India's Bear Stearns Moment
With large parts of India still in lockdown, there have been apprehensions that there could be an increase in corporate defaults, especially from...
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Kotak Mahindra Bank – Power Forward
Here’s The Deal: The Board of Directors approved an equity capital raise of up to 65 mn shares – which would imply an INR 73 bn capital raise....
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Edelweiss Financial – Not A Lot of Confidence
Turnaround Well Out Into Future: Edelweiss Financial Services (EDEL.IN) [Edelweiss] held an investor call. The update was disappointing to say...
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Reserve Bank of India – Half Pregnant Again
NBFC Liquidity Not Quite Addressed: In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential...
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Manappuram Finance - Locked Down but Not Out
Manappuram Finance (MGFL IN) provided an update on its performance in a conference call yesterday. We think it is interesting because it provides...
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