Bajaj Finance – Near-Term Pressure, Long-Term Winner
* Solid Franchise: Given the economic uncertainty, which will ultimately challenge credit costs and growth for Bajaj Finance (BAF.IN) [Bajaj], we...
376 Views
Reserve Bank of India – Zero Forethought
* Instead of Applause, Throw Tomatoes: The call for a 21-day nationwide lockdown to contain the corona virus, has caused a massive liquidity drain...
255 Views
Yes Bank - Can't The RBI Do Anything Right?
Breaching Regulatory Minimums: Given the hefty loan loss provision, Yes Bank’s (YES.IN) [Yes] Common Equity (CET l) ratio now stands at a very...
347 Views
HDFC Bank Declines to Donate Blood for Yes Bank; Why Did Weaker Donors Oblige?
In the State Bank Of India (SBIN IN)-led bail-out of Yes Bank (YES IN) assisted by private sector entities, HDFC Bank (HDFCB IN), the largest...
267 Views
Yes Bank’s Silent Run: When Equity Market Was Perfectly Uninformed
Yes Bank (YES IN) reported a staggering consolidated net loss of Rs 191 bn ($2.6 bn) for the 9 month period ended December 31, 2019 (for 3Q FY2020...
283 Views