Calibrated Tightening: Why the RBI Is Set to Recommence Rate Hikes in October
Starting early, staying shallow

Principal message from October MPC is likely to be one of an early, calibrated start to the tightening cycle —…

India is building capacity too, with over $300 billion pledged by 2030, Anarock reckons.
Good technology, bad credit

India’s AI data centre boom parallels historic debt crises, with massive lending raising concerns over long-term risk and sustainability amid…

Anup Bagchi: MD & CEO designate, HDFC Bank
Newspoint: The outsider perspective

Anup Bagchi, with over three decades of experience across banking and financial services, takes charge as HDFC Bank’s first outsider…

From the market’s point of view, the continuous sale of government paper by a calendar will mean excess supply which will depress bond prices.
The dollar inflow puzzle

The RBI plans to end the foreign currency non-resident (bank) scheme by August following a $127 billion influx that boosted…

The RBI mandates commercial banks and other financial entities to invest in highly liquid assets
Time to cut SLR by 200 bps

Recent GDP estimates show growth acceleration and early revival in private investment driven by bank credit growth. Policymakers must consider…

The Tata Trusts’ stake benefits from that grandfathering; a foundation set up today could not build an equivalent holding.
Reclassifying Tata Sons

The Tata Sons restructuring aims to merge subsidiaries to avoid NBFC and CIC status, keeping the company private and bypassing…