Extraordinary Indulgence: RBI Lets Kotak Write His Own Timetable
A staggering notional loss to non-promoter shareholders in a bank, and corresponding gain to the promoter, should normally be a matter for speedy...
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Last Week in Event SPACE: Sanyo Special, Fast Retailing, Danamon, BTPN, Fairfax, Hankuk
Last Week in Event SPACE ... The results of the discussions between Sanyo Special Steel (5481 JP) and Nippon Steel & Sumitomo Metal (5401...
394 Views
Fortis Healthcare: It's All About the Occupancy
Ihh Healthcare (IHH MK) should complete its investment into Fortis Healthcare (FORH IN) in the next 60 days. IHH's management has provided limited...
633 Views
EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
462 Views
India – Higher USD Debt with Weakening FX Rate Is Not a Good Combination
The INR (USDINR CURNCY) reached a new low at INR69.1 to the USD. This is despite the Reserve Bank of India’s (RBI) rate rise several weeks ago. ...
382 Views