India: Serious Corruption Charges Against NTPC Director, Why Indian SoEs Are in Serious Trouble?
NTPC Ltd (NTPC IN) Director under CBI scanner The premier investigation agency of India, CBI (Central Bureau of Investigation) has registered a...
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The Profits (And Perils) Of Independent Large Cap Research
True, the field is crowded, and fresh insights are hard to come by. Still, contrary to Douglas Kim’s argument, it’s not mid-caps, but large-caps,...
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India Props Up State Banks Yet Again, Korean Chaebol Moment of Truth
Russia and India have looked the riskiest EM banking sectors, the former having seen a huge bailout of Otkritie and B&N while India’s state...
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EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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ICICI Bank 2Q18: Rising Risk of NPL Divergence with RBI
ResultsICICI Bank's 2Q18 net profit was 19% below consensus expectations due to a decline in treasury income (excluding the stake sale in a...
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