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
Moneycontrol Pro Panorama | Have Trump’s tariff tantrums fast-tracked India’s European moment?
For this Moneycontrol Pro Panorama edition: America’s protectionism has unintentionally pushed the world closer. The India-EU trade deal is a case in point—but the fine print will decide whether it delivers
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
Moneycontrol Pro Panorama | India’s EU moment: Why the ‘mother of all deals’ is less about tariffs and more about leverage
In this Moneycontrol Pro Panorama edition: After 18 years of on-and-off negotiations, the India–EU free trade agreement is landing in a far harsher world. For India, this is not a victory lap. It is a test of intent.
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
Banking Central | Has bank recapitalisation run its course?
After a decade of state support, Budget 2026 must decide whether PSBs still need the taxpayer’s shoulder
BUSINESS
Moneycontrol Pro Panorama | What the World Bank’s upgrade really means for India
In this Moneycontrol Pro Panorama edition: A sturdier global economy buys India time, not complacency.
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
Banking Central | Why small savings rates are holding back India’s banks
Indian banks have moved past the era of stress. Their main challenge today isn’t lending—it’s mobilising deposits in a system distorted by small savings schemes.
BUSINESS
Moneycontrol Pro Panorama | What does Trump’s wordplay mean for India?
For Moneycontrol Pro Panorama edition: Washington’s tariff threat over Russian oil is less about geopolitics and more about leverage
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
Banking Central | Why the real rate war is on liability side of bank balance sheets
Even after RBI cut the repo rate by a cumulative 125 basis points since February last year, banks have found it difficult to mobilise deposits at a speed that matches credit demand
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
Moneycontrol Pro Panorama | Steel Walls Return: India’s safeguard duty is about time, not China
In this December 31 edition of Moneycontrol Pro Panorama: The three-year levy on steel imports signals Delhi’s unease with a flood of cheap metal, but protection is only a pause button, not a cure.
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
Banking Central | How will payments reshape in the new year?
The age of cashless convenience is over. The coming year will test who really owns India’s payment rails.
