BUSINESS
Eight years on, the IBC is buckling under delays, haircuts, dodgy deals
With creditor recoveries stuck at nearly one-third and banks chasing pre-IBC fraud almost equal to total recoveries, India’s insolvency regime is flashing red signals
BUSINESS
Banking Central | What lies ahead for India’s shadow banks?
Competition, borrower leverage and tight bank funding mean NBFCs must grow with caution, not exuberance
BUSINESS
Rupee’s slide past 89 to the dollar: Why it happened, what it means for stakeholders
A record-low rupee signals more than currency volatility
BUSINESS
Moneycontrol Pro Panorama | Fintechs are quietly winning the retail loan race
Moneycontrol's Pro Panorama November 19 edition: A silent shift is underway in India’s credit landscape, with fintechs pulling ahead in consumer lending while traditional banks remain trapped in their old ways.
BUSINESS
Chart of the Day | Credit growth is healing, what next?
Retail-led expansion and regulatory overhauls are pushing India’s credit cycle in FY26
BUSINESS
RBI targets export relief with precision, but banks face tougher risk calls
By targeting 20 export-intensive sectors, the RBI’s latest move shields industries under tariff assault but lenders now face an even more nuanced risk map
BUSINESS
Banking Central | What does RBI's relief package for exporters mean for banks
The central bank’s lifeline to exporters may be timely, but it leaves lenders navigating a far riskier horizon.
BUSINESS
Moneycontrol Pro Panorama | Trump 2.0, H-1B and the art of selective softness
In November 12 edition of Moneycontrol Pro Panorama: On visas, tariffs and oil, Trump plays hard, bargains harder, and blinks only when the leverage shifts.
BUSINESS
Chart of the Day | Is India’s mass consumption story losing steam?
Goldman Sachs sees a revival, but falling food prices and a neutral RBI are changing the arithmetic for household demand and monetary policy
BUSINESS
Bigger Banks, Bigger Ambitions: Why India must build banks with global heft
Finance Minister Nirmala Sitharaman’s push for a fresh phase of public-sector bank consolidation is a strategic bet on scale, competitiveness and credit depth that India’s growth trajectory now requires.
BUSINESS
Banking Central | Thali cools, but RBI’s inflation battle is far from over
For a country where inflation is measured first in tomatoes and onions and only later in spreadsheets, this counts as genuine relief.
BUSINESS
M&A loans: RBI is opening the gates. Do Indian banks have the playbook?
Governor Malhotra says guardrails are in place and judgement should rest with banks. History suggests judgement, not regulation, will decide the outcome.
BUSINESS
RBI’s huddle with dealers: Liquidity tightening or signalling risk control?
We have seen the system slip into meaningful deficit episodes this quarter
BUSINESS
Banking Central | What does UPI surge mean for Indian payments system?
UPI’s future hinges on whether policymakers allow it to stand on viable economic legs
BUSINESS
Moneycontrol Pro Panorama | What does the rising tide of credit card spending tell us?
In October 29 edition of Moneycontrol Pro Panorama: Clearly, the risk of future defaults looms large if the economy and job market falter.
BUSINESS
Chart of the Day | UPI moves the masses, RTGS moves the money
India’s payments data for the first half of 2025 shows two very different digital stories.
BUSINESS
Municipal bonds join the repo club — a quiet reform with big consequences
The finance ministry’s move to make municipal debt repo-eligible could finally give India’s urban bond market the liquidity it always lacked
BUSINESS
Banking Central | Credit is the new festival offer
India’s festive season boom isn’t just about rising consumption, it’s how borrowing has become part of everyday financial behaviour
BUSINESS
What do RBI’s new capital market exposure rules mean?
The central bank’s draft framework gives lenders more room to back India’s capital markets — but with clear boundaries to prevent excesses.
BUSINESS
Moneycontrol Pro Panorama | Easy money meets eager borrowers
The credit boom looks good for fintechs--but not without risks
BUSINESS
Chart of the Day | SME IPOs are booming, but with a warning label
Is there too much euphoria in the SME IPO market?
BUSINESS
Emirates NBD’s RBL Bank bet signals a new phase of foreign control in Indian Banking
RBL Bank is not a distressed institution. It faced a governance setback in 2021 but has since rebuilt capital buffers and depositor confidence.
BUSINESS
Banking Central | What the 2025 gold price surge means for Indian lenders
Higher metal prices raise the marked-to-market value of pledged jewellery, improving loan-to-value (LTV) cushions for the same quantum of lending
BUSINESS
MPC minutes show a policy pause that sounds like a whispered rate cut
Inflation is at eight-year lows, growth is solid, and two members are keen to ease — yet the RBI still sits on its hands
