ICICI Securities IPO Preview – from Gold to Stocks? A Trade on the Modern Indian Investor
Summary: ICICI Securities Ltd (1191Z IN) plans to IPO at the end of February. ICICI is the largest retail and institutional securities brokerage in...
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EM Positioning 2018: The Big Exposures & Risks
The drivers of returns for EM managers in 2017 were dominated by China and Technology stocks (see EM Positioning Review 2017. The Key Drivers of...
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HDFC Bank – Accelerating NPL Growth
There remains no let up in HDFC Bank Limited (HDFCB IN)'s non-performing loan (NPL) growth. In the latest quarter the growth rate YoY reached 57%....
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EM Positioning Review 2017. The Key Drivers of Performance
In order to understand the drivers of performance among EM active managers, we create a portfolio based on the aggregated holdings of 134 global...
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Bandhan Bank IPO Preview: Poor People, Rich Returns
Bandhan Bank is a commercial bank focused on microfinance services in the underbanked and underpenetrated markets in India. Bandhan is targeting a...
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