India: "I Had Told You So" Moment Finally Here for Markets? Valuation and Quality to Gain in Debate
A 0.81% correction in NIFTY and 0.75% correction in BSE SENSEX is by no means an exceptional movement in an emerging market like India. But, today...
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HDFC Bank – The Uncanny, Numerous, Commonalities with YES Bank
Anybody with a cursory knowledge of India’s banks will know of the numerous similarities in financial metrics at Yes Bank Ltd (YES IN) and...
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Finally, the Regulator Regulates, Pushes Kapoor Out as CEO of Yes Bank
On the evening of September 19, 2018, Yes Bank informed the stock exchanges that the Reserve Bank of India (RBI) had instructed the bank that Rana...
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Yes Bank to Be Headless?
While the Reserve Bank of India (RBI) has put Yes Bank on tenterhooks by refusing to endorse a fresh three-year term as Chief Executive Officer...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
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