India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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E&Y Affiliate Barred: Why Are Banks Addicted to Delinquent Auditors?
Corrigenda: There is an error in this insight. Please note the correction. Correction: In the second paragraph in the summary below, "... B S R...
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The Deferred Tax Bomb
While the market is commending banks like ICICI and Axis Bank for cleaning up their balance sheets with aggressive loan loss provisions, what is...
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Sell-Side Analysts’ Blind Faith in IndusInd Bank Need Not Blind Investors
Indusind Bank not only declared 4QFY2019 results far below consensus expectations, but FY2019 net profits have been inflated by a significant...
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Yes Bank – No
We will try our best not to repeat the excellent analysis done by our fellow Smartkarma analyst Hemindra Hazari on Yes Bank. Rather our focus here...
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