BUSINESS
What the PNB QIP prospectus tells us about the NPA situation
Overdue loans at very high levels point to near term asset quality pain
BUSINESS
Moneycontrol Pro Panorama | Will patent waiver increase vaccine production? The jury is out.
In today’s edition of Moneycontrol Pro Panorama: A buy idea for investors, gainers and losers of recovery, the PMI maths, investment lessons from Keynes and more
BUSINESS
A bit of déjà vu in RBI relief measures
Credit growth has been lukewarm; the steps announced today are unlikely to boost it
BUSINESS
Moneycontrol Pro Panorama | Amid lockdown talk, India is counting its economic losses
In today’s edition of Moneycontrol Pro Panorama: Growth data flashing red, lockdown’s bitter pill, Kotak Bank’s growing lustre, lessons from Berkshire Hathaway meet, moment of truth for Spac and more
BUSINESS
Even industry wants a lockdown now
If new cases and fatalities continue to pile up like this for a few more weeks, it will not only undermine incomes but induce people to save more for the hard times persistently
BUSINESS
Moneycontrol Pro Panorama | Calls for lockdown grow, vaccines are the way out
In today’s edition of Moneycontrol Pro Panorama: India’ stringency index, why ‘yes’ eludes Yes, the churn in the MF industry, Trinamool’s victory lap, the commodity supercycle and more
BUSINESS
Moneycontrol Pro Panorama | The need to plug gaps in India’s vaccination drive
In today's edition of Moneycontrol Pro Panorama: The exit poll maths, volume play at HUL, the Weekly Tactical, Zomato IPO buzz, the red flags in US economy and more
BUSINESS
How to overhaul asset reconstruction companies? RBI paper has some answers
The design of the bad bank/ARC proposed by the government will be key to its success in resolving the NPA issue
TRENDS
Moneycontrol Pro Panorama | Locked up at homes, Indians save more for a rainy day
In today’s edition of Moneycontrol Pro Panorama: a stock gem, the economy’s silver linings, the stock picking formula, football's Super League self-goal and more
BUSINESS
Moneycontrol Pro Panorama | How monetary policy will deal with the second wave
In today’s edition of Moneycontrol Pro Panorama: Unravelling the oxygen supply mess, a turnaround case in the FMCG sector, our weekly tactical stock pick and Jack Ma’s changed status
BUSINESS
Moneycontrol Pro Panorama | Does India need a second fiscal stimulus?
In today's edition: the second wave’s impact on the economy, a blueprint for vaccination success, a hidden gem in the cement sector, China’s impact on gold prices and more
TRENDS
How badly will the second wave derail the economic recovery?
Fiscal and monetary support must continue; regulatory forbearance might be needed
TRENDS
RBI, bond market tug of war continues
The bottom line – yields are likely to head up
CORONAVIRUS
Moneycontrol Pro Panorama | Vaccine shortage? Has India got the maths wrong?
Although India has administered nearly 95 million vaccine doses so far, a few states have complained of shortages
BUSINESS
Talking does only so much, RBI swings into action
Bond purchase calendar may prevent yields from spiking sharply
BUSINESS
Moneycontrol Pro Panorama | Are pre-packs for MSMEs a magic wand for stressed asset resolution?
In today’s edition of Moneycontrol Pro Panorama: economic recovery plateaus, the risk to FMCG earnings, can India replace Saudi Oil, D-Mart’s earnings analysis and much more
BUSINESS
Have rate cut chances increased with the COVID surge?
An accommodative stance will continue and normalisation of ultra-loose policy will get pushed back
BUSINESS
Why should banks foot the bill for compound interest waiver?
While borrowers and businesses may be entitled to relief from the pandemic, it should not be at the cost of the banking system
BUSINESS
Moneycontrol Pro Panorama | Decoding India’s entry into a global bond index
In today’s edition of Moneycontrol Pro Panorama: A view on Nazara, the rising risks to consumer durable makers, the four deadly sins of our vaccination drive and trading secrets from a risk-averse options trader
BUSINESS
Are markets pricing in interest rate hikes too aggressively?
OIS rates are implying that not only would liquidity conditions be normalised, but the central bank could hike the policy rate by as much as 75 basis points in the financial year 2022 starting next week, and another 75 bps in FY 2023.
BUSINESS
Moneycontrol Pro Panorama | Suez roadblock caps year of supply chain disasters
In today’s edition of Moneycontrol Pro Panorama: the Suez roadblock, flash PMIs’ inflation warning, China’s anti-pollution measures, Shriram Transport’s re-rating, and more.
BUSINESS
As Turkey goes cuckoo, lessons in monetary policy for India
The lesson of respecting central bank independence becomes all the more important when we remember that Turkey and India are both members of the ‘Fragile Five.’
POLITICS
Moneycontrol Pro Panorama | What the Supreme Court interest waiver verdict means for banks and investors
In today’s edition of Moneycontrol Pro Panorama: the economics of happiness, gold’s structural weakness, SEBI’s new AT-1 bond rules, RBI scepticism about high fiscal deficits and more
BUSINESS
Kesoram junk bond issue shows the way for the stressed asset market
Private credit or direct lending transactions are on the rise, said investment bankers
