Indian Fincos - Focusing on Liquidity
We look at USD denominated bonds issues by four Indian finance companies as yields on all these bonds have risen on the back of the sell off in the...
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Edelweiss Financial Services - Train Wreck
Weak Edelweiss Result:Edelweiss Financial Services (EDEL.IN) [Edelweiss] reported earnings of INR 170 mn for FY 3Q20, a 67% and 92% linked quarter...
294 Views
ASK Investment Managers Pre-IPO - Riding on a Wave of Wealth
Ask Investment Managers (ASKIM IN) plans to raise around US$250m in its India IPO. The company is one of the largest portfolio management services...
857 Views
India Consumer Discretionary: Growth Slowing on NBFC Liquidity Tightness, Demand Softness
While many NBFCs pulled back on disbursements in 3QFY19, the sharpest declines were in SME/MSME, LAP and Loan Against Shares (LAS) segments The...
568 Views
India NBFCs: Risk of Default in Real Estate Exposure Remains Elevated
10% of total NBFC book lent to Real Estate Industry estimates that 3/4th of all maturing real estate debt is refinanced primarily by NBFCs with...
363 Views