Smartkarma Originals
Edelweiss - A Turnaround Idea: Shifting from Fund-Based to Fee-Based Business Model
This insight is Part 2 of our Smartkarma Original, in continuation to Part 1 - Private Credit Opportunities in Emerging Markets - Focus on India ....
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Smartkarma Originals
Private Credit Opportunities in Emerging Markets - Focus on India
Private credit is booming across emerging markets, after rising as a formidable asset class in Developed Markets (DM) post Global Financial Crisis...
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India Consumer Discretionary: Growth Slowing on NBFC Liquidity Tightness, Demand Softness
While many NBFCs pulled back on disbursements in 3QFY19, the sharpest declines were in SME/MSME, LAP and Loan Against Shares (LAS) segments The...
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India Liquidity Update: Widening Crisis of Confidence, NBFCs and Developers Struggle for Liquidity
India’s financial markets are witnessing the highest number of liquidity issues since the global financial crisis. These include IL&FS, Dewan...
485 Views
India NBFCs: Developer Defaults to Accentuate Pain, Impact Broader Economy
The IL&FS default has unleashed the domino effect that we had feared. NBFC exposure to real estate will see defaults as the liquidity...
584 Views