MSCI ACWI Ex-U.S. Breaking Topside Its Downtrend: Europe & The UK Look Attractive
The MSCI ACWI ex-U.S. is breaking topside its nearly 14-month downtrend and above key resistance. The move is being fueled by improvements...
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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...
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India Banks – The Roadmap Ahead
With the Reserve Bank of India (RBI) now effectively run by the government, there are likely to be discernable red flags ahead. We must expect that...
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HDFC Bank – Newly Released Annual Report Holds Troves of Granular Data, Not All of Which Is Positive
Unique in HDFC Bank Limited (HDFCB IN)'s newly released annual report for fiscal year 2018, is its table on asset classification 'divergence.' It...
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ICICI Bank - New COO Cannot Turn The Titanic Around
* New COO, essentially replaces current CEO - who is under investigation; and * As discussed in our May 9, 2018 note, this bank is an absolute mess...
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