HDFC Bank: 138% Higher Provision Costs
While the market may have liked the HDFC Bank numbers, to us the figures show that there is indeed inherent weakness coming through. The third...
305 Views
India's Banks to Raise Provision Expenses – Mandated
The Reserve Bank of India (RBI) just announced that banks will need to take higher provisions than the prescribed rates. Perhaps it would be easier...
148 Views
Kotak Mahindra Bank - US$616mn Forbearance
Uday Kotak’s much-hyped press conference on March 29, 2017 ended with a whimper with his announcement of a new digital-based saving account which...
510 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4k Views