Edelweiss Financial Services – Not Making Any Friends With This Release
*Designed To Confuse:Despite the Economic Times article highlighting that Edelweiss Financial Services (EDEL.IN) [Edelweiss] is looking to dispose...
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Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
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Reserve Bank of India – Finally Getting One Right
*Improving NBFC Liquidity: The several year long negative spiral in the Non-bank Financial Company (NBFCs) sector, seems to have reversed - at...
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Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
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Canara Bank – Canara In The Coal Mine
*Awful Results To Worsen Post-Merger: Canara Bank (CBK.IN) [Canara] reported a net loss of INR 32.6 bn for FY 4Q20, declining from a positive INR...
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