Indian NBFCs - Equity Opportunities: Pessimism Bottoming Out, Time to Accumulate
India’s Non-Banking Financial Corporation (NBFC) liquidity crisis needs no introduction. Post the default of AAA rated IL&FS in Sep 2018 and...
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India - Liquidity Sucks
Don't Count on BPCL Sale; Runway to Get Deal Done Is Short; Plan B - More of a Bait & Switch - is Highly Likely; Moody’s Rightly Cut...
379 Views
Muthoot Finance – An Oasis In India Financials
Increased risks in India financials abound. This includes dubious auditing work; divergence in bad loans; funding risk; excessive lending growth;...
652 Views
India Liquidity Update: Widening Crisis of Confidence, NBFCs and Developers Struggle for Liquidity
India’s financial markets are witnessing the highest number of liquidity issues since the global financial crisis. These include IL&FS, Dewan...
383 Views
India Liquidity Update: SBI, LIC Scramble to Prevent Another NBFC Default
SBI, LIC open the taps to save Dewan Housing Finance (DEWH IN) and Indiabulls Housing Finance (IHFL IN) from possible default. SBI buys Rs60bn of...
621 Views