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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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...
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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...
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