Kotak Mahindra Bank - US$1.2 Billion Lockup Release
In Jun 2023, CPPIB raised around US$750m via selling a 1.6% stake in Kotak Mahindra Bank (KMB IN). Prior to that it had sold a similar amount in...
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The Great Reversal: India's Public Sector Banks Outscore Private Rivals
PSU banks surpass private peers in loan growth for the first time in 14 years, signaling a potential structural shift in market share.
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#132 India Insight: U.S. 26% Tariff on India, Apple’s 25% Output Surge, HDFC Bank Regulatory Warning
U.S. imposes 26% tariff on Indian imports, India remains unfazed. Apple to increase iPhone production in India. SEBI warns HDFC Bank, analysts...
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Aequitas: NSE IPO - Digestible Valuation, Given Its Dominance
National Stock Exchange (NSEIN IN) is looking to raise about US$2.4bn in its upcoming India IPO. In this note, we talk about valuations.
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Rampant Credit Growth Drives Recovery in Indian Banks Despite Lagging Deposit Growth
Indian credit markets have been growing rapidly, with banks and non-bank financial institutions increasingly lending and servicing retail clients...
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