Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
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India – Weakening Rupee Means Little Relief For Banks
The last thing which struggling debtors in India need is another interest rate increase. But this is precisely what they will get. Given extreme...
520 Views
India Banks – Are Private Banks Really Better than Government Banks?
The question is somewhat rhetorical. Perhaps the customer experience will be better at private banks than government banks, in India. The story may...
263 Views
What No One Likes to Mention About IndusInd Bank
Retail-focused new private sector banks, the darlings of the capital market, are facing the ire of the banking regulator. Nearly two months after...
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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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