LIC Housing Finance – Capital Concerns
* Poor Results, and Should Be Worse Down The Line: LIC Housing Finance (LICHF.IN) (LIC Housing) reported a weak FY 4Q20 bottom-line of INR 4.2 bn -...
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Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
232 Views
RBI Paper on Corporate Governance: Can the Regulator Outsource Its Duties to the Bank Boards?
To address the woeful state of corporate governance in India’s banking sector, especially in the much fancied and widely covered private sector (in...
317 Views
Muthoot Finance – False Alchemy
*Poor Result All Things Considered: Muthoot Finance (MUTH.IN) [Muthoot] reported FY 4Q20 bottom-line results of INR 8.2 bn, increasing INR 117 mn...
268 Views
Bank Credit Weekly: Risk-Off Then On as 1-Month HIBOR Hits 39-Month Lows
Unconventional monetary policy stimulus globally, should continue to push investors into high yield and emerging market bonds over the next few...
284 Views