EM Banks: Screening for Value and Resilience
We highlight 5 EM banks we see as standouts on our bank screens, Credicorp, Banco do Brasil, Banorte, Sberbank and Garanti. EM investors reduced...
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RBI’s IWG Recommends Foxes Be Put in Charge of Chicken Coops: Cites Foxes’ Experience & Expertise
“What is the robbing of a bank compared to the founding of one?” – Bertolt Brecht. If RBI's IWG recommendation is accepted it will institutionalise...
206 Views
Reserve Bank of India – How Simple Becomes Really Complicated
RESERVE BANK OF INDIA: New Just when we thought Indian banking couldn’t get any muddier, the Reserve Bank of India (RBI) released its Report of the...
202 Views
Reserve Bank of India – The Fun Never Stops
RESERVE BANK OF INDIA: Certain Borrowers Are Dis-Satisfied With "Interest On Interest Waiver" And Proposed Additional Modifications To RBI...
211 Views
India-Headquartered Banks: Missing Deposit Miasma 1-Year After Yes Bank’s Silent Run
Deposits not captured in Liquidity Coverage Ratio reports broke Yes Bank. We stress India-headquartered banks for this miasma in the 3’rd insight...
216 Views