India Public Sector Bank Mergers: Stock Exchange Ratio Analysis
Public sector bank (PSB) consolidation has been on the cards since the NDA Government came into power in 2014. Since then 27 PSBs have become 20,...
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Value Versus Momentum: If the Shift Underway Holds, Bank Shares May Do Well.
There is a great deal of maybe premature debate about "Value" suddenly trumping "Momentum" after years of underperformance. Similarly, there is a...
486 Views
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
741 Views
India Banks – The Roadmap Ahead
With the Reserve Bank of India (RBI) now effectively run by the government, there are likely to be discernable red flags ahead. We must expect that...
574 Views
Spoke in the Merry-Go-Round?
On July 27, 2017, the Reserve Bank of India (RBI), the banking regulator, probably responding to the significant underreporting of non-performing...
646 Views