HDFC Bank: Growing Customers, Shrinking CASA?
HDFC Bank’s low-cost liabilities strategy of focusing on huge numbers of new client acquisitions in the semi-urban and rural centres may be getting...
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Global Equity Strategy U.S. Fed Cut, Now What?
With further consolidation likely for the broad indexes, we want to stick with areas of the market that have shown an ability to outperform despite...
562 Views
Why Is Sell-Side So Afraid of Mentioning the RBI’s Confidential Reports on India’s Top Banks?
Problem: You are a leading sell-side analyst. What do you do when confronted with valuable, authoritative, and hitherto confidential information...
609 Views
Is Poor Internal Audit a Lacuna in HDFC Bank’s Processes, Or Part of Its Business Model?
Recently, the Reserve Bank of India (RBI) was forced to disclose its confidential inspection reports, called Risk Assessment Reports (RARs), of the...
866 Views
India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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