Equitas: Solid Operator
We initiate coverage on Equitas Holdings Ltd/India (EQUITAS IN) with a buy. Equitas, a leading small finance bank (SFB) led by an ex-Cholamandalam...
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Cholamandalam: Rising Market Share Boosts Growth
Chola’s better-than-expected net profit of INR2.1 bln (+24% YoY) for 1Q18 was driven by strong loan book growth of 14% YoY and net interest margins...
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Cholamandalam Investment and Finance Company Limited: Back to Normal as Migration to 90+DPD Is Over
Cholamandalam Invest & Fin Co Ltd (CIFC IN)"Chola", a finance company focused on vehicle financing and loans-against-property is the second...
221 Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
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Investors Need To Be Patient With Reform Momentum Even As Modi Win Ensures Policy Continuity
Expectations on economic reforms from Modi government are running high after the big win in Uttar Pradesh. Political analysts are expecting this...
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