ICICI Bank: NPL Cleanup to Spillover into FY19
We believe ICICI Bank Ltd (ICICIBC IN) stock performance will be determined by investors perception on where it stands in this cycle of NPL...
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Dramatic Deterioration At Axis Bank
The headlines completely mislead, appearing warm, fuzzy on quarterly earnings. The reality is that Axis Bank Ltd (AXSB IN) saw its unconsolidated...
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Axis Bank's Nose Grows and Grows and Grows
Even in the rowdy game of football, two yellow cards result in dismissal from the field of play. Indian banking, though, adheres to lower...
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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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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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