Shrinking Government Banks, A Growth Opportunity for Private Banks
Despite the government announcing a US$ 33 bn recapitalization of its banks, the banking regulator has brought 11 government banks under its Prompt...
542 Views
Wall of Silence: Sell-Side & Media Response to HDFC Bank's Divergence
Sell-side research and the business media are the eyes and ears of the capital market. Their role is to cast the spotlight on issues which...
774 Views
India: Serious Corruption Charges Against NTPC Director, Why Indian SoEs Are in Serious Trouble?
NTPC Ltd (NTPC IN) Director under CBI scanner The premier investigation agency of India, CBI (Central Bureau of Investigation) has registered a...
145 Views
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,...
706 Views
India Props Up State Banks Yet Again, Korean Chaebol Moment of Truth
Russia and India have looked the riskiest EM banking sectors, the former having seen a huge bailout of Otkritie and B&N while India’s state...
133 Views