Indian Banks: How Well-Placed Are Indian Banks to Ride the Current Stress Cycle?
Indian Banks have built up huge ammunition of Covid related and contingent provisions even as the ‘Real’ NPA picture remains somewhat obscure . Can...
349 Views
NIFTY50 Index Rebalance: TATACONS In, GAIL Out; Methodology Changes Too
TATACONS has been added to the NIFTY50 replacing GAIL. There are changes to a bunch of other indices too and methodology changes which shift the...
370 Views
Bank Credit Weekly: Duration Admiration
We moved from melt-up to full risk-on duration admiration. Almost all bank bonds tightened globally. Given the rate of change, there are mispriced...
250 Views
Smartkarma Webinar | Light & Shadow: Disclosures and Governance in Indian Banks
On 24 Feb, 5PM SGT, join us as we discuss with Hemindra Hazari on Indian banks, including differing disclosures in Yes Bank and Axis Bank, as well...
694 Views
Bank Credit Weekly: Melt-Up in Asset Prices or Melt-Down in Conviction?
Melt-up in asset prices or melt-down in conviction? Short callable AT1 bonds led the ongoing rally in bank credit. Tier 2 bonds suggest more of a...
171 Views