Axis Bank – Optimistic Headlines Mislead
With recently reported 83% profit growth in 2Q19 YoY for Axis Bank Ltd (AXSB IN), one can believe that credit metrics are improving. This would be...
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BBSP ASIA Equity Asia Weekly Research - 31 Oct 2018
Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• SOUTH KOREA: Strategic downgrade on KOSPI from overweight to neutral (...
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HDFC Bank – Falling Out Of Love
It is easy to see how quickly investors can sour with once-loved financials. In India this list is gathering momentum and now includes Indiabulls...
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Real Estate Loans Blow up Has Been Cooking For NBFC As High Competition Drove Down Quality & Yields
NBFCs along with global PE funds have provided almost 80% of Real estate sector financing needs in the last 5 years as banks slowly reduced...
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India Selected Topics: Opportunity in NBFCs, RBI Mandate and Election Spending Pick Up
Derating of the financial sector and NBFCs, in particular, has thrown up some good opportunities for investors in this space as the market is...
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