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...
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Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
303 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...
321 Views
Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
224 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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