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
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.
BUSINESS
A fix for fixed income lies with the government or RBI?
A tight fiscal policy and an accommodative monetary policy is the best outcome for bonds
BUSINESS
Life insurance’s next big growth is in a distribution makeover
In FY25, the growth in commissions for life insurers was higher than business growth.
BUSINESS
In Q3, NBFCs to show more bang for buck but microfinance to bleed
The December quarter is a bumper one for NBFCs focused on consumption-based lending
BUSINESS
Banks may see robust loan growth in Q3, but margins may bite
Credit growth has improved across banks but deposits are another story
BUSINESS
Data Story | Big dreams, and bigger leverage fuel India’s small business loans
India’s small firms have greater access to formal credit but that should come with a warning against too much leverage.
BUSINESS
Data Story: Why 2025 RBI forex operations will influence its actions in 2026
The RBI may have more elbow room to intervene in 2026 as its forward book lightens
BUSINESS
Can a Goldilocks economy rescue rupee from the bears in 2026?
The short answer is we don’t know but hope springs eternal
BUSINESS
Insurance FDI hike to 100% is not a panacea for the industry
Insurance business is largely a distribution game, an area where local players hold the fort
BUSINESS
Beyond GST boost, slower growth and margin threat await life insurers
Large, listed life insurers have seen valuations gallop even though business growth hasn’t.
BUSINESS
RBI will find it challenging to trounce a steep bond yield curve
The spread between the 10-year benchmark yield and the 30-year bond yield has remained wide this year
BUSINESS
Banking stocks have outperformed this year, but the best is yet to come
FY26 may disappoint on return on assets but banks will reward their investors in FY27 and FY28
BUSINESS
RBI can explain a liquidity measure easier than a rate cut this time
The need of the hour is not a debatable rate cut but a fix for liquidity
BUSINESS
India’s private banks get another shot at wealth as Deutsche Bank queues up to exit
India’s wealth management industry is a hot bed for growth right now
BUSINESS
Can the bond market succeed in bringing in RBI as a big buyer?
Tight rupee liquidity is largely the result of the RBI’s forex interventions
BUSINESS
DCB Bank flexes its growth potential, but investors will reward delivery
The bank has the right mix of granularity in both deposits and loans
BUSINESS
Why investors are split over the dollar’s fate as US shutdown ends
The US shutdown may have given the dollar a break from volatility but its effect on the economy could hurt the greenback.
BUSINESS
Bajaj Finance’s Q2 shows tax cuts powered consumer loans, but stress lurks
GST cuts pushed Indians to indulge in festival purchases, powering up Bajaj Finance’s loans
BUSINESS
Is there finally light at the end of the tunnel for microfinance loans?
Microfinance loans are showing reduction in stress but growth isn’t in sight yet.
BUSINESS
Data Story: Bank credit growth can run beyond the festive sprint
Festivals may be nearing an end but Indians may continue to indulge some more as tax cuts have increased affordability.
BUSINESS
Chart of the Day: Is it time to retire the debit card?
Debit card transactions are being cannibalised by UPI
BUSINESS
Keep calm and an eye on the rupee as liquidity turns deficit
November will see about Rs 1.2 trillion of liquidity infusion from remainder of the CRR cut
