Reserve Bank of India – Ooops We Did It Again
* RBI Failure To Think Through Moratorium Lands Them In Court. On September 3, 2020, the Supreme Court of India held a hearing on interest rate...
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India: Economy Recovering, but Valuations Are Stretched as Covid Hits EPS Growth
With valuations soaring to all-time highs (as EPS slumped and real GDP likely declined 15-20% YoY amid Covid), we recommend taking profit on the...
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Shriram Transport Finance – Significant Reserve Shortfall
*Better Stated Results Not All What Cracked Up To Be: Shriram Transport Finance (SHTF.IN) [Shriram] reported FY 1Q21 results of INR 3.2 bn,...
258 Views
Bank of Baroda – Toxic
*Stressed To The Core: Bank of Baroda (BOB.IN) [BOB] reported FY 1Q21 results of negative INR 8.6 bn, declining 271% from the positive INR 5.1 bn...
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India: No Silver Lining
There Is No Silver Lining to the Dark Cloud Hanging over the India. The Economy Is Probably in Recession Already. Banks Are Lending but to the...
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