Financial Sector

Uncertainty lingers over Tata Sons de-classification as upper-layer NBFC

A new report has flagged a delayed risk cycle for India from the US-Iran conflict, as liquidity tightens and cash-flow stress builds before defaults, even as headline indicators remain stable

Marc Pilgrem will step down from JioBlackRock Investment Advisers and return to BlackRock, with Swapnil Bhaskar set to take over as CEO as the venture expands its digital wealth platform

Former RBI deputy governor flags need for larger financial institutions, stronger capital base and consolidation across banking and NBFC sectors to support economic expansion

In January 2026, mutual funds increased their exposure to domestic sectors such as services, cement, real estate, consumer services, financial services, and power & utilities

And bigger problems await from policy bottlenecks that the Budget has left untouched

High-level committee on banking for Viksit Bharat to steer banking reforms for next growth phase

Any future public-sector bank consolidation must carefully weigh the pros and cons, including whether it will deliver meaningful synergies, says Nagaraju

Regulators must walk the tightrope to balance growth with stability

In the financial sector, replacing existing regulations with new ones often adds costs without improving outcome

Among its top stock picks, JM Financial continues to back large lenders, including State Bank of India (SBI), ICICI Bank, Bank of Baroda (BoB), and Axis Bank

While factories faced headwinds, Indian finance gained ground in the eyes of global strategic capital

The relationship between the central bank and the government is holding back India's financial sector

Within non banks, the fastest growth was in trust companies, hedge funds, money market funds and other investment funds, which all posted double digit rates of growth

Trai said the direction has been issued "to enhance consumer trust, curbing spam, and preventing fraudulent activities perpetrated through voice calls"

Recent uncertainties created by global tariffs have not impacted the Indian economy severely, she said

DFS Secretary M Nagaraju says India's financial sector is at its strongest ever, with PSBs recording record profits and NPAs at historic lows, but urges focus on MSME lending and cybersecurity

At the Business Standard BFSI Insight Summit 2025, Secretary, Dept of Financial Services, M Nagaraju said that India's financial sector is at the pinkest possible period of time in history

Operating on a small-ticket, high-volume model, fintech-driven NBFCs saw active loans grow by 25.6 per cent on an annual basis, outperforming the overall NBFC industry's 15.1 per cent growth

In May, Japan's Sumitomo Mitsui Banking Corporation (SMBC) agreed to acquire a 20 per cent stake in Yes Bank for $1.6 billion