Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
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Private Sector Banks Increase Lending Rates: Securing Themselves Against the Coming NPA Wave?
Data from the Reserve Bank of India (RBI) reveal that, in the recent period of declining interest rates, while all banks have been reducing their...
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Capital Is King: Top Indian Banks Hold ~Rs 8 Trillion of Excess Capital
Capital is King, more so in times of crisis and uncertainty. With the pandemic showing no signs of abating, Banks have been conserving capital to...
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India Banks – Weak Turn Strong?
We wonder if those banks that saw radical growth of impairment costs during FY20 will see the most improvement in the current year? We have the...
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ICICI Bank – Insurance Waiver In Reality Is Capital Forbearance
*Ownership Waiver Received On Insurance: On September 14th, ICICI Bank (ICICIBC.IN) [ICICI] announced that it had received an exemption on...
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