BUSINESS
Inflation: To target or not to target, the question rises again
The MPC's inflation-targeting framework has to be reviewed by Parliament every five years. With the next review scheduled for March 2025, the CEA and the government possibly want a national debate on this.
INDIA
First quarter GDP shows welcome recovery in consumption and private capex
The GVA or gross value added number is more relevant this quarter, and this number at 6.8 percent is stronger in the April-June quarter than it was in the previous Jan-March quarter
BUSINESS
RBI may keep stance unchanged on Thursday but prepare markets for a change
The RBI policy will be watched more closely for what it says on the current war for deposits waged by banks.
BUSINESS
Take a bow Madam Finance Minister and team North Block for a responsible Budget
Our interviews with North Block mandarins show that the central principle on which the Budget was framed was returning to normal deficits as the economy returned to a normal pace of growth
BUSINESS
'Our franchise is solid; nothing can stop this juggernaut': Top HDFC Bank sources
HDFC Bank management believes it is a fine growth machine, and the team can create another HDFC Bank every four years, top sources at the private lender told CNBC-TV18. Speaking about the recent fall, the bank said its stock has also been a victim of the misgivings about SEBI’s rule on disclosure of beneficial ownership.
BUSINESS
Niti Aayog’s claim of a steep fall in poverty doesn’t pass the smell test
A change in the methodology of calculating poverty by using the global multidimensional poverty index methodology’s indicators and adding two more to it call into question the accuracy of these claims
BUSINESS
HDFC Bank: The worst may be over, but it's tough to reclaim its past glory
Thie desperate need to find money to lend defines HDFC Bank's central problem. Lately several factors have combined to make deposits very scarce and hence expensive for all banks
BUSINESS
Indian economy to grow by a stunning 7.3 percent this year, but K-shaped growth persists
While overall growth has been strong, the employment generating sectors are lagging
INDIA
Are our remittances and services exports peaking off?
Now CAD at 1.1 percent of GDP is not worrisome at all. But what is troubling is the reason why the deficit has gone up – a fall in services exports! This unexpected fall raises questions about the future growth of India’s services exports and the plentiful jobs this sector has been creating.
BANKS
Uday Kotak ends one brilliant chapter at the bank despite run-ins with the regulator
While Uday Kotak took very few risks with his lending, he did take regulatory risks. He has been the only banker to have taken the regulator, the RBI, to court on the issue of not bringing down his stake in the bank to 15 percent.
BUSINESS
India July data shows strong growth, but govt still doing the heavy lifting
The July data suggest that government capex is still doing most of the heavy lifting while domestic consumption and exports are sulking, but direct tax collections are good, indicating some quarters are making money
INDIA
April trade data point to truly ‘India shining’ story
BUSINESS
India on course to emerge as a services export giant - not just software!
BUSINESS
Biggest casualty of ending LTCG regime is not debt funds but the debt market
BUSINESS
Indianomics | RBI vows to go after inflation; prepares market for more hikes
BUSINESS
Indianomics | SBI results: A spectacular performance that could be repeated
BUSINESS
RBI meeting tomorrow is a non-event in near term but important for long term
BUSINESS
Fear of Lehman-like capitulation lessens as authorities respond promptly
ECONOMY-ECONOMY
RBI raises rates by 50 bps; another 35-bps hike looks imminent
ECONOMY-ECONOMY
Indianomics | A 50-bps hike likely from RBI, thanks to Fed
BUSINESS
Rupee rebounds on crude fall than RBI steps; dealers expect continued gradual depreciation
BUSINESS
After RBI steps, rupee looks unlikely to hit 80 per dollar
ECONOMY
RBI policy | Expected: MPC rate hike. Unexpected: RBI's eagerness to remove accommodation
BUSINESS
Succession at Kotak Bank: How RBI may think









