Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (22 June 2026)
Discover 18 pair trade opportunities across six markets and nine sectors using statistical mean-reversion methodology for actionable insights.
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India's Bear Stearns Moment
With large parts of India still in lockdown, there have been apprehensions that there could be an increase in corporate defaults, especially from...
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Reserve Bank of India – Half Pregnant Again
NBFC Liquidity Not Quite Addressed: In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential...
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Profitability Impact from RBI's Additional Provisioning Norms
As follow-up to our prior insight RBI Policy Bazooka 2.0: Strong Support for Indian NBFCs, where we discussed briefly the "NPA classification...
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RBI Policy Bazooka 2.0: Strong Support for Indian NBFCs
RBI today announced a few key policy measures to support the economy and the financial sector. These measures are positive for Indian financials,...
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