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
Moneycontrol Pro Panorama | Did tariffs kill the cat?
In Moneycontrol's Pro Panorama March 5 edition: India needs more fintech startups soon, BSP's future looks bleak, retail auto sales hinder consumption recovery, tech firms oppose data transfer curbs in DPDP Act, and more
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
Moneycontrol Pro Panorama | Change or chaos?
In Moneycontrol's Pro Panorama February 28 edition: Indian Pharma needs to step up its game, building AI edge through smart infrastructure, the afterlife of judiciary’s oral observations, what’s next for Indian and US markets, and more
BUSINESS
How liquidity dictates policy transmission more than rate changes
BUSINESS
Moneycontrol Pro Panorama | The things that keep us honest
In February 21 edition of Moneycontrol Pro Panorama: Trump risks making the same mistakes as Biden, all eyes on market valuations, state borrowings could lead to a collapse, this defence PSU stock is a great buy, and more
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
Moneycontrol Pro Panorama | Tariffs, talks and lengthening uncertainty
In Moneycontrol's Pro Panorama February 14 edition: India’s milk revolution is fizzling out, reviving ‘vaad’ India’s traditional method for debates, tackling litigation delays to boost economic growth, changes in Income Tax Bill decoded, and more
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.
BUSINESS
A change of guard at the RBI may not mean a change of approach in forex
New governor Malhotra has stuck to the old script when it comes to forex intervention, both in talk and walk
BUSINESS
Banks, NBFCs on better footing after RBI softens regulatory stance
Tighter regulations are now deferred but relief on margins won’t be quick for banks
BUSINESS
Moneycontrol Pro Panorama | No frills, just efficiency from RBI
In this edition of Moneycontrol Pro Panorama: Interest rates and the two sides of liquidity, can bank stocks manage to exit the flux, IPO mistaken for easy capital, have the central bank's lost their independence, and more
BUSINESS
Budget push for MSMEs would work, but safeguards are key
Credit push of the budget comes when lenders and banking regulator are growing increasingly uneasy towards MSMEs
BUSINESS
Tariffs make dollar supreme, India’s choices more difficult than ever
Amid tariffs, the RBI will need to choose a battle it can win: either exchange rate or domestic inflation
BUDGET
Moneycontrol Pro Panorama | Budget 2025: A pivot to consumption
In this Budget special edition of the Moneycontrol Pro Panorama: Budget 2025 big picture explained, reforms missing but banks could benefit, it’s business as usual for stock market traders, urban consumption gets a a sizeable boost in Budget, and more
BUSINESS
Government did not rock the boat for bonds as Budget restrains borrowing
There is no negative domestic factor for the bond market this year
BUSINESS
AI makes banks smart, but pain points remain, says Economic Survey
Relying extensively on AI to assess credit risk of a potential borrower opens up the bank to future vulnerabilities
BUSINESS
Moneycontrol Pro Panorama | Seeking an AI headstart
In this edition of the Moneycontrol Pro Panorama: India Inc's geo-strategic policy in action, the outcome of SEBI's action on finfluencers, Indian steel majors affected by cheap Chinese products, banks must rethink deposit strategies for the youth, and more
BUSINESS
Bajaj Finance Q3 burnishes its growth record, but asset quality needs watching
Reasons to doubt Bajaj Finance’s growth momentum seem to have largely disappeared
BUSINESS
RBI’s measures are a relief, but is the bond market divorced from liquidity realities?
Bond yields are down sharply since the beginning of FY25 even as liquidity progressively tightened.
