HDFC Bank: Finding the Next Jindal Steel & Power
Corporate malaise is the reality in India. This is clear in corporate financial analysis, with high debt/EBITDA and low interest coverage. The...
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HDFC Bank - The Curious Case of Jindal Steel & Power
It is now clear that the unnamed and disputed corporate non-performing asset (NPA) in HDFC Bank Limited (HDFCB IN) 2QFY2018 results was Jindal...
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EM Tech: The Pain Trade Of 2017
Global Emerging Market fund managers are, on average, underweight technology stocks. In fact, though tech positioning among EM managers is at its...
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HDFC Bank – Joining the Divergence Bandwagon?
In India’s banking scene, one bank enjoys a particularly charmed life. Gross Non-Performing Assets (NPAs) at 1 percent, profits growing at 20...
622 Views
HDFC Bank - Risk Uncovered
Without repeating the implications of IFRS 9, which we highlight in two recent notes, save to say that banks with low allowance for loan losses...
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