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Private-sector lenders exposed to the consumer sector should outperform
Delayed infrastructure projects have led to a surge in non-performing loans in the country’s banks
Intervention may be required as the Ambani brothers take lumps out of each other
SBI chairman Arundhati Bhattacharya calls for more time in booking provisions
Government steps up fight against country’s mounting bad loan problem
Governor fears Hindu cleric’s debt write-off will engender a ‘moral hazard’
Thousands of non-resident nationals scramble to exchange their old notes
Critics say government’s policy push puts central bank’s economic role ‘under threat’
New central bank rules allow supermarkets and mobile operators to launch services
Demonetisation has seen more money returned to the system than originally expected
The demonetisation programme has been poorly designed and executed
Defence of decision comes as central bank defies market expectations of a rate cut
