IDFC First Bank – False Dawn
*Poor Result, Despite Profit Anomaly: IDFC First Bank (IDFCBK.IN) [IDFC] reported FY 4Q20 results INR 7.2 bn – the first positive result after six...
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EM Growth Vs Value: Maximum Divergence
The nature of the COVID-19 induced sell-off has favoured Aggressive Growth strategies over Value this year. During this period, the divergence in...
124 Views
Bajaj Finance - Shocking Net New NPL Increase
* Positive Operating Jaws, Despite Hefty Provision: Bajaj Finance (BAF.IN) [Bajaj] reported operating profits for FY 4Q20 of INR 891.6 mn –...
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HDFC Bank’s Downsizing Programme: Disturbing Lack of Humanity and Transparency
HDFC Bank (HDFCB IN), India’s largest bank by market capitalisation appears to be the first off the block in demanding resignations from permanent...
169 Views
Kotak Mahindra Bank – Not Terrible…Yet
* Not The Worst We Have Witnessed: Kotak Mahindra Bank (KMB.IN) [KMB] reported FY 4Q20 results of INR 1.9 bn, declining INR 443.5 mn (18.9%) linked...
305 Views