Yes Bank: Beware of Possible Saviors, Underweight State Bank of India’s AT1
If an India-headquartered bank is called upon to take-over all of Yes Bank (YES IN) (YESIN), an unlikely but possible outcome, debt investors in...
1k Views
Bank of Baroda – Amalgamation Aggravation
We have focused a lot on private banks and NBFCs in India. It would be wrong to assume that large PSU banks are now safe and seeing a wholesale...
524 Views
India – Loan Seasoning
When bankers talk about loan seasoning, they are referring to when a loan is tried and tested in a downturn. Generally these are new loans done...
421 Views
UTI Asset Management Company Pre-IPO - Well past Its Remote Glory Days
UTI Asset Management Company’s (UTI AMC) shareholders aim to raise around US$500m via reducing their stake in the company’s Indian IPO. UTI AMC was...
516 Views
The Deferred Tax Bomb
While the market is commending banks like ICICI and Axis Bank for cleaning up their balance sheets with aggressive loan loss provisions, what is...
775 Views