BUSINESS
Q3 to be a quarter of slowdown for banks as asset quality becomes a test
Big banks would be a drag in Q3 while smaller peers may surprise
BUSINESS
Household debt and an emerging K-shaped stress
Lower the income, the higher the borrowing towards consumption and an easier slip towards sub-prime category
BUSINESS
Moneycontrol Pro Panorama | A New Year or just another one?
In the January 3 edition of Moneycontrol Pro Panorama: Fiscal deficit betters in current decade, will the Dalai Lama tradition continue, this consumer ware player is ready for accelerated growth, commercial real estate growth rises driven by these factors, and more
BUSINESS
Bond market’s prospects remain bright despite foreign investors’ snub
There is enough demand for government bonds and more in 2025.
BUSINESS
Moneycontrol Pro Panorama | India's economic change agent
In today’s edition of Pro Panorama: Mapping rupee’s trajectory, Q3 GDP maths, red flag over startups and much more
BUSINESS
Does the REER reflect RBI's overprotectiveness towards the rupee?
The RBI’s interventions have been criticized and have found support too
BUSINESS
Can India’s external sector keep calm for the rest of FY25?
Despite pressure on the trade gap, balance of payments seems to be on track for a small deficit in FY25
BUSINESS
Moneycontrol Pro Panorama| Yuletide spirit squashed
In Moneycontrol Pro Panorama December 20 edition: India's IT sector ready to gather more steam, next year's mutual fund market outlook explained, what the numbers reveal about Nehru's economy, these fintech's were down but bounced right back up, and more
BUSINESS
FIIs are falling out of love with Indian bonds -- Policy rates are not the only reason
Foreign investors are becoming less enthusiastic about Indian debt
BUSINESS
Moneycontrol Pro Panorama | ‘Tis the season of prophecy
Moneycontrol's Pro Panorama December 13 edition: The angst against SIP is futile, looking for the right emphasis in electronics, insurers tied to banks face risk, constitution's strength lies in its implementers. and more
BUSINESS
LIC’s losing streak in retail insurance business doesn’t seem to end
LIC has made many changes, but nothing seems to be working in terms of stemming its market share loss
BUSINESS
A booming securitisation market would be put to the test soon
Bundling loans together and selling them has become a popular source of funding for banks amid deposit growth slowdown
BUSINESS
Moneycontrol Pro Panorama| Das pours liquidity for cheer
For Moneycontrol's Pro Panorama December 6 edition: RBI's liquidity-easing step in interest rate status quo, Indian equities' near-term risks continue, MapmyIndia's next move decoded, Europe's crises spill over onto Indian equities, and more
BUSINESS
SBI Cards must leap over stressful quarters for a runway of recovery
Asset quality pressures are expected to stay elevated in credit cards for FY25.
BUSINESS
A yen for carry trades that never left the markets is vexing everyone
Yen carry trades are back but is another unwinding around the corner?
BUSINESS
A great moderation awaits NBFCs as funding growth from banks hits 3-year low
NBFCs are risk takers but riskier lending is under the regulatory glare now.
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
