Fortis Healthcare: It's All About the Occupancy
Ihh Healthcare (IHH MK) should complete its investment into Fortis Healthcare (FORH IN) in the next 60 days. IHH's management has provided limited...
633 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
462 Views
India – Higher USD Debt with Weakening FX Rate Is Not a Good Combination
The INR (USDINR CURNCY) reached a new low at INR69.1 to the USD. This is despite the Reserve Bank of India’s (RBI) rate rise several weeks ago. ...
382 Views
Will India’s Banking Regulator Approve a Serial Mis-Reporter for One More Term?
Yes Bank shareholders with an "overwhelming majority" approved the reappointment of Rana Kapoor as managing director and CEO for another 3 years...
697 Views
India Banks – Rising Rates Can Drive Marginal NPLs
The Reserve Bank of India (RBI) raised interest rates by 25bps in early June. While one could argue that the inflationary pressures from oil...
106 Views