BUSINESS
Is Yes Bank ready for a big-league backer?
The short term potential return for putting capital into the bank isn’t lucrative.
BUSINESS
Why private sector banks couldn’t rake up a decent operating profit growth in Q4
Operating profit growth could elude private sector lenders for some more time
BUSINESS
Bajaj Finance shows art of setting expectations serves well
The lender has set the guidance for FY26 on various metrics that it aims to achieve.
BUSINESS
IDFC First Bank’s micro loan pain may be over as margins show signs of relief
A healthy deposit growth has been a good anchor for IDFC First Bank
BUSINESS
Data Story: The incredible rise of Indian fintechs
India’s BFSI sector has been a beacon of returns even during dark times
BUSINESS
Two biggest private banks face a slowdown, but also show resilience
Net interest margin would be a key metric to see in FY26
BUSINESS
A wider co-lending scope is a boon to small businesses
India’s mom-and-pop shops need access to cheap credit and a partnership of banks and NBFCs can get this done.
BUSINESS
Liquidity takes the lead in RBI strategy
The Reserve Bank of India’s evolving stance on liquidity underpins its monetary policy
BUSINESS
Quick Take: RBI bats for growth as Trump’s tariffs loom
BUSINESS
A currency war encore? China may already be on it
Trump’s tariffs have made Asian central banks’ jobs complicated amid a brewing currency war.
BUSINESS
Can RBI stop the bleeding in markets? It can try
The cost of capital is central to the RBI’s policy in its efforts to keep inflation-growth dynamics conducive
BUSINESS
What is the sharp slowdown in fintech loans warning us of?
Fintechs are seeing personal loans slow down, but this corner of their book is keeping overall risk elevated
BUSINESS
Are NBFCs back to being reckless in unsecured retail lending?
Non-banks are beginning to take big bites out of unsecured lending again
BUSINESS
Bain Capital brings the much-needed shine to Manappuram Finance’s gold business
Bain’s entry gives the sparkle to India’s gold loan market as much as gold adds a shine to Bain’s portfolio.
BUSINESS
Can Fin Homes investors must brace for a slower revival of loan growth
Affordable housing segment is a growth bet for investors, and Can Fin Homes is yet to show it
BUSINESS
Farewell Allianz, hello growth? Bajaj Finserv’s post-exit prospects
Bajaj Finserv’s investors will benefit once insurance firms begin to contribute more to the company's profitability
BUSINESS
Bond investors must pay attention to RBI’s forex forward book for direction
Bonds can bask in policy rate cut expectations but watch for forex forward unwinding
BUSINESS
IndusInd Bank’s derivatives mess shows credibility trumps all for investor faith
The hit from derivatives discrepancies could result in a net loss in IndusInd Bank’s March quarter
BUSINESS
Stress lurks in two-wheeler finance; lenders, investors must stay watchful
Two-wheeler loans are a small proportion of lenders’ loan books but are important enough to be monitored.
BUSINESS
Industry loan growth signals a late recovery of private capex
If companies aren’t confident enough to borrow, there is no path for private capex revival
BUSINESS
How liquidity dictates policy transmission more than rate changes
BUSINESS
Chart of the Day: How to read RBI’s forex intervention? Look both sides
Forex intervention is a necessity in the age of growing global uncertainties.
BUSINESS
Dual regulation must go to arrest frequent deaths among cooperative banks
Dual regulation is making cooperative banks a cesspool of corruption
BUSINESS
Two years since whip on unsecured loans, which banks are toeing the regulatory line?
Unsecured lending has been reined in but stress is about to flare up more.
