India Banks – No End in Sight
There have been several false starts. There were times when many presumed the bad loan cycle was about to end. It could have been with the PSU bank...
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U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4.2k Views
India's Lending Is Still Painfully Low in January
The collapse of lending in India remains well in place in January where annual growth is running at an anemic 3.3%. This is the same as in December...
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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...
559 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...
406 Views