ICICI Bank - New COO Cannot Turn The Titanic Around
* New COO, essentially replaces current CEO - who is under investigation; and * As discussed in our May 9, 2018 note, this bank is an absolute mess...
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HDFC Bank – Rocking and Rolling
* Solid Franchise Buttressed By Strong Three Year Plan;* NBFC is the Cherry On Top; and * SOE Bank Headaches Suggests Much Low Hanging Fruit....
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Is Someone Shielding the ICICI Bank CEO, and Why?
In the ongoing sordid saga of the conflicts of interest of the ICICI Bank CEO, Chanda Kochhar, being investigated by multiple government...
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India Banks – Rising Rates Can Drive Marginal NPLs
The Reserve Bank of India (RBI) raised interest rates by 25bps in early June. While one could argue that the inflationary pressures from oil...
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Punjab National Bank – That Sinking Feeling
* Capital Hole Has Been Dug: Punjab National Bank (PNB.IN) is in desperate need of a INR 550 bn capital infusion post the Nirav Modi fraud; this...
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