Equitas: Solid Operator
We initiate coverage on Equitas Holdings Ltd/India (EQUITAS IN) with a buy. Equitas, a leading small finance bank (SFB) led by an ex-Cholamandalam...
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A Long-Term Perspective on HDFC Bank Is Worthwhile as India's Slowdown Continues
India’s real GDP growth continues to trend lower. We are doubtful that this is news or that people are unfamiliar with the chart of its...
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The Problem with Transparency Is That You Can See Things
On August 4, the Securities and Exchange Board of India (SEBI), the capital markets regulator, issued a path-breaking circular compelling listed...
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A Dose of Transparency, Better Late than Never
In a welcome development for transparency, the Securities and Exchange Board of India (SEBI), the capital markets regulator issued a notification...
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India's 7th Rate Cut, HDFC's Defiant Loan Growth
India has cut interest rates again. The successive multiple rate cuts suggest to us that all is not well in the India economy. There will be...
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