BUSINESS
Fed’s hard line may force the RBI to keep purse wide open
The Monetary Policy Committee (MPC) can’t afford to sit on the fence—it’s time for bold monetary stimulus to support growth.
BUSINESS
Why Trump’s tariff bomb could deal a blow to the Rupee
US imposes 25 per cent tariffs and penalties on India, rattling economic ties and the rupee’s fragile stability
BUSINESS
Chart of the Day | India’s digital payments are surging, so are the risks
As India’s digital payments soar to new heights, the journey to a cashless economy faces critical tests in security, inclusion, and regulation.
BUSINESS
UPI’s free ride for all nearing its end?
As RBI Governor Sanjay Malhotra signals the end of free UPI transactions, the move could reshape India’s fintech revolution, balancing innovation with sustainability
BUSINESS
Chart of the Day | Insurance industry hits the brakes as motor, health segments lose steam
The general insurance sector’s modest 9% growth in Q1FY26 suggests deeper cracks—weak auto sales, regulatory hurdles and cutthroat pricing are putting the brakes on an industry that once promised double-digit expansion.
BUSINESS
CreditAccess Grameen’s Q1 FY26 shows sector’s weak spots
An 84.9 per cent profit drop signals big risks for microfinance, even as growth looks strong.
BUSINESS
Private banks’ Q1 FY26 numbers reflect caution, restraint
Prudence is the sharpest tool in this uncertain terrain, and banks choosing caution over reckless growth are likely to emerge stronger when the skies clear
BUSINESS
Chart of the Day | How food inflation has influenced headline CPI so far this year
With food inflation turning negative, India’s CPI hits a six-year low, but can this trend hold?
BUSINESS
June inflation plunge sets stage for August MPC dilemma
With CPI inflation continuing to fall, the RBI’s Monetary Policy Committee faces a tough call: hold rates or continue pushing for growth?
BUSINESS
Chart of the Day | What's behind the sharp surge in securitisation volumes in Q4?
NBFCs drive securitisation to Rs 49,000 crore but microfinance and smaller players falter
BUSINESS
Can a flood of liquidity trigger another round of high inflation?
In theory, this could fuel demand-pull inflation, as more money chases goods and services. The RBI, however, is playing a cautious game.
BUSINESS
Can a unique borrower ID be a game changer in India’s loan market?
RBI’s unique borrower identifier promises to streamline credit access but raises concerns about data security and equitable implementation.
BUSINESS
Chart of the Day | Microfinance in India: Is the worst over?
India's microfinance sector teeters between recovery and ruin as NPAs soar to over Rs 55,000 crore, testing the resilience of microlenders
BUSINESS
Karnataka Bank’s top brass exit: Personal reasons or boardroom friction?
Karnataka Bank’s CEO and Executive Director step down citing personal reasons, but governance-related concerns and board-level differences are also in focus.
BUSINESS
What the CD issuance pattern of Indian banks tells us
Public sector banks now dominate the CD market, signalling shifting liquidity dynamics and raising questions on long-term funding strategies
BUSINESS
Chart of the Day | How crude oil prices influenced India inflation numbers in last decade
Oil price shocks extend beyond fuel costs and have broader impact on the economies
BUSINESS
Mixed signals from Middle East tensions leave RBI’s rate cut path in limbo
As the world scrambles to decode the uncertain status of the Iran-Israel conflict, India’s rate-setting panel may have to rethink its dovish stance amid oil shock risks.
BUSINESS
MPC minutes signal RBI may keep its powder dry ahead
If a rate cut happens at all, it will likely come only by year-end, once the effects of already-taken rate actions play out fully. The MPC needs time to assess the impact of its front-loaded moves.
BUSINESS
Chart of the Day: How Fed rate policy shaped RBI’s response over the last decade
RBI’s rate playbook over the past decade shows strategic alignment with the Fed’s moves
BUSINESS
Sanjay Malhotra’s Six Months at RBI: Bold bets, bumpy roads
Unlike his predecessor Shaktikanta Das, Malhotra has leaned decisively toward growth.
BUSINESS
LTV Boost for Gold Loans: A shot in the arm for NBFCs, but risks loom large
RBI’s higher LTV ceiling sparks opportunity for NBFCs, but gold price volatility demands tight risk controls
BUSINESS
Microfinance Q4 a wake-up call for companies, policymakers
India’s microfinance sector is reeling under a client drop, shrinking loans, and rising defaults
BUSINESS
Chart of the Day | Credit growth falling, can Malhotra’s growth pill do the trick?
RBI’s rate and CRR cuts aim to revive slowing credit growth, but challenges in NBFC and unsecured lending persist. Will cheaper loans spark demand or fizzle out?
BUSINESS
RBI’s rate cut: Banks’ lifeline comes with strings attached
RBI’s bold rate cut and CRR slash fuel bank liquidity but pinch margins, leaving investors to navigate a tricky terrain
