Bank Credit Weekly: Asia Risk Sentiment Rebounds
Risk sentiment rebounded in Asia high yield while positive momentum in the US stalled. An active primary debt market in Asia most likely...
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Relative Value - Manappuram '23 Vs. Muthoot '23
Both Muthoot Finance (MUTH IN) and Manappuram Finance (MGFL IN) are gold loan companies with very similar businesses. The major difference is the...
328 Views
Reserve Bank of India – Finally Getting One Right
*Improving NBFC Liquidity: The several year long negative spiral in the Non-bank Financial Company (NBFCs) sector, seems to have reversed - at...
319 Views
Reserve Bank of India - Still Fiddling Around A Year On
* RBI Proposal Seeks Comment By Mid-July: The Reserve Bank of India (RBI), which took over the regulation of the housing finance companies (HFCs)...
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Muthoot Finance – False Alchemy
*Poor Result All Things Considered: Muthoot Finance (MUTH.IN) [Muthoot] reported FY 4Q20 bottom-line results of INR 8.2 bn, increasing INR 117 mn...
262 Views