HDFC Bank – Joining the Divergence Bandwagon?
In India’s banking scene, one bank enjoys a particularly charmed life. Gross Non-Performing Assets (NPAs) at 1 percent, profits growing at 20...
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HDFC Bank - Risk Uncovered
Without repeating the implications of IFRS 9, which we highlight in two recent notes, save to say that banks with low allowance for loan losses...
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The Profits (And Perils) Of Independent Large Cap Research
True, the field is crowded, and fresh insights are hard to come by. Still, contrary to Douglas Kim’s argument, it’s not mid-caps, but large-caps,...
696 Views
HDFC Standard Life - Volatile Business
Insurance companies are in the business of risk. The rest of us lead our normal lives, and leave to them the tedious job of sizing up, and...
347 Views
HDFC Standard Life IPO - Great Brand, Prudent Product Mix but Not Such a Great Price
Housing Development Finance (HDFC IN) and Standard Life PLC (SL/ LN EQUITY) plan to raise up to US$1.4bn by selling 14.9% of HDFC Standard Life in...
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