India (Overweight): Are Equites Losing Touch with Reality? (Part 4 of 6)
Market Commentary We remain overweight in India, but are increasingly concerned about the apparent euphoria among domestic investors, who have...
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Fast Growing Banks, Amidst Slowing Growth: India
India’s economy continues to slow. Yet, many of India’s banks are expanding credit aggressively. The risk is that new debtors are not expecting a...
241 Views
SBI's Retail Slippages: Mere Blip, or Canary in the Coal Mine?
The results of the State Bank of India (SBI), India’s largest and most prestigious bank, for the quarter ended June 30, 2017 (1QFY2018) highlighted...
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Indian Markets- Monthly Update-July 2017
For the period July 2017, major Indian stock market indices BSE Sensex and NSE Nifty gave a USD return of 2% and 3% respectively. The Indices took...
202 Views
Soaring Impairment Costs at HDFC Bank, More than Peers
HDFC Bank Limited (HDFCB IN) appears to be taking on excessive credit to offset far worse credit metrics. It's bizarre, but it does happen. It...
178 Views