Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
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RBI Policy Update: A Boost For Indian Financials
RBI announced its monetary policy updates yesterday (Feb 6, 2020). While it left the interest rates unchanged, it signaled accommodative stance...
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Yes Bank: Beware of Possible Saviors, Underweight State Bank of India’s AT1
If an India-headquartered bank is called upon to take-over all of Yes Bank (YES IN) (YESIN), an unlikely but possible outcome, debt investors in...
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India – Loan Seasoning
When bankers talk about loan seasoning, they are referring to when a loan is tried and tested in a downturn. Generally these are new loans done...
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IndusInd Bank – NPL Formation Doubling
Indusind Bank (IIB IN) is one of India’s fastest growing financials. This means that it has higher unseasoned loans than many. Where this occurs...
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