Finance Research

After a remarkable run for PSU banks, the cycle appears to be rotating. We compare valuations, NPA trends, credit growth, and dividend yields across the banking sector.

India attracted record FDI in FY25 driven by manufacturing, defence, and digital infrastructure. We map the top source countries, sectors, and regulatory changes making India more attractive.

Rising working capital costs demand sharper treasury management. We explore strategies for optimising cash conversion cycles, hedging currency risk, and maximising idle cash returns.

RBI's tightening of NBFC norms is triggering consolidation. Larger, well-capitalised players are gaining share while smaller entities face stress — here's what to watch.

For growing SMEs, getting the debt-equity mix right is crucial. We walk through leverage ratios, cost of capital benchmarks, and structuring approaches that balance growth with risk.

Beyond the rate decision, the MPC's commentary holds clues for asset allocation. We decode the latest policy statement and its implications for equities, bonds, and real estate.