China Spots Opportunity in Brexit Where Others See a Threat!
What comes as crisis (Brexit) to most countries has been taken up as an opportunity by the Chinese Central bank (PBoC) and as it pushes RMB sharply...
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Post Rajan World: Potential Red Flags to Watch & Why Strong Personality Head Imp in EMs Institutions
The reforms credentials of Modi government have been dented with news of exit of Raghuram Rajan, Governor Reserve Bank of India (RBI) in September....
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Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Â Our...
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Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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India - A Lesson on Banking in Distress
Banks can earn losses. Multiple banks can report losses. India is a glowing example of this, where more than half of the banks with new data, have...
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