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IDFC Ltd (IDFC IN)
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76
Analysis
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India
IDFC Limited offers infrastructure project financing services. The Company primarily finances energy, telecommunications, and transportation projects.
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bullish
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Thematic (Sector/Industry)
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06 Sep 2016 12:18
Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
Asia Advisors
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238 Views
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bearish
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Thematic (Sector/Industry)
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31 Aug 2016 16:38
Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
Bixmoor
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242 Views
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bearish
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Thematic (Sector/Industry)
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31 Aug 2016 08:06
Indian Banks: Wary of SoE Bank Rally; Keep Focus on Retail Lenders as Consumer Credit Booms
Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with...
Asia Advisors
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193 Views
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bullish
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Thematic (Sector/Industry)
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22 Aug 2016 10:50
Quick Event Wrap: Sound Choice by Govt in Urjit Patel; India GST Plans Speed Up; Traders Corner-INR
Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next...
Asia Advisors
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193 Views
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bearish
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Macroeconomics
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09 Aug 2016 03:59
India: Growth Outlook Remains Tilted to the Downside
Growth outlook remains tilted to the downside.Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...
Rajan Govil
158 Views
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