Spoke in the Merry-Go-Round?
On July 27, 2017, the Reserve Bank of India (RBI), the banking regulator, probably responding to the significant underreporting of non-performing...
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Soaring Impairment Costs at HDFC Bank, More than Peers
HDFC Bank Limited (HDFCB IN) appears to be taking on excessive credit to offset far worse credit metrics. It's bizarre, but it does happen. It...
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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...
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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...
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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...
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