BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
421 Views
HDFC Bank – Falling Out Of Love
It is easy to see how quickly investors can sour with once-loved financials. In India this list is gathering momentum and now includes Indiabulls...
516 Views
Real Estate Loans Blow up Has Been Cooking For NBFC As High Competition Drove Down Quality & Yields
NBFCs along with global PE funds have provided almost 80% of Real estate sector financing needs in the last 5 years as banks slowly reduced...
488 Views
India Selected Topics: Opportunity in NBFCs, RBI Mandate and Election Spending Pick Up
Derating of the financial sector and NBFCs, in particular, has thrown up some good opportunities for investors in this space as the market is...
237 Views
When Directors Don’t Pay Attention to Risk, They Are the Risk
The quality and intellectual calibre of the former directors of the unlisted and insolvent IL&FS was revealed to all when an anonymous former...
821 Views