RBI Policy Update: A Boost For Indian Financials
RBI announced its monetary policy updates yesterday (Feb 6, 2020). While it left the interest rates unchanged, it signaled accommodative stance...
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India – Loan Seasoning
When bankers talk about loan seasoning, they are referring to when a loan is tried and tested in a downturn. Generally these are new loans done...
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Vodafone Idea Ltd- Telco's Debt Bomb Ticking Fast and Louder
Vodafone Idea (IDEA IN) has been under some significant hardships for quite a while. Since the telecom market disruption caused by Reliance Jio,...
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India Banks – Deterioration
We do not view the INR700bn recapitalization of government banks as a panacea. We do not view the US$24.8bn Reserve Bank of India (RBI) payment to...
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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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