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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ICICI Lombard IPO -Â Bigger Doesn't Always Mean Better
ICICI Bank Ltd (ICICIBC IN)Â and Fairfax Financial Holdings Ltd. (FFH CN) plan to raise a combined US$900m through selling part of their holdings in...
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Fast Growing Banks, Amidst Slowing Growth: India
India’s economy continues to slow. Yet, many of India’s banks are expanding credit aggressively. The risk is that new debtors are not expecting a...
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