BUSINESS
Bajaj Housing Finance needs more than a successful IPO to become the next HDFC
Bajaj Housing Finance would need a steady growth rate and consistently pristine asset quality to become the most valued HFC
BUSINESS
It's time for the RBI to be truly flexible on inflation targeting
The RBI needs to adapt flexibility and focus not just on headline inflation but on core too
BUSINESS
How private lenders are winning the margin game
Private sector banks have a high share of EBLR loans, giving them pricing flexibility
BUSINESS
Moneycontrol Pro Panorama | Some investing lessons we learn, some we forget
In Moneycontrol Pro Panorama August 30 edition: Explaining the Unified Pension Scheme, bans will mot fix the drug problems, surge in digital payments empower small businesses, RIL unveils bold plans for investor benefit, and more
BUSINESS
High attrition may finally cool off for India’s banks
Attrition rate at private sector banks has eased to 29 percent in FY24 from 36 percent in FY23
BUSINESS
The red herring of bank deposits being diverted to mutual funds
RBI has slowed money creation dramatically which has crimped deposit growth.
BUSINESS
Moneycontrol Pro Panorama | The stories we tell ourselves
In today's Moneycontrol Pro Panorama edition: RBI’s forex intervention on solid ground, a pause in realty sector warrants some caution, India may have the edge in brokering peace between Russia and Ukraine, decoding the impact of inflation on your personal life, and more
BUSINESS
Early RBI warnings on top-up loans is fair, but LAP is the real worry
Small ticket loan against property is expected to grow 20-25 percent CAGR over next five years
BUSINESS
RBI study puts rate cuts at the mercy of food inflation
Yet again, the RBI’s rate actions depend on factors out of its control, such as the weather.
BUSINESS
Moneycontrol Pro Panorama | Of pivots, and the price of faith
Moneycontrol's Pro Panorama for August 16: Indian pharma sector recovers slightly, some factors that could affect liquidity in coming weeks, can India’s textile industry capitalise on Bangladesh crisis, sexual offence laws changed but implementation a problem, and more
BUSINESS
A bumper business growth won’t bring margin relief for private life insurers
July saw business growth at high double digits for most private sector life insurers
BUSINESS
Indians share RBI’s worry on inflation but not its enthusiasm on growth
Households see higher inflation but not promising growth prospects.
BUSINESS
Moneycontrol Pro Panorama | The unbearable weight of food inflation
Moneycontrol Pro Panorama August 8 edition: India’s steel producers caught in a hard place, MPC has a history of dissent, digital risks loom large over banking sector, unchecked development triggers environmental catastrophe, and more
BUSINESS
Can SBI get away with low deposit growth in FY25?
SBI has enough liquidity or excess SLR to fund its loan growth target for FY25
BUSINESS
Moneycontrol Pro Panorama | Infosys and the unease of doing business
On Moneycontrol Pro Panorama's August 2nd edition: ITC's cigarette business saves the day, Adani Vs Birla - its the battle of the giants, Centre’s stand on anti-conversion law, mixed outing for auto sector in July, and more
BUSINESS
Elevated stress of SBI Cards points to trouble in plastic paradise
Credit cards are a high-yielding but high risk business and standalone card issuers cannot hide troubles like banks can.
BUSINESS
Q1 shows FY25 could be the year of the banking underdogs
Stocks of mid-sized and smaller private sector banks have delivered outsized returns to investors since January.
BUSINESS
Moneycontrol Pro Panorama | RBI fortifies the banking system, but at a cost
In this edition of Moneycontrol Pro Panorama: Budget announcement triggers mini gold rush, the developing AI conundrum, need better budget plans to tackle climate change, reasons for backlash on capital gains rationalisation, and more
BUSINESS
Bajaj Finance’s Q1 asset quality sours an otherwise optimistic growth outlook
Margin contraction and signals of increasing stress haven’t dampened the lender’s outlook
BUSINESS
ICICI Prulife must work past its Ulip-driven growth for profitability
Unit linked insurance products are selling like hot cakes, driven by a bullish market.
BUSINESS
With Budget behind, bond market’s fortunes now lie in the hands of foreign investors
A lower fiscal deficit target in the Union Budget 2024 should inspire any fence-sitting foreign investor to make a go for Indian bonds
BUSINESS
Can bond market make fiscal discipline look like a stimulus?
Fiscal prudence can lead to a sovereign rating upgrade and lower bond yields, says Economic Survey
BUSINESS
Moneycontrol Pro Panorama | A rate of debate
In this edition of Moneycontrol Pro Panorama: Will Indian pharma recover soon?, what are the potential market movers this budget, India upping its stakes on global value chain, focus on manufacturing boom through tax incentives, and more
BUSINESS
Union Budget 2024: Will this year be affordable housing’s big comeback?
Budget 2024-25: Affordable housing is on the cusp of sustained growth and all it needs is continued government push.
