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...
393 Views
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...
484 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...
622 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...
719 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...
476 Views