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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E&Y Affiliate Barred: Why Are Banks Addicted to Delinquent Auditors?
Corrigenda: There is an error in this insight. Please note the correction. Correction: In the second paragraph in the summary below, "... B S R...
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The Deferred Tax Bomb
While the market is commending banks like ICICI and Axis Bank for cleaning up their balance sheets with aggressive loan loss provisions, what is...
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RBI Says Kotak Tried to “Take It for a Ride”: Shareholders Should Expect the Consequences
The language used in the writ petition filed by Kotak Mahindra Bank (KMB) in Bombay High Court against the banking regulator should have alarmed...
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Yes Bank: In the Cross Hairs of the Regulator
Yes Bank is in the cross hairs of the Reserve Bank of India (RBI), the banking regulator. On February 13, 2019, the bank issued a press release...
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