Why Is Sell-Side So Afraid of Mentioning the RBI’s Confidential Reports on India’s Top Banks?
Problem: You are a leading sell-side analyst. What do you do when confronted with valuable, authoritative, and hitherto confidential information...
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Is Poor Internal Audit a Lacuna in HDFC Bank’s Processes, Or Part of Its Business Model?
Recently, the Reserve Bank of India (RBI) was forced to disclose its confidential inspection reports, called Risk Assessment Reports (RARs), of the...
674 Views
India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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E&Y Affiliate Barred: Why Are Banks Addicted to Delinquent Auditors?
Corrigenda: There is an error in this insight. Please note the correction. Correction: In the second paragraph in the summary below, "... B S R...
670 Views
The Deferred Tax Bomb
While the market is commending banks like ICICI and Axis Bank for cleaning up their balance sheets with aggressive loan loss provisions, what is...
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