Axis Bank – Preparing For a Long Winter
Results Were Awful: In contrast to 1Q20 Indian bank earnings results to date, Axis Bank (AXSB.IN) [Axis or AXSB] reported a loss of INR 13.9 bn,...
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Muthoot Finance – Goldmember
* India’s Premier Gold Lender: Muthoot Finance Ltd (MUTH.IN) [Muthoot] is the largest gold financing company globally. Gold lenders are direct...
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Kotak Mahindra Bank – Power Forward
Here’s The Deal: The Board of Directors approved an equity capital raise of up to 65 mn shares – which would imply an INR 73 bn capital raise....
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COVID-19 Economic Impact: Insights from India's Ex Central Bank Governor
CFA Society of India conducted a closed group webinar yesterday (Apr 12) with Duvvuri Subbarao, ex-Governor of RBI from Sep 2008 to Sep 2013. Mr....
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India - In a Bind
We are underweight India in our relative regional equity portfolio. Economic activity remains weak. The recent uptick in consumer price inflation...
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