Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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HDFC Bank – Dominance in Payments
HDFC Bank, India’s largest bank by market capitalisation is known for its premium asset quality, superior profitability, consistent predictability...
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Fast Growing Banks, Amidst Slowing Growth: India
India’s economy continues to slow. Yet, many of India’s banks are expanding credit aggressively. The risk is that new debtors are not expecting a...
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Reigning in Provision Costs, Despite Higher Bad Loans: DBS
Against higher bad loans, DBS Group Holdings Ltd (DBS SP) took less provision expenses. The bank’s bad loans were up 37% in the past twelve months,...
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India's 7th Rate Cut, HDFC's Defiant Loan Growth
India has cut interest rates again. The successive multiple rate cuts suggest to us that all is not well in the India economy. There will be...
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