ICICI Bank 2Q18: Rising Risk of NPL Divergence with RBI
ResultsICICI Bank's 2Q18 net profit was 19% below consensus expectations due to a decline in treasury income (excluding the stake sale in a...
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ICICI Bank: NPL Cleanup to Spillover into FY19
We believe ICICI Bank Ltd (ICICIBC IN) stock performance will be determined by investors perception on where it stands in this cycle of NPL...
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The Problem with Transparency Is That You Can See Things
On August 4, the Securities and Exchange Board of India (SEBI), the capital markets regulator, issued a path-breaking circular compelling listed...
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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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HDFC Bank – Dominance in Payments
HDFC Bank, India’s largest bank by market capitalisation is known for its premium asset quality, superior profitability, consistent predictability...
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