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
Moneycontrol Pro Panorama | Bondman. Starring RBI as the Mayor. Who's the Joker -- inflation or yields?
In today’s edition of Moneycontrol Pro Panorama: the Bengal model of Universal Basic Income, N Srinivasan’s pan-India ambitions, how to deal with post-IPO fatigue in EaseMyTrip, the new Berkshire Hathaway 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
BUSINESS
Moneycontrol Pro Panorama | Medium term growth intact despite COVID case surge
In today’s edition of Moneycontrol Pro Panorama: Vedanta’s Plan B for listing, research calls on the Nazara and Suryoday IPOs, the most important Fed meeting in a long time and more
BUSINESS
Moneycontrol Pro Panorama | Pop! What sound is that – an IPO listing or a bubble bursting?
In today’s edition of Moneycontrol Pro Panorama: new share sale frenzy, how ESG affects investors, research call on Kalyan IPO, El-Erian on market psychology, and more
BUSINESS
AT-1 bonds are for risk takers. Small investors should know that.
Only that small percentage of funds that seek to take risk – and communicate it clearly with investors – should be allowed to hold these hybrid instruments
BUSINESS
Will rising oil prices hasten a rate hike in India?
Likely shocks to inflation include: higher fuel prices, services reopening pressures, higher commodity prices, and better pricing power amid a cyclical growth upsurge
BUSINESS
Moneycontrol Pro Panorama | Vaccine hesitancy, what’s that?
In today’s edition of Moneycontrol Pro Panorama: An oil slick, dipping consumer confidence, Indian pharma’s inward look, the rise of the retail stock trader, and more.
BUSINESS
Enigmatic, Puzzling, Flummoxed, Odd
In today's edition of Pro Panorama newsletter: The EPFO mystery, a flight of fancy, GST on fuel, Heranba’s post IPO life, green hydrogen and more
BUSINESS
It is still no country for small firms
The sensational rise in the markets and return to profitability for large firms cannot mask the fact a small part of the economy is leading the recovery
BUSINESS
A market indicator of monetary policy direction
The 12-month OIS in India is able to predict the direction of interest rates
BUSINESS
MPC minutes | How long will the accommodative stance continue?
Members flag rising risks to core inflation. RBI governor Shaktikanta Das even talked about a “calibrated unwinding of high indirect taxes on petrol and diesel” to help contain inflation
BUSINESS
Paytm IPO: FOMO > fundamentals
Payments is just a way to funnel users into other paying products and services from bill payments to credit to cross selling. But it won’t be an easy gig.
BUSINESS
Earnings justify market rally, but risk is in the macros
Valuations remain high. Bond yields could cap market valuations
BUSINESS
Rupee close to a one-year high. Where is it headed next?
Continued foreign investment flows, improving economic fundamentals to support rupee
BUSINESS
Magma Fincorp and the financialisation of the Indian economy
The financial sector is growing in size and throwing up opportunities. Billionaires have been quick at spotting them
BUSINESS
Asset quality surprise?
Reported numbers from banks look good but caution still warranted
BUSINESS
What must shape the new development financial institution?
Government might need to allow tax-free and Statutory Liquidity Ratio (SLR) status for bonds issued by DFI to ensure stable and low-cost access to capital
BUSINESS
Monetary Policy Review | RBI tries to manage bond market expectations
The central bank announces support measures to keep yields down in the post-Budget review, but investors expect more
BUSINESS
Budget 2021 proposals to shake up banking sector
Bad bank and privatization of state-owned banks are key measures
