Actionable Insights, Assured Alpha, ANTYA Investments

ANTYA Investments

Actionable Insights, Assured Alpha

Investing That Empowers You

ANTYA Investments Inc., regulated by the Ontario Securities Commission, is registered to provide wealth management services in Canada. ANTYA manages institutional, and high net-worth client portfolios on a discretionary basis. Our investment philosophy embraces a Core-Satellite approach.  The core of the portfolio is chosen from a group of fifteen asset classes. A few stock specific asymmetrical investment opportunities comprise the satellite segment. ANTYA invests only in global, large capitalization, and investment grade companies.  

Macroeconomics

<p>Since the publication of our January 2018 report, the  spread between one-year Indian G-SEC and the U.S. Treasury has declined approximately 50bps. After accounting for currency depreciation and transaction costs, a U.S.$ investor generated zero return in the Indian debt market during the first four months of the current year.  We estimate that prospectively foreign investors in Indian debt markets ....</p>

Since the publication of our January 2018 report, the  spread between one-year Indian G-SEC and the U.S. Treasury has declined approximately 50bps. After accounting for currency depreciation and transaction costs, a U.S.$ investor generated zero return in the Indian debt market during the first four months of the current year.  We estimate that prospectively foreign investors in Indian debt markets ....

India: The Indian Rupee – Next Stop INR 70/USD, G-SEC 10-Year Yield – 8%

Thematic (Sector/Industry)

<p>Indian banks are dealing with multiple issues, none of which are easily resolvable. However, the recent decline in GOI bond yields has given the banks a temporary reprieve, and in our view, most banks could surprise to the upside when Q4-F18 results are reported. The massive bond hoardes in available for sale portfolios, which impacted some of the banks negatively in Q3-F18, would be marked upwards, realising investment gains on the income statement. The longer term story is less sanguine.</p>

Indian banks are dealing with multiple issues, none of which are easily resolvable. However, the recent decline in GOI bond yields has given the banks a temporary reprieve, and in our view, most banks could surprise to the upside when Q4-F18 results are reported. The massive bond hoardes in available for sale portfolios, which impacted some of the banks negatively in Q3-F18, would be marked upwards, realising investment gains on the income statement. The longer term story is less sanguine.

The Indian Conundrum - A Growing Economy & Stagnant Bank Credit

India

HDFC Bank Ltd. offers a wide range of services to the global corporate sector. The Bank provides corporate banking and custodial services and is active in the treasury and capital markets. HDFC also markets project advisory services and capital market products such as Global Deposit Receipts, Euro currency loans, and Euro currency bonds.

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HDFC Bank (HDFCB IN)

India: The Indian Rupee – Next Stop INR 70/USD, G-SEC 10-Year Yield – 8%

Since the publication of our January 2018 report, the spread between one-year Indian G-SEC and the U.S. Treasury has declined approximately 50bps....

ANTYA Investments

The Indian Conundrum - A Growing Economy & Stagnant Bank Credit

Indian banks are dealing with multiple issues, none of which are easily resolvable. However, the recent decline in GOI bond yields has given the...

ANTYA Investments

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)