India ECM 2020 Mid-Year Review - A Year of Secondary and Rights Issues
Its been a quiet year for listings for most of Asia-Pacific with only Hong Kong being a more recent exception. To say that its been a quite year...
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Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
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Indian NBFCs - Equity Opportunities: Pessimism Bottoming Out, Time to Accumulate
India’s Non-Banking Financial Corporation (NBFC) liquidity crisis needs no introduction. Post the default of AAA rated IL&FS in Sep 2018 and...
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Cholamandalm: 2Q Strong Growth, Moderation Ahead
While Chola issued appropriately conservative 3Q19 guidance, 2Q19 results should be enough to keep investors involved in the stock. Earnings grew...
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Cholamandalam: Winning from the Trifecta of NIM, Loan Growth and Asset Quality
Cholamandalam Invest & Fin Co Ltd (CIFC IN)Â (Chola)Â reported Q4 and FY18 results yesterday and followed up with an analyst call today.Chola...
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