Can India Fund A Sustained Consumption Boom?
The Indian underweight stance has paid off this quarter - the consensus consumption boom thesis rarely asks how it can be funded, given the...
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Yes Bank: In the Cross Hairs of the Regulator
Yes Bank is in the cross hairs of the Reserve Bank of India (RBI), the banking regulator. On February 13, 2019, the bank issued a press release...
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India Banks – NPL Growth Higher at HDFC than Most Others
As new data from India's banks are released, we look to Pillar 3 disclosure and bad loan distribution, in particular. It is also interesting to see...
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HDFC Bank – Quarterly Credit Deterioration
The beloved bank reported exceptionally high growth in non-performing assets (NPAs) rising from INR111bn to INR119, from 2Q19 to 3Q19. And this is...
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India Banks – HDFC Bank Subsidiary Stalled Profit
When most analyze HDFC Bank (HDFCB IN), there is little emphasis on its non-banking finance company (NBFC) subsidiary, HDB Financial Services...
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