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payments: Archive

Kaibalya Pravo Dey

The Payments Game is Changing: Is Mastercard Still a Safe Bet?

MA is facing new payment rails from stablecoins to AI agents, but its aggressive reinvention may keep it ahead of the disruption.

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Rajshree Sipani

Can Visa's OwlTing Partnership Accelerate Stablecoin Adoption?

V deepens OwlTing ties to enable debit-funded USDC via Visa Direct, aiming to cut onboarding friction and position itself at crypto's transaction core.

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Rajshree Sipani

Mastercard's ASEAN AI Push: Can Trust Unlock Agentic Commerce?

MA accelerates AI payments in ASEAN, betting trust frameworks like tokenization and verifiable intent can unlock agentic commerce.

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Kaibalya Pravo Dey

Visa Slides to 22X P/E: Opportunity Knocking or False Signal?

V's forward P/E has slid to 22X, below its 5-year median, but rising fintech threats and regulatory pressure raise questions about the pullback.

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Rajshree Sipani

Is AXP's Platinum Refresh Delivering Stronger Engagement and Spend?

American Express' Platinum Card refresh is boosting engagement and spend, with richer perks driving usage growth, though rising costs are putting pressure on margins.

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Rajshree Sipani

How Visa Is Positioning for the Rise of AI-Led Commerce

V positions AI as an active buyer, with agents negotiating and executing payments, aiming to anchor trust as machine-led commerce scales.

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