitiveness, and more
BUSINESS
Economic Survey urges microfinance lenders to move beyond impact washing
Commercial capital has given financial inclusion a leg-up by allowing micro-finance lenders to scale up.
BUSINESS
Don’t fret a weak rupee, but don’t ignore it either, says Economic Survey 2026
Exchange rates are influenced not just by trade balance but also what happens in the capital account.
BUSINESS
Banks’ Q3 struggle: Deposits trail loans, CASA falls, PSBs worse off
Despite a revival in credit growth, Indian banks continue to grapple with sluggish deposit mobilisation and declining low-cost CASA ratios, putting pressure on margins and complicating monetary policy transmission.
BUSINESS
RBI doesn’t hold back on liquidity measures, but needs a fiscal hand too
Changing contours of global trade and increasing volatility is something that the government must address.
BUSINESS
Moneycontrol Pro Panorama | A good economy in a bad market
For this Moneycontrol Pro Panorama edition: Financing frameworks critical to scaling climate transition, strategic M&A signals pivot towards innovation, earnings trends test investor confidence and valuations, and more
BUSINESS
Tariffed and Tokyoed: The Indian rupee's perfect storm
India’s GDP growth is expected to be healthy in FY27 but the rupee may not reflect it
BUSINESS
RBL Bank’s Q3 makes investors twitch as big money waits in the wings
The expected foreign capital infusion from Emirates NBD is critical for RBL Bank’s next leg of growth to come true.
