Bajaj Finance – Near-Term Pressure, Long-Term Winner
* Solid Franchise: Given the economic uncertainty, which will ultimately challenge credit costs and growth for Bajaj Finance (BAF.IN) [Bajaj], we...
383 Views
Reserve Bank of India – Zero Forethought
* Instead of Applause, Throw Tomatoes: The call for a 21-day nationwide lockdown to contain the corona virus, has caused a massive liquidity drain...
260 Views
Yes Bank - Can't The RBI Do Anything Right?
Breaching Regulatory Minimums: Given the hefty loan loss provision, Yes Bank’s (YES.IN) [Yes] Common Equity (CET l) ratio now stands at a very...
358 Views
State Bank of India - The Answer Is Not "Yes"
Oh NO!: State Bank of India (SBIN.IN) [SBI] will form a consortium of investors to infuse equity into Yes Bank (YESBNK.NS) [Yes] - up to 49% of...
273 Views
Last Week in Event SPACE: Bank of East Asia, Maeda Road, Wheelock, Bk Permata, Oriental Land, Sawada
Last Week in Event SPACE ... Bank Of East Asia (23 HK) and Elliott enter into an uneasy truce amidst a strategic review. Maeda Road...
335 Views