India Channel Insight # 27 | Postcard from Uttar Pradesh (UP) | BJP Likely to Remain in Power
The focus of this channel Insight is the state of Uttar Pradesh, one of the largest and most important states in India currently undergoing...
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Indian Banks; Further Question Marks on Credit Quality
We still have NPL concerns on Indian banks; yet we like quality play HDFC Bank, turn positive on State Bank of India & we stay negative on Canara &...
243 Views
India Channel Insight #22 | Bandhan Bank, AU Bank, Manappuram
We interact with four DSC managers of Bandhan Bank, two managers of AU Bank and Manappuram Finance to understand the collection and loan growth...
285 Views
RateGain Travel Technologies IPO Trading - Deals with Similar Sub-Rates Have Generally Traded Higher
RateGain Travel Technologies (1920810D IN) raised around US$177m in its India IPO. The deal comprised a mix of primary and secondary shares.
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Indian Banks; A Time for Increased Caution
Credit quality is likely to worsen, leading to higher credit costs going forward and eroded returns; We like HDFC Bank, turn cautious on SBI &...
305 Views