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
Banking Central | Home Loans: Will lower rates spark a credit boom?
The link between lower rates and credit growth isn’t always straightforward. While cheaper loans are enticing, several factors could temper their impact. For one, consumer sentiment remains cautious.
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
Moneycontrol Pro Panorama | Mixed signals on economy
For Moneycontrol Pro Panorama July 2 edition: Strong PMI signals robust factory output, but weak IIP growth and fragile demand keep the central bank on edge
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
Banking Central | Indian Banks’ mis-selling mess: Act now or pay later
The banking sector must clean up its act on mis-selling financial products, the RBI has cautioned
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
Moneycontrol Pro Panorama | Powell’s tough talk should ring a bell for the MPC
Moneycontrol Pro Panorama June 25 edition: Fed Chair’s focus on tariff-driven inflation pressures will nudge RBI to be more cautious, with implications for rupee, bonds, and equities
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
Banking Central| RBI relief on project finance loans is a good step
RBI’s new project finance rules ease banking fears but demand sharper discipline.
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
Moneycontrol Pro Panorama | A sigh of relief for banks
Moneycontrol Pro Panorama June 20 edition: RBI’s final project finance guidelines strike a balanced chord
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
Banking Central| Inflation’s down but don’t pop the champagne yet
India's inflation dips to a 75-month low but can the RBI keep the pressure cooker from boiling over?
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
Moneycontrol Pro Panorama | The AI Conundrum: Job losses, efficiency gains, and India’s tightrope walk
For Moneycontrol Pro Panorama June 11 edition: AI is reshaping India’s job market, wiping out white-collar roles while boosting efficienc
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
BUSINESS
Banking Central| The RBI’s rate cut bonanza: What next for banks?
The RBI’s bold rate and CRR cuts unleash a growth bonanza but can banks turn liquidity into profitable credit? Structural hurdles loom large
BUSINESS
RBI’s bold growth move on Repo, CRR masks a cautious core; stance change signals pause ahead
RBI’s 50 bps rate cut and CRR slash signal robust growth support, but a neutral stance hints at caution ahead.
