Spoke in the Merry-Go-Round?
On July 27, 2017, the Reserve Bank of India (RBI), the banking regulator, probably responding to the significant underreporting of non-performing...
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EM Financials: Closing the Underweight - EM Funds Put Some Faith Back into Chinese Banks.
In this report, we highlight how the long running underweight in EM financial stocks has narrowed from a low of -4% in late 2013 to today's level...
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Chickens Abroad Come Home to Roost
The surge in non-performing assets (NPAs) in the Indian banking industry disguises a lesser known issue of a larger percentage surge in bad loans...
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Select Private Banks' Stellar Performance – in Diverging from the Facts
Misreporting of financial accounts is a serious offence and the Reserve Bank of India (RBI), the banking regulator, for the first time, compelled...
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Rising Deferred Tax Asset - Not a Healthy Sign
Rising net deferred tax assets (DTA) in a scenario of stagnant and depressed net profits is not a healthy sign as current years’ net profits get...
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