DTAs: Would Private Banks Learn a Thing or Two From SBI?
No doubt the stock market has de-rated banking behemoth, State Bank of India (SBI), since its 4QFY19 results, on account of its corporate stressed...
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Sell Side Analysts on IndusInd Bank: A Load of Bull
Indusind Bank (IIB IN), once a hot favourite of the market and of institutional investors, is fast losing its lustre. It has fallen by around 21%...
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India Banks – Deterioration
We do not view the INR700bn recapitalization of government banks as a panacea. We do not view the US$24.8bn Reserve Bank of India (RBI) payment to...
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IndusInd Bank – Excessive Loan Growth, Especially To Property Developers
Of India’s listed banks, there is only one that has seen credit growth higher than Indusind Bank (IIB IN) over the past three years: Yes Bank Ltd...
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India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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