IndusInd Bank - Is the One-Off Exposure a Reflection of Its Risk Managment?
IndusInd Bank’s quarter ended March 31, 2017 (4QFY2017) was impacted by a “one-off” exposure to a company whose cement operations is in the process...
442 Views
Most Popular / Unpopular Sectors and Countries in Asia - Ex Japan (Last 2 Weeks)
We continue to track the Analyst Upgrades / Downgrades over the previous 2 week to identify potential trends in popularity. Which Sectors /...
570 Views
Kotak Mahindra Bank - US$616mn Forbearance
Uday Kotak’s much-hyped press conference on March 29, 2017 ended with a whimper with his announcement of a new digital-based saving account which...
514 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4.1k Views