Tigers on Domestic Turf - Feb 17 Newsletter
Investing in Indian equities does feel like Indian cricket team performing on domestic pitches. Some of the movements and stock...
211 Views
Cratering Loan Growth in India
Average loan growth for India's banks is now at unprecedented low levels: 0.3% as at December 2016 compared with March 2016. The figures have been...
390 Views
India's Dramatic NPL Acceleration
Dena Bank is a small PSU bank, at a similar size to better-known YES Bank. Dena Bank received a central bank capital injection a few months ago....
360 Views
Life Insurance: License for a Casino
The deregulation of India’s life insurance industry in 2000 and the eventual direct listing of private life insurance companies, with ICICI...
669 Views
Indian Banks: Wary of SoE Bank Rally; Keep Focus on Retail Lenders as Consumer Credit Booms
Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with...
187 Views