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Semester 5: Theory of Money and Banking

  • Nature and Function of Money

    Nature and Function of Money
    • Definition of Money

      Money is an accepted medium of exchange that facilitates transactions. It serves as a unit of account, a store of value, and a standard of deferred payment.

    • Characteristics of Money

      Money must possess characteristics such as portability, durability, divisibility, uniformity, limited supply, and acceptability to function effectively in the economy.

    • Functions of Money

      Money performs several essential functions: it acts as a medium of exchange, a measure of value, a store of value, and a standard for deferred payments.

    • Types of Money

      There are various types of money including commodity money, fiat money, representative money, and digital currency, each serving different purposes in the economy.

    • Money and Economic Stability

      The stability of money is crucial for economic growth. Inflation and deflation can result from mismanagement of money supply, affecting purchasing power.

    • Role of Central Banks

      Central banks play a significant role in managing the money supply, providing stability to the financial system and influencing interest rates to regulate economic activity.

    • Modern Developments in Money

      With the rise of technology, digital currencies and electronic payments have transformed the landscape of money, posing new challenges and opportunities for economies worldwide.

  • Business Cycle

    Business Cycle
    • Definition and Phases

      The business cycle refers to the fluctuations in economic activity that an economy experiences over time. It consists of four main phases: expansion, peak, contraction, and trough. During the expansion phase, economic activity increases, leading to higher employment and income levels. The peak is the point where growth reaches its maximum before a downturn. Contraction follows, where economic activity slows down, leading to potential recessions. Finally, the trough marks the lowest point of economic activity before recovery begins.

    • Causes of Business Cycles

      Business cycles can be influenced by various factors, including changes in consumer demand, investment trends, government policies, and external shocks such as natural disasters or geopolitical events. Demand-side factors such as consumer confidence and disposable income often drive expansions, while tight monetary policy or decreased public spending may lead to contractions.

    • Economic Indicators

      Various indicators are used to gauge the stages of the business cycle. Leading indicators, such as stock market performance and manufacturing orders, predict future economic activity. Lagging indicators, like unemployment rates and inflation, confirm trends after they occur. Coincident indicators, such as GDP and retail sales, occur simultaneously with changes in the economic cycle.

    • Impact on Monetary Policy

      Understanding the business cycle is crucial for monetary policy formulation. Central banks may adjust interest rates to either stimulate the economy during contractions or cool it down during expansions. For instance, lower interest rates can encourage borrowing and investment, fostering economic expansion.

    • Conclusion and Relevance

      The business cycle is a fundamental concept in economics that helps understand fluctuations in economic performance. Its study is essential for businesses, policymakers, and investors, as it influences decisions regarding investment, job creation, and economic strategies.

  • Indian Banking System

    Indian Banking System
    • Introduction to Indian Banking System

      The Indian Banking System is the backbone of the financial framework of India. It consists of various banks and financial institutions which help in mobilizing savings, providing credit, and facilitating financial transactions.

    • Types of Banks

      Indian banks can be classified into several categories such as Commercial Banks, Cooperative Banks, Regional Rural Banks, and Development Banks. Each type serves a specific purpose and caters to different segments of society.

    • Regulatory Framework

      The Reserve Bank of India is the central bank that regulates the Indian Banking System. It formulates policies to ensure financial stability and supervises banks' operations to maintain a sound banking environment.

    • Functions of Banks

      The primary functions of banks include accepting deposits, providing loans, facilitating payments, and offering other financial services. Banks also play a crucial role in liquidity management in the economy.

    • Impact of Technology on Banking

      Technological advancements have transformed the Indian Banking System. Digital banking, mobile apps, and online payment systems have increased accessibility and convenience for customers.

    • Challenges in Indian Banking

      Challenges faced by the Indian Banking System include rising Non-Performing Assets, regulatory compliance, cybersecurity threats, and the integration of financial technology.

    • Conclusion and Future Trends

      The future of the Indian Banking System appears promising with the adoption of fintech solutions, emphasis on financial inclusion, and potential reforms in regulatory practices. Sustainable banking practices are also gaining importance.

  • Bank Accounts

    Bank Accounts
    • Types of Bank Accounts

      Common types include savings accounts, current accounts, fixed deposit accounts, and recurring deposit accounts. Savings accounts are ideal for earning interest on deposits, while current accounts facilitate daily transactions without limits.

    • Features of Bank Accounts

      Features vary by account type. Savings accounts generally offer interest and withdrawal limits. Current accounts provide no restriction on withdrawals but may require a minimum balance.

    • Opening a Bank Account

      To open an account, individuals must provide identification, address proof, and initial deposit. The process varies by bank but usually involves filling out an application form.

    • Maintenance of Bank Accounts

      Banks charge fees for service maintenance, especially if minimum balance requirements are not met. Regular account statements help in tracking transactions.

    • Digital Banking and Bank Accounts

      Many banks offer online and mobile banking services, making account management easier. Customers can check balances, transfer funds, and pay bills online.

    • Importance of Bank Accounts

      Bank accounts play a crucial role in personal finance management, providing security for funds, facilitating transactions, and allowing access to credit.

  • Banker-Customer Relationship

    Banker-Customer Relationship
    • Definition and Importance

      The banker-customer relationship refers to the legal relationship between a bank and its customers. It is fundamental to banking operations and dictates the terms and conditions through which banks provide services to customers. This relationship is important as it fosters trust, ensures financial transactions are conducted smoothly, and helps in building long-term customer loyalty.

    • Types of Relationships

      The banker-customer relationship can take various forms, including: 1. Debtor-Creditor Relationship: The bank acts as a creditor when it provides loans, and the customer is the debtor. 2. Agency Relationship: In some cases, banks may act on behalf of customers, managing various transactions. 3. Trust Relationship: This includes investment services where banks manage funds for customers, necessitating a high level of trust.

    • Rights and Obligations

      Both bankers and customers have specific rights and obligations under this relationship. - Bank's Rights: The bank has the right to charge interest fees, seek repayment, and enforce agreements. - Customer's Rights: Customers are entitled to confidentiality, fair treatment, and access to agreed services. - Obligations include the bank's duty to act in good faith and the customer's duty to provide accurate information.

    • Impact of Technology

      In recent years, technology has significantly transformed the banker-customer relationship. Online banking, mobile apps, and digital payment systems have enhanced convenience, allowing customers to perform transactions anytime and anywhere. However, this also raises concerns regarding data security and privacy.

    • Regulatory Environment

      The banker-customer relationship is governed by various laws and regulations that ensure consumer protection and financial stability. Regulatory bodies establish guidelines for fair practices and dispute resolution, promoting transparency and accountability in banking services.

    • Challenges and Issues

      Despite advancements, the banker-customer relationship faces challenges such as: 1. Trust issues arising from data breaches and scandals. 2. Customer complaints regarding poor service or lack of transparency. 3. Regulatory compliance burdens affecting service delivery.

Theory of Money and Banking

B.COM.

Banking and Insurance

V

Periyar University

Discipline Specific Elective

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