Anecdotes from India Mirror Poor Optimism: Bank Risk Remains
Since India’s demonetization, the government has lowered GDP forecasts, the Reserve Bank of India has signaled a less accommodative stance, and the...
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Tigers on Domestic Turf - Feb 17 Newsletter
Investing in Indian equities does feel like Indian cricket team performing on domestic pitches. Some of the movements and stock...
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Cratering Loan Growth in India
Average loan growth for India's banks is now at unprecedented low levels: 0.3% as at December 2016 compared with March 2016. The figures have been...
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IIFL Holdings - Quality & Growth at Reasonable Valuations !!
Elevator Pitch:I believe that IIFL Holdings is one of the major beneficiaries of the structural shift from physical savings to financial savings in...
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India's Dramatic NPL Acceleration
Dena Bank is a small PSU bank, at a similar size to better-known YES Bank. Dena Bank received a central bank capital injection a few months ago....
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