EM Relative Strength Is Bottoming: Overweight
Relative strength for MSCI EM is bottoming vs. MSCI EAFE despite continued global equity market weakness. Although the MSCI EM's price index...
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India – Weakening Rupee Means Little Relief For Banks
The last thing which struggling debtors in India need is another interest rate increase. But this is precisely what they will get. Given extreme...
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Banks' Board: Minefield of ‘Conflicts of Interests’?
ICICI Bank Ltd (ICICIBC IN) ‘conflict of interest’ saga has caught the attention of every business media house, analyst and investors community....
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IDFC Bank-Capital First Merger, Win-Win for Both Entities
We recently wrote a report on IDFC bank's (IDFCB) proposed merger with Shriram group IDFC- Shriram Group Merger, a Sweet Deal for IDFC Bank...
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Federal Bank: Will You Bank on This One?
Induction of senior management from top private banks in the country driving a turnaround in business quality and growth Senior management...
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