SBI’s strong credit growth masked a tougher reality: Indian banks are entering a phase where loan expansion may come at the cost of profitability.
BasisPoint Insight
May 9, 2026 at 12:06 PM IST
iStock.com
India bans real-money gaming, but offshore prediction markets surge, exposing gaps between regulation, investor protection and financial innovation.
Indra Chourasia
May 6, 2026 at 1:52 PM IST
Istock.com
From Trump’s six-month plan to LTSE’s bold rethink, the battle over quarterly earnings asks if markets can ever break free from short-termism.
R. Gurumurthy
September 16, 2025 at 9:01 AM IST
istocks/krblokhin
HDFC Bank is building buffers. ICICI Bank is building momentum. Investors are being asked to choose between precaution and precision.
BasisPoint Groupthink
July 19, 2025 at 1:37 PM IST
iStock/Mrinal Pal
May 22, 2025 at 5:55 AM IST
iStock.com/Technical Bhadresh
The rotational buying that defines bull markets has flipped into rotational selling. How long will this game play out?
Muralidhar Swaminathan
March 3, 2025 at 1:59 AM IST
Indian equities are unlikely to gain clear direction from the 2025-26 Union Budget, with fiscal constraints limiting stimulus measures. Market movements will remain range-bound, driven more by liquidity conditions, earnings performance, and global risk sentiment.
Krishnadevan V
January 31, 2025 at 10:05 AM IST