Can Fin Homes – Mortgage Lending Not Totally Safe, In India
The idea that large corporate loans and especially those related to infrastructure projects, are the main credit risk for India’s banks, may be...
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Value Versus Momentum: If the Shift Underway Holds, Bank Shares May Do Well.
There is a great deal of maybe premature debate about "Value" suddenly trumping "Momentum" after years of underperformance. Similarly, there is a...
475 Views
Nifty 50 Index Review - Tearing up the Rulebook
Last evening, the Index Maintenance Sub-Committee (IMSC) of NSE Indices Limited made changes to the Nifty 50 Index, including Nestle India (NEST...
610 Views
Bandhan Bank To Buy GRUH: A Pricey Bank/NBFC Deal
Bandhan Bank (BANDHAN IN) ("BBL") and Gruh Finance (GRHF IN) ("GRUH") announced together on January 7th that their respective boards have...
699 Views
India NBFCs: Developer Defaults to Accentuate Pain, Impact Broader Economy
The IL&FS default has unleashed the domino effect that we had feared. NBFC exposure to real estate will see defaults as the liquidity...
468 Views