Banks hold disproportionate sway over life insurance policy sales in India
India’s MSMEs approach NBFCs more than banks for loans, given the latter’s nimbler credit underwriting approach
Public sector lenders have shown more resilience than their private peers in thwarting erosion in profitability.
India was the most underweight market among emerging markets in July
Negotiating down tariffs with the US is a must as the door to haggle is still open.
Russian oil is at a deep discount but walking away from Moscow and towards other oil suppliers would be easy.
Liquidity compulsions and forex reserves optics will keep the RBI an active foreign exchange market participant
A slowing nominal GDP growth means softer consumption demand conditions.
Fixed rate loans slow transmission of policy rate changes and private sector lenders have a high proportion of such loans
Micro firms have a higher incidence of delinquencies, but stress has reduced.
Core export growth has not recovered from the trough seen post pandemic
The lower than expected May inflation print has increased the odds of another rate cut
Bond market operations may invariably necessitate foreign exchange market intervention
India's first fortified labour force survey for 2025 reveals an unsettling trend: a nationwide female labour force participation rate of just 26.2 percent in April. The findings expose a persistent gender gap that could hinder India's long-term economic aspirations
Given their low rating, these NBFCs cannot access bond markets easily.
Capex intentions in some sectors, however, are expected to rise in FY26.
Some industries will be hit harder than others, but India's best hope lies in an alternative to a sector-wise tariff
The outlook on state capex is benign while poll-promised freebies could dent fiscal position.
Vietnam is the biggest loser in Trump’s tariff plan.
Microfinance entities have seen their loan book shrink in the third quarter of FY25
Forex intervention is a necessity in the age of growing global uncertainties.
Most mutual fund investors have not experienced a bear market yet
The only antidote to high interest payment is lower market borrowing
The RBI’s forex operations are the biggest drag on liquidity
An infrastructure-driven GDP growth needs the much needed fuel of credit.