India - Record Asia Ex-Japan Fund Exposure After Modi Re-Election
Indian allocations among Asia Ex-Japan funds have hit record levels after the Modi re-election last month. In this report, we analyse the holdings...
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E&Y Affiliate Barred: Why Are Banks Addicted to Delinquent Auditors?
Corrigenda: There is an error in this insight. Please note the correction. Correction: In the second paragraph in the summary below, "... B S R...
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The Deferred Tax Bomb
While the market is commending banks like ICICI and Axis Bank for cleaning up their balance sheets with aggressive loan loss provisions, what is...
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ICICI Bank Internal Memo: Explains the Credit Appraisal Fiascos at Select Private Banks
An internal memo of an anonymous former senior official of ICICI Bank’s risk management department, publicised by the Indian Express, provides a...
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Extraordinary Indulgence: RBI Lets Kotak Write His Own Timetable
A staggering notional loss to non-promoter shareholders in a bank, and corresponding gain to the promoter, should normally be a matter for speedy...
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