BUSINESS
Quick Take | RBI Governor's steady hand puts credibility over celebration
By holding the repo rate at 5.25 per cent and sticking to a neutral stance, the central bank is signalling that low inflation is an achievement to be protected, not a cue for haste.
BUSINESS
Chart of the Day | After the rebound, what will drive rupee’s next move?
The India–US trade deal has taken pressure off the currency. The real question is whether flows and fundamentals can do the rest.
BUSINESS
Credit finds its feet even as rates stay firm
RBI’s latest sector-wise credit data shows demand is broad-based and resilient, but the message to Mint Road is clear: this is growth that still needs watching, not cheering.
BUDGET
What Union Budget 2026 signals for Indian banking
The Finance Minister’s announcement of a banking panel suggests a shift — from fixing bank balance sheets to questioning what banks are meant to do next
BUSINESS
Financial regulation needs a different approach, says Economic Survey
The Survey makes a quiet case for regulating financial activity, not financial labels.
BUSINESS
What will India’s inflation trajectory look like, going forward? Economic Survey dives in
The Survey expects inflation to rise over the next two years. That may be less a warning signal and more a return to balance.
BUSINESS
Budget Snapshot | Why time is now the biggest creditor risk
As Parliament readies a revamped insolvency law, the Budget must address the system’s slow bleed and unlock growth trapped in delay
BUSINESS
RBI’s state finance report flags a problem politicians don’t want to name
India’s states are no longer on the same demographic clock — and that is quietly reshaping their fiscal future.
BUSINESS
Budget Snapshot | What bank credit data for small firms tell us
After a strong year of expansion, the shape of lending to small businesses is changing and that matters for Budget 2026
BUSINESS
What the latest banking results tell us
The latest numbers show strength at the top, hesitant recovery below, and a system that is safer but far from balanced
BUSINESS
Budget Snapshot: Why India’s Budget is paying more for the past than the future
Official budget documents and parliamentary analyses show that interest outgo has become one of the largest and least flexible components of central government expenditure
BUSINESS
A quiet inflation print, and loud signals for policy
December’s CPI number gives both the RBI and the government something they have lacked for years--policy space
BUSINESS
What Budget 2026 should — and should not — do for India’s banks
With balance sheets finally clean, the banking system doesn’t need a rescue act. It needs restraint, clarity and one hard look at deposits
BUSINESS
Budget Snapshot | India’s banks look healthy, but the real risk lies beneath the balance sheet
Strong capital, low NPAs and rising profits mask a quieter shift in how Indian banks fund growth and earn returns
BUSINESS
Banks struggle to attract deposits as government keeps small savings rates high
For the eighth consecutive quarter, interest rates on popular small savings instruments have been left untouched. With small savings rates frozen and liquidity staying tight, India’s banks are boxed in even as the RBI eases policy
BUSINESS
RBI Financial Stability Report: Banks’ clean-up is real -- but the hard work isn’t over yet
With NPAs at multi-decade lows, lenders have earned bragging rights. The next test is whether this improvement survives a tougher credit cycle.
BUSINESS
Chart of the Day | What the latest IIP numbers tell us
November’s IIP print suggests India’s industrial engine may finally be running on more than hope.
BUSINESS
IBC at the crossroads: The direction that 2026 must show
After nearly a decade, India’s bankruptcy law faces a moment of reckoning on haircuts, delays and credibility
BUSINESS
Will India's microfinance sector return to high growth in 2026?
After a bruising phase of stress and slowdown, microfinance heads into 2026 seeking balance between growth and discipline
BUSINESS
Chart of the Day | A year in numbers: What high frequency data say about India’s economic momentum
Strip away monthly volatility and a year-long view of high-frequency indicators points to steady economic activity, supported by goods movement, fuel demand and digital payments
BUSINESS
Banks hold promise for growth in 2026, will they deliver?
An economy that is lending more, writing off less and cleaning up legacy stress sets the stage for a banking revival. But risks remain
BUSINESS
Chart of the Day | India’s credit comeback story, with a caveat
Retail credit demand has revived, but early warning signals suggest lenders should celebrate cautiously
BUSINESS
Why RBI is right to shut the Stablecoin door
T. Rabi Sankar’s blunt rejection of stablecoins is not ideological rigidity. It is a reminder that money, unlike technology, cannot survive on belief alone
BUSINESS
Chart of the Day | India’s consumption is holding steady, but investment still moves in spurts
The latest quarterly numbers show a familiar pattern: households are keeping the economy afloat, while capital formation continues to swing from quarter to quarter.
