Wall of Silence: Sell-Side & Media Response to HDFC Bank's Divergence
Sell-side research and the business media are the eyes and ears of the capital market. Their role is to cast the spotlight on issues which...
774 Views
India: Serious Corruption Charges Against NTPC Director, Why Indian SoEs Are in Serious Trouble?
NTPC Ltd (NTPC IN) Director under CBI scanner The premier investigation agency of India, CBI (Central Bureau of Investigation) has registered a...
145 Views
HDFC Bank - The Curious Case of Jindal Steel & Power
It is now clear that the unnamed and disputed corporate non-performing asset (NPA) in HDFC Bank Limited (HDFCB IN) 2QFY2018 results was Jindal...
1.8k Views
HDFC Bank – Joining the Divergence Bandwagon?
In India’s banking scene, one bank enjoys a particularly charmed life. Gross Non-Performing Assets (NPAs) at 1 percent, profits growing at 20...
622 Views
The Profits (And Perils) Of Independent Large Cap Research
True, the field is crowded, and fresh insights are hard to come by. Still, contrary to Douglas Kim’s argument, it’s not mid-caps, but large-caps,...
706 Views