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...
219 Views
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...
1k Views
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...
299 Views
Cratering Loan Growth in India
Average loan growth for India's banks is now at unprecedented low levels: 0.3% as at December 2016 compared with March 2016. The figures have been...
395 Views
IIFL Holdings - Quality & Growth at Reasonable Valuations !!
Elevator Pitch:I believe that IIFL Holdings is one of the major beneficiaries of the structural shift from physical savings to financial savings in...
200 Views