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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Bajaj Finance Limited - Well Placed to Survive the Downturn
We believe Bajaj Finance (BAF IN) is well placed to survive the current downturn, given its strong capital position and liquidity levels . Its...
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Bajaj Finance – Near-Term Pressure, Long-Term Winner
* Solid Franchise: Given the economic uncertainty, which will ultimately challenge credit costs and growth for Bajaj Finance (BAF.IN) [Bajaj], we...
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