HDFC Bank – Dominance in Payments
HDFC Bank, India’s largest bank by market capitalisation is known for its premium asset quality, superior profitability, consistent predictability...
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India: After Maruti Suzuki and Reliance Industries, Will Larsen & Toubro Outperform the Markets Now?
It has been a struggle to find money making ideas in Indian large cap spaceIndian markets have done well in CY17 with BSE SENSEX delivering...
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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...
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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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