BBSP Asia Weekly Equity Book
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ SOUTH KOREA:...
478 Views
Yes Bank’s Fate Is in the Hands of the Ordinary Depositor
The downgrade by Moody’s of Yes Bank’s rating to below investment and changing the outlook to negative, followed by the Indian rating agencies...
834 Views
Global Bank Rankings: Top to Bottom
We use risk-adjusted VFM rankings to pinpoint opportunity across the global bank landscape. Our universe here is >500 listed bank shares.VFM is...
393 Views
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...
637 Views
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...
469 Views