BUSINESS
West Asia war impact is coming for NBFC balance sheets soon
NBFCs would be fighting multiple fires as the West Asia war drags on.
BUSINESS
RBI’s axe on forex arbitrage is a messy way to curb rupee fall
The success of the curbs on open positions in making the rupee bounce back could be short lived.
BUSINESS
Moneycontrol Pro Panorama | Peace and panic
In March 27th edition of Moneycontrol Pro Panorama: Middle-East war raises early global stagflation concerns, India forex reserves spark debate on adequacy, LPG shortage hits migrant workers and MSMEs, foreign policy should prioritise diversity in relationships, and more
BUSINESS
For life insurers, ULIPs may spoil an otherwise strong end to FY26
Selling ULIPs is a tall task for insurers in this quarter as benchmark equity indices have fallen sharply
BUSINESS
Axis Max Life benefits more from Axis Bank’s funding than its distribution network
Axis Bank’s contribution to Axis Max Life business growth has been declining
BUSINESS
Moneycontrol Pro Panorama | Wars: Battlefields to boardrooms
In this edition of Moneycontrol Pro Panorama: Gulf conflict tests India’s macro and bond stability; war impacts MSMEs, banks must monitor loans closely; deeper correction ahead for markets, and more
BUSINESS
As microfinance lenders target higher ticket size, leverage could become a risk
Microfinance portfolio would continue to shrink and by doing so it would get better.
BUSINESS
February growth bounce signals strong end to FY26 for life insurers
Life insurers are on a decent growth path this year but it is margins that would set them apart in the market
BUSINESS
Moneycontrol Pro Panorama | Markets may heal faster than the economy
In this Moneycontrol's Pro Panorama edition: AI transformation inevitable but social consequences remain uncertain, policy tweak may signal easing investment ties with China, LPG shortages highlight need to rethink cooking energy, and more
BUSINESS
Three signs that policy rate cut transmission is likely over
Policy rate cut transmission may finally be over as lending rates are climbing
BUSINESS
Rupee under pressure: How the West Asia war is forcing RBI's hand on bonds
The RBI announced last week that it would purchase Rs 1 trillion worth of government bonds in two tranches
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.
