EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
161 Views
Chickens Abroad Come Home to Roost
The surge in non-performing assets (NPAs) in the Indian banking industry disguises a lesser known issue of a larger percentage surge in bad loans...
550 Views
Rising Deferred Tax Asset - Not a Healthy Sign
Rising net deferred tax assets (DTA) in a scenario of stagnant and depressed net profits is not a healthy sign as current years’ net profits get...
429 Views
Yes Bank - Top Heavy Swings in Organisational Structure
Credibility issues have plagued Yes Bank’s asset quality disclosures in the earlier (year ending March 31, 2016) annual report, added to these...
796 Views
IndusInd Bank - Is the One-Off Exposure a Reflection of Its Risk Managment?
IndusInd Bank’s quarter ended March 31, 2017 (4QFY2017) was impacted by a “one-off” exposure to a company whose cement operations is in the process...
445 Views