EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
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Can Fin Homes - Building Base for Higher Growth
Can Fin Homes Ltd (CANF IN) (CFHL) is a 30 years old housing finance company offering a range of housing loans as well as non-housing loans, at...
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Banks' Board: Minefield of ‘Conflicts of Interests’?
ICICI Bank Ltd (ICICIBC IN) ‘conflict of interest’ saga has caught the attention of every business media house, analyst and investors community....
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RBL Bank: Asset Growth Offset by Rising Operating Costs
RBL Bank Ltd (RBK IN) net profit grew 68% YoY for 2Q18 and was better-than consensus expectations. However, Pre Provision Operating Profit (PPOP)...
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Equitas: Solid Operator
We initiate coverage on Equitas Holdings Ltd/India (EQUITAS IN) with a buy. Equitas, a leading small finance bank (SFB) led by an ex-Cholamandalam...
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