Bank Credit Growth: Wrong Diagnosis ?
There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the...
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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...
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Big Money, Small Ideas - Sep 16 Newsletter
In what has been a range bound market, the element which stood out in recent times is increased participation of small/micro caps with relatively...
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Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
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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...
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