India's Bear Stearns Moment
With large parts of India still in lockdown, there have been apprehensions that there could be an increase in corporate defaults, especially from...
675 Views
Edelweiss Financial – Not A Lot of Confidence
Turnaround Well Out Into Future: Edelweiss Financial Services (EDEL.IN) [Edelweiss] held an investor call. The update was disappointing to say...
290 Views
Reserve Bank of India – Half Pregnant Again
NBFC Liquidity Not Quite Addressed: In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential...
253 Views
Profitability Impact from RBI's Additional Provisioning Norms
As follow-up to our prior insight RBI Policy Bazooka 2.0: Strong Support for Indian NBFCs, where we discussed briefly the "NPA classification...
234 Views
RBI Policy Bazooka 2.0: Strong Support for Indian NBFCs
RBI today announced a few key policy measures to support the economy and the financial sector. These measures are positive for Indian financials,...
394 Views