Muthoot Finance – Top ROA Lender, with 116 Tons of Gold!
India’s non-banking finance company (NBFC), Muthoot Finance (MUTH IN; "MTF"), lends against gold, arguably the best collateral of all. Its gold...
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EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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Beyond the Street | Demand Drivers for Electronic Consumer Durables Insights from the Ground
Given Indian's demographic dividend of a young working population with rising incomes, the consumer discretionary sector warrants attention. In...
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India Selected Topics: Opportunity in NBFCs, RBI Mandate and Election Spending Pick Up
Derating of the financial sector and NBFCs, in particular, has thrown up some good opportunities for investors in this space as the market is...
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Gold Rush for NBFCs May End as Worst Liquidity Crisis in a Decade Bites; Banks Review Exposure Norms
Severe liquidity crunch affects NBFC lending with several NBFCs, including the housing finance companies reporting a slowdown in lending. NBFCs had...
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