Yes Bank: First Cut at Valuation
Yesterday (March 14), Yes Bank (YES IN) announced its takeover deal led by SBI and other banks. Subsequently, Yes Bank also announced its earnings....
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YES Bank Shareholder Lock-Up: Hotel California
Late Friday evening, the Ministry of Finance released a notification in the Gazette of India regarding the Yes Bank Reconstruction Scheme where one...
379 Views
Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
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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...
1k Views
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...
423 Views