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...
358 Views
The Indian Economy and Public-Sector Banks – On the Edge of A Precipice
We believe that India is entering a stage of maximum risk. Increasing political uncertainty is adding, even more, twists and turns for the...
126 Views
Indian SOE Banks – Positive/Massive Front-Ended Re-Cap Occurs
* The Indian government removed the biggest tail risk at SOE banks with its first tranche re-cap announcement, enabling the sector to take the...
218 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...
4.1k Views
India's Lending Is Still Painfully Low in January
The collapse of lending in India remains well in place in January where annual growth is running at an anemic 3.3%. This is the same as in December...
430 Views