BUSINESS
Resilient loan segments make some NBFCs a good pick amid downturn
Housing finance continues to win among investors and unsecured lending is an untouchable.
BUSINESS
A handful of states beget more stress for banks chasing credit growth
Not only are bad loans concentrated in a few states, they are also from a handful of segments.
BUSINESS
Moneycontrol Pro Panorama | A costly return journey
In this edition of Moneycontrol Pro Panorama: India’s gig economy needs to balance growth and workers' rights, timing the market is overrated, four heritage destinations to escape Delhi's high pollution, construction firms’ earnings maybe on rocky ground, and more
BUSINESS
Moneycontrol Pro Panorama | Global trade will survive Trump, with bruises
For Moneycontrol's Pro Panorama November 22 edition: PMI data shows accelerating growth but core inflation rising too, revamping the SME IPO landscape, RBI needs a free hand in rate setting, Canada calling India 'cyberadversary' a deliberate move, and more
BUSINESS
How much is too much in RBI’s forex market intervention?
Central bank interventions tend to distort market price but that is a cost worth taking sometimes
BUSINESS
Fusion Microfinance’s scary Q2 shows all that is wrong among microlenders
Fusion’s problems represent all that is wrong with the microfinance industry, mainly loose underwriting process.
BUSINESS
Moneycontrol Pro Weekender | A resilient but frayed economic tapestry
Though markets have taken a beating this week, there is enough optimism left among investors with an undercurrent of disquiet
BUSINESS
Banks are de-risking their loan book, but not all risky loans are slowing
It is once again safer to lend to big companies and avoid unsecured small loans
BUSINESS
Trump’s trade war threat against China signals a bumpy ride for India’s exchange rate
Trump’s trade policies would make Asian economies get into a currency war soon and the Indian rupee won’t be able to avoid it.
BUSINESS
SBI Life’s growth comes under pressure in Q2, but FY25 won’t disappoint
Protection business fell during the September quarter, which could weigh on profitability prospects.
BUSINESS
Moneycontrol Pro Panorama | What’s in a million?
For Moneycontrol's Pro Panorama October 23 edition: IT companies bet big on India and Middle East, consumption remains India’s driving force, the secondary market may be in a shakeout, boost to Ambuja’s operational efficiencies, and more
BUSINESS
Credit bureau numbers show why RBI sounded alarm on non-bank microfinance lenders
Microfinance borrowers are a vulnerable lot and lenders need to assess credit appropriately.
BUSINESS
Moneycontrol Pro Panorama | The spirit of the Indian investor
In this edition of Moneycontrol Pro Panorama: India’s manufacturing reset offers investor opportunities, it’s Sorens vs BJP in Jharkhand, top IT firms add employees reversing four quarters of decline, and more
BUSINESS
IMF calls for fiscal tightening as global debt set to balloon beyond $100 trillion
Public debt is enemy no. 1 of growth, irrespective of the size of the economy or debt
BUSINESS
Can asset sales fix the woes of public sector general insurers?
Growing profitable underwriting business is the key to survival for public sector general insurers.
BUSINESS
Early asset quality unease must keep bank investors on alert beyond Q2
Q2 would just be a peak in the quality of the loan book, but investors must closely watch the upcoming quarters
BUSINESS
Moneycontrol Pro Panorama | Horses for courses
In today's edition of Pro Panorama: Life beyond TCS Q2, outlook for Indian stocks, what tied up RBI's hand and much more
BUSINESS
With stance changed to neutral, will RBI canter, trot, or gallop towards rate cuts?
Inflation is now more of a lean horse than a stubbornly heavy elephant. Bringing it under control is still no easy task
BUSINESS
RBI’s draft norms on bank subsidiaries take aim at plugging regulatory holes
Banks cannot have NBFC subsidiaries that are in the same business as the parent
BUSINESS
Moneycontrol Pro Panorama | A Middle Eastern nightmare or a Chinese wake-up call?
In today's edition of Pro Panorama: China weighs on Indian markets, RBI already in monetary easing mode, a hotel stock with wide view, the Bangladesh conundrum and much more
BUSINESS
Know your MPC: What the three new members bring to the table
The first meeting of MPC with new external members is unlikely to throw up dissent.
BUSINESS
Has the stock market made Indian households rich, post pandemic?
Bullish equity markets make for great household wealth creation, but what goes up also comes down
BUSINESS
Moneycontrol Pro Panorama | What is your money chasing today?
Moneycontrol Pro Panorama September 27 edition: Work and happiness can co-exist, will climate investors bite dirty-funding bait, a tale of two Stupas, when is it the right time to invest in ESG funds, and more
BUSINESS
There is more pain in store for banks from credit cards
A busy third quarter doesn’t spell good news for asset quality.
