India – Liquidity Freeze
We wonder if the Jet Airways India (JETIN IN) flight cancellations are some of the most visible signs of liquidity freezing up? There are plenty of...
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India – Deposit Flight?
Credit quality is the over-riding risk for India’s banks. Low capital is a compounding risk. As the situation worsens, deposit flight is a very...
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Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
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ICICI Bank – The Poor Reality Buried Beneath Robust Headlines
On an unconsolidated basis, ICICI Bank Ltd (ICICIBC IN) saw its 2Q19 revenue down in the quarter and in the year alongside higher interest costs...
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Is India Rating Downgrade Inevitable?
In our report Knock off Blindfolds Before Betting on Bulls 'n Bears, we highlighted few blindfolds which will have a major impact on the Indian...
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