How Trump's tariffs-led trade war is shaping a new world order amid China's challenge

China poses challenge to US but can’t rule world order even as ties with India begin normalisation process; transactional politics to prevent cold war but geopolitical hostilities will intensify.


Indian banks want RBI to lift ban on M&A financing

Indian banks urge RBI to allow them to participate in financing M&A deals. Are the reasons for imposing the restrictions still relevant today?

Manipal Fintech plans entry into gold loan co-lending biz

Already enabling Rs 15,000 crore of gold loans for banks, Manipal Fintech CEO Puja Abhishek Singh says plan is to enter co-lending biz and open branches in early 2026; next game is to lend directly. 


SMBC completes 20% buy in Yes Bank, to pick up further 4.2% from Carlyle

Japan's SMBC completes acquisition of 20% stake in Yes Bank from SBI and other lenders; agrees to buy additional 4.2% stake from affiliate of Carlyle for Rs 3,065 crore.

RBI tightens rules for payment aggregators

Reserve Bank of India’s guidelines are aimed at tighter rules to increase safety and prevent fraud; norms include minimum net worth, eligibility and handling cross-border payments. 


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Credit growth, small biz loan stress in FY26

Bank credit to get lift in 2nd half of FY26 due to CRR and GST rate cuts; some stress to be felt in retail and small business loan segments.

Home loan market undergoes significant shift

Big-ticket home loans above Rs 75 lakh see rise; state-run banks gain market share as lending margins come under squeeze with RBI dropping repo rate by 100 bps since February.


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Corporate share in total bank loans consistently declining: BCG

Corporate credit share falls to 36% in FY25 from 58% in FY11; bank funding shifts to short term capital for existing projects as corporates tap alternate sources for long term financing.

AI could reshape 50% of bank jobs in India: BCG report

The BCG report also said that bank credit growth has to outpace nominal GDP growth by 3-3.5 percentage points to power India into a developed nation by 2047.


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