BUSINESS
Bond investors turn eyes towards RBI after record borrowing plan
Investors hope the RBI will support bond prices after record borrowing programme was unveiled by Finance Minister Nirmala Sitharaman
BUSINESS
Economic Survey 2021 | What the finance ministry thinks about the banking sector
Survey suggests a round of asset quality review once COVID-19 forbearance is withdrawn followed by mandatory capital infusion
BUSINESS
RBI proposals for NBFCs right step, but it must address their linkages
NBFCs are the largest net borrower of funds from the financial system with half their funding coming from banks. This has systemic implications
BUSINESS
Legal battles remain a risk after creditors award DHFL to Piramal
Depositors and retail bondholders are two other classes unlikely to be happy
BUSINESS
Brushing bad loans under the carpet a retrograde step
If the government wants to help MSMEs, there are other ways like incentivising the use of the Trade Receivable Discounting System (TReDS)
BUSINESS
RBI Financial Stability Report tells investors: Wake up and smell the coffee
Report warns of a rise in NPAs which could hamper economic recovery, warns of stretched valuations of financial assets posing risks to financial stability
BUSINESS
RBI signals return to normalisation. What does it mean for rates?
Short term rates could rise, not much impact on 10-year yields
BUSINESS
Moneycontrol Pro Weekender | Christmas comes early
The market rally is riding on chiefly the promise of vaccination. Investors seem to be sidestepping execution risks in India for the moment
BUSINESS
No rate cut, but doves continue to coo during MPC meet
RBI maintains accommodative stance, ignores ultra-easy liquidity conditions
BUSINESS
Two reasons why the banking sector is not out of trouble
Bounce rates in debit transactions are high; lenders want to extend restructuring window
BUSINESS
MPC has a tough balancing act
How can the central bank reduce excess liquidity while maintaining monetary accommodation?
BUSINESS
The mess in the DHFL bidding process is wholly avoidable
Late bids are unfair; they threaten the sanctity of the insolvency resolution process
BUSINESS
How Indian banking will change if RBI tweaks ownership norms for private lenders
Some proposals add to financial stability risks even if they increase the chance of fresh capital flowing in
BUSINESS
LVB-DBS merger is job well done. But don’t rest on your laurels, RBI
For every Yes Bank or Lakshmi Vilas, there are countless other cooperative banks where depositors have a long wait to access their money
BUSINESS
WhatsApp Pay | Let a hundred flowers bloom
Imposing a market share cap on UPI is a retrograde step that will restrict customer choice and stifle innovation
BUSINESS
Early private bank earnings offer hope on asset quality; sustainability is key
The course of COVID-19 and its impact on the economy remain a big variable on how asset quality deterioration is arrested. The large pool of stressed accounts is a red flag
BUSINESS
The sorry trend in State health expenditure
Government spending on health has been stagnant for almost two decades now
BUSINESS
The precarious state of state finances
Fiscal deficit is set to rise. States will cut capital expenditure to meet targets
BUSINESS
What the interest cashback scheme means for investors
An end to the interest waiver case will remove uncertainty over bank earnings
BUSINESS
What the IMF has to say about the economic recovery
India will feel the economic effect of the pandemic more deeply than other large economies
BUSINESS
Did retail inflation peak in September?
High inflation makes the Reserve Bank of India’s task tougher as it tries to prop up growth. A rate cut in December too appears unlikely now
MARKETS
Here comes the Shaktikanta Put
The central bank has tried to reduce borrowing costs for the Centre, the states and companies
BUSINESS
Are the new RBI MPC members hawks, doves or owls?
The vast body of their writings across books, articles in newspapers and periodicals, and academic articles offers some clues
BUSINESS
Moneycontrol Pro Weekender | Chaos Theory
A delayed or close election, which could lead to a round of legal wrangles, is the last thing nervous investors want, especially when COVID-19 cases are still rising.
