Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
860 Views
HDFC Bank’s Digital Disaster: No Recovery Plan?
In the first 2-3 working days of December, Asiamoney’s ‘Best Digital Bank’ for 2019 in India failed its digital customers: they were unable to log...
418 Views
Postcard from Lucknow (India) | The Road to USD 5 Trillion
In the postcard series, our objective is to understand the macro environment shaping India and to assess the on-ground progress on its ambitious...
590 Views
Market Neutral Financial Pairs - HDFC Bank Vs ICICI Bank
HDFC Bank (HDFCB IN) has underperformed ICICI Bank Ltd (ICICIBC IN) by 18% over the last couple of months. The price ratio and the difference in...
622 Views
Where Are the Private Banks in Rural India?
A visit by road to some of the scenic tourist destinations in the mountainous and mainly rural state of Himachal Pradesh highlights the negligible...
362 Views