Anecdotes from India Mirror Poor Optimism: Bank Risk Remains
Since India’s demonetization, the government has lowered GDP forecasts, the Reserve Bank of India has signaled a less accommodative stance, and the...
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IIFL Holdings Q3 FY 17: Earnings Call Highlights. Accelerating Business Momentum !!
IIFL Holdings has had a very sharp 43% price up move over the past month. In my quick note on Jan -18, titled IIFL Holdings - Quality and Growth at...
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Tigers on Domestic Turf - Feb 17 Newsletter
Investing in Indian equities does feel like Indian cricket team performing on domestic pitches. Some of the movements and stock...
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RBI Spoils the Bond Market Party - Prices Unlikely to Scale the Peaks Seen After Demonetization
In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to...
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Indiabulls Housing - Q3 FY 17 Results Strengthens Our Investment Thesis !!
Indiabulls stock is up 18% from our initial coverage note a month back. We believe the major reason for this re-rating is the increasing belief on...
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