Equitas: Solid Operator
We initiate coverage on Equitas Holdings Ltd/India (EQUITAS IN) with a buy. Equitas, a leading small finance bank (SFB) led by an ex-Cholamandalam...
220 Views
IndusInd-BFIL Talks Signal that Demonetization Linked Troubles of Microfinance Sector Are Temporary
IndusInd-Bharat Financial announced a 30 days exclusivity period for merger talks starting yesterday and the street has taken it v positively with...
142 Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4k Views
India's Lending Is Still Painfully Low in January
The collapse of lending in India remains well in place in January where annual growth is running at an anemic 3.3%. This is the same as in December...
422 Views
Anecdotes from India Mirror Poor Optimism: Bank Risk Remains
Since India’s demonetization, the government has lowered GDP forecasts, the Reserve Bank of India has signaled a less accommodative stance, and the...
409 Views