For Banks, Cost Management Is the Only Way of Surviving the Long Slump

Private Sector Banks Increase Lending Rates: Securing Themselves Against the Coming NPA Wave?

Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p>There Is No Silver Lining to the Dark Cloud Hanging over the India. The Economy Is Probably in Recession Already. Banks Are Lending but to the Government Not the Private Sector. Despite This the RBI Is Forecasting in Its Base Case Bank NPLs Rising to 12.5%, the Highest Since 1999.</p>

There Is No Silver Lining to the Dark Cloud Hanging over the India. The Economy Is Probably in Recession Already. Banks Are Lending but to the Government Not the Private Sector. Despite This the RBI Is Forecasting in Its Base Case Bank NPLs Rising to 12.5%, the Highest Since 1999.

DSP BlackRock Liquidity Fund (DSLQYDG IN)

India: No Silver Lining