India Props Up State Banks Yet Again, Korean Chaebol Moment of Truth
Russia and India have looked the riskiest EM banking sectors, the former having seen a huge bailout of Otkritie and B&N while India’s state...
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Axis Bank's Nose Grows and Grows and Grows
Even in the rowdy game of football, two yellow cards result in dismissal from the field of play. Indian banking, though, adheres to lower...
758 Views
Fast Growing Banks, Amidst Slowing Growth: India
India’s economy continues to slow. Yet, many of India’s banks are expanding credit aggressively. The risk is that new debtors are not expecting a...
432 Views
Chickens Abroad Come Home to Roost
The surge in non-performing assets (NPAs) in the Indian banking industry disguises a lesser known issue of a larger percentage surge in bad loans...
711 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (27 Apr 2026)
​Discover eleven pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
276 Views