Reserve Bank of India – Half Pregnant Again
NBFC Liquidity Not Quite Addressed: In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential...
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Profitability Impact from RBI's Additional Provisioning Norms
As follow-up to our prior insight RBI Policy Bazooka 2.0: Strong Support for Indian NBFCs, where we discussed briefly the "NPA classification...
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RBI Policy Bazooka 2.0: Strong Support for Indian NBFCs
RBI today announced a few key policy measures to support the economy and the financial sector. These measures are positive for Indian financials,...
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Bajaj Finance – Near-Term Pressure, Long-Term Winner
* Solid Franchise: Given the economic uncertainty, which will ultimately challenge credit costs and growth for Bajaj Finance (BAF.IN) [Bajaj], we...
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Reserve Bank of India – Zero Forethought
* Instead of Applause, Throw Tomatoes: The call for a 21-day nationwide lockdown to contain the corona virus, has caused a massive liquidity drain...
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