Asian Banks ā 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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India's USD 44.5 Trillion 'Agriculture Income' Puzzle: What It Means For The Economy
India's economics will never be like before if a recent stunning disclosure by the country's tax department is to be believed.In response to a...
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India's YES Bank Increases Write-Offs by 87x
The trouble for India bank credit is not done.Ā We are not believers in the pristine figures at HDFC Bank. Much of it is due to extravagant...
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Payment Banks Will Drive Distribution Reach and Prove Complementary to Indian Banks
While investors are divided in their opinions on whether the 11 newly licensed Indian payment banks will complement the existing banking...
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Q2 2016 Earnings in Line; Increasing FVE to INR 1130 on Higher Loan Growth Expectation
Second-quarter 2016 earnings for HDFC Bank broadly met our estimates; however, loan growth was higher than expected.First-half fiscal 2016...
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