Lifting the Veil on Another Year of Record Profits
HDFC Bank, the perennial market favourite reported its 4Q and full year results and the media played up its record profits. The sell-side in all...
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Banks' Board: Minefield of ‘Conflicts of Interests’?
ICICI Bank Ltd (ICICIBC IN) ‘conflict of interest’ saga has caught the attention of every business media house, analyst and investors community....
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The Indian Conundrum - A Growing Economy & Stagnant Bank Credit
Indian banks are dealing with multiple issues, none of which are easily resolvable. However, the recent decline in GOI bond yields has given the...
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HDFC Bank: Puri Heads For a Quarter Century
The shimmering lustre of India’s crown jewel of banking, HDFC Bank Limited (HDFCB IN), is attributed to its chief executive officer (CEO), Aditya...
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Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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