ANIMAL SPIRITS™ UPDATE: Japan Equity Market Outlook - BOJ, Fed & The Value Trap
Executive Summary This week, the Fed has behaved consistently with our macro roadmap by not raising rates yet but running the US economy "hot". Two...
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ICICI Pru Life IPO Review - Cheaper than HDFC-Max Life but Still Might Be Only Fairly Valued
Icici Bank Ltd (ICICIBC IN) plans to raise US$900m by part selling its stake in ICICI Prudential Life Insurance. This will be the largest IPO in...
383 Views
Financial Services Observer: Solving the Interest Rate Equation
Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...
160 Views
Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
236 Views
The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
250 Views