Rising credit costs, slower deposits, and geopolitical shocks are converging. Banks must detect borrower stress early before risks reach balance sheets.
K. Srinivasa Rao
March 12, 2026 at 4:40 AM IST
India’s real budget challenge isn’t deficit maths but mobilising patient capital, deep savings and long-term risk-taking in a capital-scarce economy.
R. Gurumurthy
January 19, 2026 at 6:42 AM IST
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