In today’s briefing:
- Trouble in Paradise | India Credit Landscape & Wrath of the Regulator
- Morning Views Asia: Adani Green Energy, Greentown China
Trouble in Paradise | India Credit Landscape & Wrath of the Regulator
- India’s Credit Landscape has changed and is facing structural and regulatory challenges.
- The Indian regulator (RBI), particularly in its oversight of underwriting practices and the behavior of Non-Banking Financial Companies (NBFCs), is commendably proactive, positioning it ahead of the curve.
- We expect more such steps in other parts of the credit funnel. The recent crack down along with the stock underperformance is here to stay and possibility intensify.
Morning Views Asia: Adani Green Energy, Greentown China
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region, based on key company-specific developments in the past 24 hours. Our Morning Views include a section with a brief market commentary, key market indicators and a macroeconomic and corporate event calendar.
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