Anecdotes from India Mirror Poor Optimism: Bank Risk Remains
Since India’s demonetization, the government has lowered GDP forecasts, the Reserve Bank of India has signaled a less accommodative stance, and the...
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IIFL Holdings Q3 FY 17: Earnings Call Highlights. Accelerating Business Momentum !!
IIFL Holdings has had a very sharp 43% price up move over the past month. In my quick note on Jan -18, titled IIFL Holdings - Quality and Growth at...
377 Views
Tigers on Domestic Turf - Feb 17 Newsletter
Investing in Indian equities does feel like Indian cricket team performing on domestic pitches. Some of the movements and stock...
328 Views
RBI Spoils the Bond Market Party - Prices Unlikely to Scale the Peaks Seen After Demonetization
In a surprise move, the Central bank (RBI) today maintained the policy rate at the current level of 6.25% but changed the monetary policy stance to...
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Indiabulls Housing - Q3 FY 17 Results Strengthens Our Investment Thesis !!
Indiabulls stock is up 18% from our initial coverage note a month back. We believe the major reason for this re-rating is the increasing belief on...
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