EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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Yes Bank: In the Cross Hairs of the Regulator
Yes Bank is in the cross hairs of the Reserve Bank of India (RBI), the banking regulator. On February 13, 2019, the bank issued a press release...
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Yes Bank’s New CEO Should Not Be a Yes Man
Yes Bank has appointed Ravneet Gill as the bank’s CEO, effective latest from March 1, 2019, for a 3-year term. The announcement led to a spurt in...
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India Banks – HDFC Bank Subsidiary Stalled Profit
When most analyze HDFC Bank (HDFCB IN), there is little emphasis on its non-banking finance company (NBFC) subsidiary, HDB Financial Services...
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India Banks – The Roadmap Ahead
With the Reserve Bank of India (RBI) now effectively run by the government, there are likely to be discernable red flags ahead. We must expect that...
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