Gold Rush for NBFCs May End as Worst Liquidity Crisis in a Decade Bites; Banks Review Exposure Norms
Severe liquidity crunch affects NBFC lending with several NBFCs, including the housing finance companies reporting a slowdown in lending. NBFCs had...
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IL&FS: Begin by Giving the Board the Boot
Infrastructure Leasing and Financial Service (IL&FS), an unlisted company, classified by the Reserve Bank of India (the financial sector...
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HDFCAMC IPO Trading Update - Factors in the HDFC Premium
HDFC Asset Management Co Ltd (HDFCAMC IN) closed its first day of trading up 65% from its IPO price. The shares have already traded 1.25x its...
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Foreign Investors in HDFC Apply Their Minds, Nearly Give Chairman the Boot
It was a seismic event for corporate India. Deepak S Parekh, the doyen of private financial capital, a close confidant of corporate chieftains, the...
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EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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