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...
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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,...
695 Views
India Props Up State Banks Yet Again, Korean Chaebol Moment of Truth
Russia and India have looked the riskiest EM banking sectors, the former having seen a huge bailout of Otkritie and B&N while India’s state...
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21 Things Worth Knowing (#6)
1. Artificial Intelligence drives down wages. The Economist wrote an article showing how Artificial Intelligence (AI) is creating new jobs. AI...
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Axis Shareholders' Silent Prayer to Bain: Stick Around to Clean Up the Mess
Is Bain Capital investing in Axis Bank in order to turn around the troubled lender, or is it merely a passive speculator, picking up a stake when...
401 Views