Wall of Silence: Sell-Side & Media Response to HDFC Bank's Divergence
Sell-side research and the business media are the eyes and ears of the capital market. Their role is to cast the spotlight on issues which...
896 Views
India: Serious Corruption Charges Against NTPC Director, Why Indian SoEs Are in Serious Trouble?
NTPC Ltd (NTPC IN) Director under CBI scanner The premier investigation agency of India, CBI (Central Bureau of Investigation) has registered a...
243 Views
The Profits (And Perils) Of Independent Large Cap Research
True, the field is crowded, and fresh insights are hard to come by. Still, contrary to Douglas Kim’s argument, it’s not mid-caps, but large-caps,...
895 Views
India Props Up State Banks Yet Again, Korean Chaebol Moment of Truth
Russia and India have looked the riskiest EM banking sectors, the former having seen a huge bailout of Otkritie and B&N while India’s state...
322 Views
EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
321 Views