BUSINESS
Moneycontrol Pro Panorama | A day of good news and caution
In this edition of Moneycontrol Pro Panorama: The RBI’s decision to stay put was not only expected but sensible
BUSINESS
Chart of the Day | World Population Projections: India vs China, Europe and the US
Per the latest UN projections, India will remain the world’s demographic anchor while others shrink
BUSINESS
HDFC Bank AT1 controversy reignites fears over high-risk perpetual bonds
AT1 bonds, once peddled as safe high-yield substitutes for fixed deposits, have once again become the villain for Indian investors, as HDFC Bank’s fresh controversy revives painful memories of sudden capital wipeouts
BUSINESS
Banking Central | For MPC, a pause makes more sense than a move
With the US-Israel war on Iran disrupting oil and gas flows and likely upsetting the inflation outlook, the MPC begins its April review with external factors weighing on macro picture
BUSINESS
Moneycontrol Pro Panorama | Is the war ending, or is Trump bluffing?
In this edition of Moneycontrol Pro Panorama: Trump’s claim that the Iran conflict may end in “two to three weeks” offers hope, but don’t take his words as a guarantee
BUSINESS
Chart of the Day | Data shows India’s external balance sheet is improving
The latest International Investment Position data shows a steady strengthening of India’s external position even as foreign equity inflows soften
BUSINESS
April MPC meet: Why the rate-setters may opt for a cautious pause this time
In the backdrop of the Iran–Israel–US war, the RBI’s policy team faces a tough challenge
BUSINESS
Banking Central | RBI has a message for payments industry
The RBI’s proposed blueprint, which includes strengthening of anti-fraud measures, indicates deeper regulatory changes are on the way
BUSINESS
Moneycontrol Pro Panorama | A crisis where gold didn’t act like a safe haven
In March 25th edition of Moneycontrol Pro Panorama: The yellow metal is expected to jump in a crisis. But it didn’t. Should we rethink the safe-haven myth?
BUSINESS
Chart of the Day | Indian GDP’s dependence on oil has been declining
As oil’s grip on growth weakens, India gains policy space and lower external vulnerability, shows the latest RBI Bulletin.
BUSINESS
What does the latest microfinance sector data tell us?
Active borrowers are down to 685 lakhs, a 12 per cent decline over the last year. Loan accounts have fallen by 23 per cent.
BUSINESS
Banking Central | Microfinance stress is a warning sign the economy can’t ignore
Falling borrowers, rising delinquencies and bigger loans point to a fragile bottom of the pyramid
BUSINESS
Quick Take | HDFC Bank’s unsettling governance moment
Chairman’s unusual exit points to deeper issues that India’s biggest private bank cannot afford to ignore
BUSINESS
Moneycontrol Pro Panorama | LPG shock could harm India’s informal economy
In March 18 edition of Moneycontrol Pro Panorama: The LPG shortage for commercial use is rippling through India’s food economy, posing a threat to incomes and jobs for informal workers
BUSINESS
Chart of the Day | Rupee stays relatively steady in a turbulent currency market
The Iran war has shaken global markets and strengthened the dollar. Yet the rupee’s fall has been milder than many of its peers
BUSINESS
RBI’s dividend reset puts weak banks on notice
By tying payouts more tightly to capital buffers and bad loans, the central bank is quietly forcing banks to clean up their balance sheets before rewarding shareholders
BUSINESS
Banking Central | What does RBI's new dividend rule mean for investors
By linking payouts to capital strength and asset quality, the central bank is nudging banks towards discipline; that’s a good change
BUSINESS
Moneycontrol Pro Panorama | Iran war’s first shock to India is in the kitchen
For Moneycontrol's Pro Panorama March 11 edition: Across cities such as Bengaluru, Chennai and Mumbai, restaurants have begun reporting a sudden shortage of commercial LPG cylinders
BUSINESS
Chart of the Day | When crude rises, India pays the price
The Iran conflict is a reminder that every spike in Brent crude quickly feeds into India’s oil import bill and the consequences go far beyond fuel prices
BUSINESS
Why RBI’s draft rules on limited customer liability in digital banking transactions matter
The proposal introduces partial compensation for smaller digital frauds
BUSINESS
Banking Central | RBI’s digital transactions draft offers fraud protection to customers, shifts onus on lenders
The most important feature of the draft is the introduction of a compensation mechanism for small-value digital frauds, which account for the largest share of such unauthorised transactions
BUSINESS
Moneycontrol Pro Panorama | Rupee at 92: Paying the price of a war we didn’t start
In this edition of Moneycontrol Pro Panorama: Rupee crash adds to woes amid worsening global environment. This will have cascading effects on the economy
BUSINESS
Chart of the Day | Credit card euphoria fades -- growth slows to a crawl
It appears that unsecured retail lending is no longer running ahead of the system
BUSINESS
Can the Middle-East war undo MPC’s hard-won inflation gains?
With the Strait of Hormuz shut and war continuing, the oil shock is no longer just a tail risk for India’s monetary policy
