Global Equity Strategy U.S. Fed Cut, Now What?
With further consolidation likely for the broad indexes, we want to stick with areas of the market that have shown an ability to outperform despite...
429 Views
Why Is Sell-Side So Afraid of Mentioning the RBI’s Confidential Reports on India’s Top Banks?
Problem: You are a leading sell-side analyst. What do you do when confronted with valuable, authoritative, and hitherto confidential information...
494 Views
Is Poor Internal Audit a Lacuna in HDFC Bank’s Processes, Or Part of Its Business Model?
Recently, the Reserve Bank of India (RBI) was forced to disclose its confidential inspection reports, called Risk Assessment Reports (RARs), of the...
657 Views
India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
449 Views
E&Y Affiliate Barred: Why Are Banks Addicted to Delinquent Auditors?
Corrigenda: There is an error in this insight. Please note the correction. Correction: In the second paragraph in the summary below, "... B S R...
664 Views