ICICI Bank 2Q18: Rising Risk of NPL Divergence with RBI
ResultsICICI Bank's 2Q18 net profit was 19% below consensus expectations due to a decline in treasury income (excluding the stake sale in a...
143 Views
ICICI Bank: NPL Cleanup to Spillover into FY19
We believe ICICI Bank Ltd (ICICIBC IN) stock performance will be determined by investors perception on where it stands in this cycle of NPL...
162 Views
The Problem with Transparency Is That You Can See Things
On August 4, the Securities and Exchange Board of India (SEBI), the capital markets regulator, issued a path-breaking circular compelling listed...
568 Views
Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
366 Views
HDFC Bank – Dominance in Payments
HDFC Bank, India’s largest bank by market capitalisation is known for its premium asset quality, superior profitability, consistent predictability...
303 Views