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...
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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...
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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...
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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,...
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SBI Cards - Investors Swiping Out as Lockdown Extended
SBI Cards (SBICARD IN) listed less than a month ago, but it feels like a lifetime already. The stock is down 33.05% from its IPO price and was down...
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