ICICI Bank 2Q18: Rising Risk of NPL Divergence with RBI
ResultsICICI Bank's 2Q18 net profit was 19% below consensus expectations due to a decline in treasury income (excluding the stake sale in a...
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Dramatic Deterioration At Axis Bank
The headlines completely mislead, appearing warm, fuzzy on quarterly earnings. The reality is that Axis Bank Ltd (AXSB IN) saw its unconsolidated...
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A Long-Term Perspective on HDFC Bank Is Worthwhile as India's Slowdown Continues
India’s real GDP growth continues to trend lower. We are doubtful that this is news or that people are unfamiliar with the chart of its...
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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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HDFC Bank – Dominance in Payments
HDFC Bank, India’s largest bank by market capitalisation is known for its premium asset quality, superior profitability, consistent predictability...
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