HDFC Bank - Rebalancing & MUFG Acquisition Benefit, Ongoing NPL Stability & Profit Strength
Renewed interest from a potential re-balancing, and a possible MUFG purchase for HDB. It shines on its own: stability, growth, credit metrics, with...
463 Views
AMFI Stock Reclassification Preview (Dec 2022): A Bunch of Migrations
Near the end of the review period, we see 7 stocks moving from MidCap to LargeCap, 6 from LargeCap to MidCap, 8 from SmallCap to MidCap and vice...
801 Views
Banks – Credit Risk, Cratering
Data from our bank analytics vendor shows credit risk down substantially from the peak in April to the last week in June. Credit Analytics shows...
426 Views
India – Deposit Flight?
Credit quality is the over-riding risk for India’s banks. Low capital is a compounding risk. As the situation worsens, deposit flight is a very...
471 Views
Hong Kong Monetary Authority–Blindsided by Indian Banks in HK - Could Increase Regulatory Scrutiny
As far as the Punjab National Bank (PNB IN) PNB is concerned, its financial statements have become unreliable now that allegations surrounding...
244 Views