ICICI Bank - One-Offs? Impact Credit Quality
OK Quarter: ICICI Bank (ICICIBC.IN) [ICICI] reported reasonable operating performance with strong NIMs (adjusted for the impact of the Essar...
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Customer Complaints Are High at Kotak Mahindra Bank & HDFC Bank, But No One Is Listening
A disturbing revelation in the annual report of the banking ombudsman scheme, 2018-2019 (year end June 30), released by the Reserve Bank of India,...
791 Views
Last Week in Event SPACE: Nuflare, Hitachi Chem, Line/Z, Haier, Village Roadshow, TVB, BTS Group
Last Week in Event SPACE ... There is a clear conflict of interest between Toshiba Corp (6502 JP) and the minority shareholders of Nuflare...
749 Views
Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
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India: Where Are We Now? A GEM Manager Perspective
As the NIFTY index approaches new highs this week, we thought it useful to provide a thorough breakdown of India positioning among global emerging...
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