The Profits (And Perils) Of Independent Large Cap Research
True, the field is crowded, and fresh insights are hard to come by. Still, contrary to Douglas Kim’s argument, it’s not mid-caps, but large-caps,...
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HDFC Standard Life - Volatile Business
Insurance companies are in the business of risk. The rest of us lead our normal lives, and leave to them the tedious job of sizing up, and...
358 Views
HDFC Standard Life IPO - Great Brand, Prudent Product Mix but Not Such a Great Price
Housing Development Finance (HDFC IN) and Standard Life PLC (SL/ LN EQUITY) plan to raise up to US$1.4bn by selling 14.9% of HDFC Standard Life in...
286 Views
India Props Up State Banks Yet Again, Korean Chaebol Moment of Truth
Russia and India have looked the riskiest EM banking sectors, the former having seen a huge bailout of Otkritie and B&N while India’s state...
133 Views
More Losses at India State Banks
The Reserve Bank of India (RBI) recapitalization plan is fundamentally flawed. It is not large enough. It does not address processes, systems. It...
157 Views