Global Emerging Market Funds: Monthly Performance Review
In this report, we analyse the performance of Global Emerging Market funds for the month of July. We break down performance based on fund style,...
396 Views
Axis Bank: New Engines of Growth = New Engines of NPAs?
The market has not been kind to Axis Bank after its 1QFY2020 results. The share price has fallen 7%, as compared with a fall in the NIFTY of only...
444 Views
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...
502 Views
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...
459 Views