BUSINESS
Banks are between a rock and a hard place on policy transmission
MSME borrowers have come under strain and banks have begun to increase the spread on loan rates to capture credit risk
BUSINESS
Affordable housing finance companies face growth slowdown as market matures
Elevated operating costs and pressure on margins would keep growth under check
BUSINESS
Moneycontrol Pro Panorama | How to keep calm and bank on
In August 26 edition of Moneycontrol Pro Panorama: It's silver's moment to shine, lucrative domestic manufacturing would stem fertiliser shortage, impact of rate cuts on consumers, Job Hugging is a threat to India’s skill ambition, and more
BUSINESS
Moneycontrol Pro Panorama | Why a parent’s wallet is greater than uncle’s gift
In August 22 edition of Moneycontrol Pro Panorama: Indian traders entering crypto trading must know this, renewable energy faces climate change heat, India needs to capitalise on the moment to lead in the Middle East, and more
BUSINESS
Trump’s tariffs united both doves and hawks of MPC in August
Whether the outlook for growth was benign or worrisome, tariffs ensured that all members were wary of taking action
BUSINESS
Why India’s bond market is not elated with the S&P rating upgrade
Not everything in the economy is positive for bonds right now
BUSINESS
Proposed IBC amendments fortify the code, lenders get more power
Lenders have been given far reaching powers in the proposed amendments to the code.
BUSINESS
An 8-year low retail inflation is more arithmetic than rate cut signal
Can a declining inflation and a rising one trigger the same central bank response?
BUSINESS
ICICI Bank and the premiumisation of bank accounts
The biggest risk in hiking minimum balance is a slowdown in low cost savings account deposit and loss of market share to competition
BUSINESS
Moneycontrol Pro Panorama| How to ride the tariff dragon
In August 8 edition of Moneycontrol Pro Panorama: India’s new energy revolution faces old problems, the enduring lure of consumer-oriented start-ups in India decoded, municipal bonds can help unlock India’s urban future, and more
BUSINESS
RBI surveys show Indians are becoming more cautious on jobs, prices
Rural consumers are willing to increase discretionary spending in the future even though a lesser number expect improvement in job prospects
BUSINESS
Quick Take: RBI lowers its inflation projection, but has it missed the bus on policy action?
Why did the RBI choose to worry about a higher 1-year ahead inflation when the increase would be mostly statistical?
BUSINESS
Data Story: Trends in bank credit that should worry RBI
Unsecured retail has bounced back; gold loans are keeping up pace and MSME lending is the mantra for banks in Q1
BUSINESS
Moneycontrol Pro Panorama | We are not OK, but we can be
In Moneycontrol Pro Panorama August 1 edition: India should not give in to Trump's tariffs, markets shrug off Trump’s tariff shocker, IMF is bullish on global growth amid tariff chaos, can India avoid the penalties over Russian oil?, and more
BUSINESS
Tariffs, disinflation should motivate RBI’s MPC to vote for rate cut
Tariffs will first hit growth and then inflation. The RBI needs to act accordingly.
BUSINESS
RBI study finds Indians can’t agree on inflation expectations
Given the diversity in socio-economic conditions, Indian households do not converge near a common inflation expectation
BUSINESS
Moneycontrol Pro Panorama | A blind box of Labubus and private credit
In Moneycontrol Pro Panorama July 25 edition: India should lead climate change fight after US U-turn, impact of India-UK trade deal on businesses, a deep dive on Q1 IT numbers, rural India can power the next trillion-dollar growth, and more
BUSINESS
Surplus liquidity is firing up the corporate bond market
Whether surplus liquidity stokes bond issuances or loan growth, the ultimate goal of funds being used for capex is easier said than done.
BUSINESS
Mi CASA, Su CASA: The shifting tides of deposits among banks
Low urban wage growth has been one of the structural drags on deposit growth, especially CASA.
BUSINESS
Moneycontrol Pro Panorama | Giving credit where it is due
For Moneycontrol's Pro Panorama July 18 edition: How are EV sales faring in India, what a further dip in inflation means for consumers, government’s fertiliser subsidy estimate faces risk from rising prices, and more
BUSINESS
After Q1 slump, will Axis Bank regain momentum in FY26?
Axis Bank’s retail loan growth is disappointing and its home loans have hardly grown in many quarters
BUSINESS
Q1 show of top two life insurers gives investors hope for better FY26
Indians are moving away from ULIPs, at least temporarily, as equity markets get volatile
BUSINESS
For Q1, past will outshine present as life insurers brace for soft FY26
Growth may drag in Q1 but life insurers may report robust profitability
BUSINESS
Moneycontrol Pro Panorama | Tariffs and the cobra effect
In Moneycontrol's Pro Panorama July 11 edition: Jane Street under SEBI scanner, giving workers their due a step towards lowering income inequality, slowing nominal GDP signals soft corporate earnings, controversy over portrayal of Bharat Mata's depiction in Kerala, and more
