BUSINESS
Banking Central | What worked, what didn’t for investors in FY25 and what it means for FY26
Investors who spread their capital across diverse instruments were the ones who weathered the storm. As Trump tariffs tear apart global order and markets, FY25 may have some lessons to offer
BUSINESS
What should investors expect from bank results in Q4?
Find out the key trends expected in banks' financials in the fourth quarter.
BUSINESS
Moneycontrol Pro Panorama | Indian Manufacturing PMI surges amid tariff fears—What is the signal to MPC?
In April 2 edition of Moneycontrol Pro Panorama: It is too early to conclude that all is well in the Indian economy, and the MPC may have to continue lending a helping hand.
BUSINESS
Chart of the Day | Who is losing in the great battle for bank deposits?
Among PSBs, private banks and foreign banks, the rivalry to garner deposits is picking up. There is no mercy in this battle for survival.
BUSINESS
Uday Kotak’s stark warning and what it means for banks
India’s banking sector is facing an unusual dilemma—one that threatens profitability and long-term sustainability. With borrowing costs exceeding lending rates, banks are caught in a tight spot, struggling to maintain their traditional business models.
BUSINESS
Banking Central | Why another RBI rate cut is inevitable on April 9
The time for half-measures is over, and the RBI must decisively embrace a dovish stance and cut rates further, not only to alleviate the credit crunch but to send a strong signal that growth is the new priority.
BUSINESS
Data at a Glance: States’ growth ambitions clash with rising debt
An analysis of state finances offers a mixed picture on financial health. Here are the top findings.
BUSINESS
Moneycontrol Pro Panorama | Karnataka’s rural debt crisis: A brewing storm
In today’s edition of Pro Panorama: A stock with a lasting imprint, leaders of market rally, NBFC warning signs, priority sector lending and much more
BUSINESS
Chart of the Day | Will RBI's new priority sector lending guidelines make a difference?
If executed efficiently, these guidelines can significantly boost financial access, particularly for housing, green energy, and underserved communities—ensuring that PSL fulfils its true purpose.
BUSINESS
Quick Take | Retail security redemptions surge: What It means for banks, ARCs
The landscape of stressed asset resolution is evolving, with significant changes on the horizon for Asset Reconstruction Companies (ARCs). A projected shift in redemption rates could redefine recovery strategies and impact key stakeholders in the financial ecosystem
BUSINESS
What does inward remittance data tell us?
Indian migrants are no longer predominantly working in blue-collar jobs in the Gulf
BUSINESS
Banking Central | Bond market is caught in uncertainties
On the one hand, inflation has softened, with CPI falling to 4.31% in January — a positive for bonds. On the other, global uncertainties and the RBI’s cautious policy stance are keeping traders from making bold bets on lower yields
BANKING
Banking Central | Who is right on bank staff vacancies — the government or unions?
The government say PSBs employees have increased from 6.18 lakh in 2011 to 7.58 lakh, as of January 2025. Employee unions, however, say staff numbers are down and workload has zoomed
BUSINESS
Moneycontrol Pro Panorama | The Dollar index is tumbling—Is the Greenback losing its safe haven status?
In this edition of Moneycontrol Pro Panorama: Fund flows to emerging markets (EMs) are closely tied to the strength of the US dollar—a stronger dollar typically leads to capital outflows from EMs, tightening financial conditions. However, concerns about China being forced to devalue the yuan appear overblown
BUSINESS
Chart of the Day | India Inc’s debt cushion remains strong despite dip in interest coverage
According to BoB Research, Indian industry remains well-positioned to meet its debt obligations, as reflected by the ICR. Despite the marginal dip, the ICR remains high by historical standards
BUSINESS
India’s P2P lending space needs overhaul, not a mere slap on the wrist
RBI’s crackdown on P2P companies exposes compliance failures
BUSINESS
Banking Central |How far could the RBI go on the liquidity mission?
A fresh surge in liquidity could stoke inflationary pressures, undoing the RBI’s hard-won price stability
BUSINESS
Moneycontrol Pro Panorama | Have Indian markets bottomed out?
For Moneycontrol Pro Panorama March 7 edition: In this environment, the stance of retail investors could serve as the real litmus test for market stability. If retail sentiment shifts from exuberance to caution, it might signal that the market has not yet found its floor
BUSINESS
Chart of the Day | How RBI under Malhotra is playing the liquidity puzzle
Since December, multiple rounds of OMOs, VRRs and forex swaps have been conducted to contain the liquidity situation.
BUSINESS
How serious is the IMF warning on NBFC concentration risk in India?
IMF report on NBFC concentration risk is a timely wake-up call to policymakers on potential risks. The RBI and Government need to pay attention.
BUSINESS
Banks are stronger than ever—So why are their stocks falling?
In terms of financial health, banks are in their best shape in at least a decade, valuations of large banks are fair. Bank stocks may be bearing the brunt of indiscriminate selling triggered by global factors
BUSINESS
What does RBI’s corporate performance data in Q3 tell us about India Inc's health?
Manufacturing firms have seen wage expenses surge by 9.5%, whereas staff cost of non-IT services companies jumped 12.4%—a sign of both a robust job market and an impending squeeze on profitability.
BUSINESS
Banking Central | Third quarter GDP numbers make a strong case for continued policy support
Growth has recovered but remains below desired levels. For the momentum to hold, more monetary easing and fiscal support is needed amid mounting global trade uncertainties
BUSINESS
RBI's credit flow easing measures signal pro-growth tilt
The central bank's move to lower risk weights on bank lending to NBFCs and excluding microfinance loans from higher risk weights applicable to consumer credit should boost lending
