Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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India - A Lesson on Banking in Distress
Banks can earn losses. Multiple banks can report losses. India is a glowing example of this, where more than half of the banks with new data, have...
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India: Trade Data Indicate Further Weakenss in Economy
Exports and imports declined by 6.7% y-o-y and 23.1% y-o-y in April 2016 compared to a fall of 5.5% y-o-y and 21.6% y-o-y in March 2016...
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Marketnomix Country Insights - INDIA
Growth outlook remains tilted to the downside. Vulnerability to fiscal shortfalls and external financing is rising. Policy rates are likely to...
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Asian Banks – Ruminations
In China bad loan coverage ratios are falling fast, and there is talk that regulators will even lower minimum requirements. No good can come of...
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