Shriram Transport Finance - On the Right(S) Track
Shriram Transport Finance (SHTF IN)is bolstering capital by means of a rights issue. The rights issue is positive; but it is not a game changer....
357 Views
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...
292 Views
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...
336 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...
328 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)...
284 Views