India Stock Classification Changes - Active Portfolio Churn
Once up a time in India, there was a smorgasbord of mutual fund schemes launched by different fund houses. The same fund house had myriad schemes...
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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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SBI Reduces DTA, Private Banks Pile Up DTA, Analysts Mum on Both
At a time when many private sector banks such as HDFC Bank (HDFCB IN), ICICI Bank Ltd (ICICIBC IN), Axis Bank Ltd (AXSB IN), Indusind Bank (IIB IN)...
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