India Banks – New RBI Circular Is Telling
The Reserve Bank of India (RBI) has just issued on 12 February 2018 a new framework for the resolution of stressed assets. It’s comprehensive in...
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SBI - An Elephant in Distress
State Bank of India, India’s largest bank by assets and the government’s premier bank, shocked the market by reporting a 3QFY2018 loss of Rs 24.2...
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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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