By Deferring Tax, HDFC Bank Inflates Current Profits at the Cost of Future Profits
Post the announcement of HDFC Bank’s results, the sell-side rejoiced and the overwhelming majority reaffirmed their bullish stance on the stock,...
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HDFC Bank – New Pillar Three Data Worries
While most focus on reported earnings, Pillar 3 data is more granular, more revealing. As our esteemed colleague, Hemindra Hazari, has suggested in...
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EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
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Global Equity Strategy: EU and UK Financial Stocks Are Attractive
Our outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains positive and we continue to expect higher equity prices going forward. ...
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Axis Bank Board’s Motto: Trust Only in Strangers
The Reserve Bank of India’s (RBI) approval of the selection of Amitabh Chaudhry, the then HDFC Standard Life Insurance Chief Executive Officer...
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