New Capital for India's Banks:Â Microscopic
The government’s capital injection for India’s state banks is miniscule compared with what they may need. The data is not hidden, so it is unclear...
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Looking for Yield? India Office Property Offers 10%; Sector on an Uptick; REIT Listings Next Trigger
The commercial office property market in India is showing good signs of revival since last year Demand indicators as seen through the leasing...
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Post Rajan World: Potential Red Flags to Watch & Why Strong Personality Head Imp in EMs Institutions
The reforms credentials of Modi government have been dented with news of exit of Raghuram Rajan, Governor Reserve Bank of India (RBI) in September....
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Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Â Our...
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Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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