Bank of Baroda – Amalgamation Aggravation
We have focused a lot on private banks and NBFCs in India. It would be wrong to assume that large PSU banks are now safe and seeing a wholesale...
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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...
4.1k 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...
429 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...
419 Views
Tigers on Domestic Turf - Feb 17 Newsletter
Investing in Indian equities does feel like Indian cricket team performing on domestic pitches. Some of the movements and stock...
219 Views