India Banks – No End in Sight
There have been several false starts. There were times when many presumed the bad loan cycle was about to end. It could have been with the PSU bank...
358 Views
RBI - Desperate Times Call For Desperate Measures
Regulatory Forbearance for Real Estate Developers: Although we await the final guidelines, the RBI is permitting the commercial operations of real...
279 Views
RBI Policy Update: A Boost For Indian Financials
RBI announced its monetary policy updates yesterday (Feb 6, 2020). While it left the interest rates unchanged, it signaled accommodative stance...
375 Views
Yes Bank: Beware of Possible Saviors, Underweight State Bank of India’s AT1
If an India-headquartered bank is called upon to take-over all of Yes Bank (YES IN) (YESIN), an unlikely but possible outcome, debt investors in...
881 Views
Bank of Baroda – Amalgamation Aggravation
We have focused a lot on private banks and NBFCs in India. It would be wrong to assume that large PSU banks are now safe and seeing a wholesale...
336 Views