Thematic Report: A Structural Change in Indian Bank- ECL Based Provisioning
​RBI's new ECL-based provisioning guidelines will impact banks differently, with PSU and high-unsecured-retail lenders facing more pressure than...
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Private Banks: A Turnaround Is Brewing, But Trust Is Still Being Rebuilt
​Private banks faced 2 tough years with margin pressure and bad loans, but Q4 NIM improvement expected; ICICI Bank and HDFC Bank offer good risk...
155 Views
HDFC Bank Chairman Exit- Trust Deficit Becomes a New Risk in Private Banking
​Resignation of HDFC Bank's part-time chairman due to ethical misalignment highlights a pattern of strain within the bank and signaling a broader...
263 Views
Q3FY26 - Consolidated Earnings Preview
Q3FY26 earnings season unfolded against a relatively more stable macro and policy backdrop, marked by a confluence of supportive domestic factors...
162 Views
Thematic Report: Can Proposed GST Rate Cuts Revive Consumption Growth in India?
​India is revamping its GST system with dual-slab rates to simplify taxes, reduce prices, and boost consumption, potentially driving GDP growth by...
396 Views