Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
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US Firms’ Class Action Suits: HDFC Bank’s Auto Loan Malpractices Have Hit the Fan
US law firms, Rosen Legal, Pomerantz and Schall have filed class action suits (here, here and here) against HDFC Bank. The grounds are that HDFC...
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Capital Is King: Top Indian Banks Hold ~Rs 8 Trillion of Excess Capital
Capital is King, more so in times of crisis and uncertainty. With the pandemic showing no signs of abating, Banks have been conserving capital to...
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Computer Age Management Services IPO - Appears Fairly Priced
Computer Age Management Services (CAMS) is looking to raise up to US$200m in its Indian IPO. The company is backed by Warburg Pincus and...
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ICICI Bank – Insurance Waiver In Reality Is Capital Forbearance
*Ownership Waiver Received On Insurance: On September 14th, ICICI Bank (ICICIBC.IN) [ICICI] announced that it had received an exemption on...
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