Silver Point

Thomas J. Monaco

Independent Insight Provider

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Thematic (Sector/Industry)

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NBFC Liquidity Not Quite Addressed: In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential liquidity strains of the non-bank financial companies (NBFCs) - especially micro-finance institutions (MFIs). We continue to await clarity on the availability of moratoriums for the larger NBFCs’ bank borrowings is awaited; and</li>
<li> No On-Lend Provisions: LTRO 2.0 comes with other issues: certain banks may just refuse participation; collection suspension of NBFCs whilst under bank loan moratorium; and no provisions by RBI to force on-lend to troubled customers.</li>
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NBFC Liquidity Not Quite Addressed: In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential liquidity strains of the non-bank financial companies (NBFCs) - especially micro-finance institutions (MFIs). We continue to await clarity on the availability of moratoriums for the larger NBFCs’ bank borrowings is awaited; and
 No On-Lend Provisions: LTRO 2.0 comes with other issues: certain banks may just refuse participation; collection suspension of NBFCs whilst under bank loan moratorium; and no provisions by RBI to force on-lend to troubled customers.


Reserve Bank of India – Half Pregnant Again

Australia

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AdVeritas (AV1 AU)

Reserve Bank of India – Half Pregnant Again

NBFC Liquidity Not Quite Addressed: In our view, the recent Reserve Bank of India adoption of LTRTO 2.0 only partially address the potential...

Thomas J. Monaco