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...
510 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
Cratering Loan Growth in India
Average loan growth for India's banks is now at unprecedented low levels: 0.3% as at December 2016 compared with March 2016. The figures have been...
509 Views
India's Dramatic NPL Acceleration
Dena Bank is a small PSU bank, at a similar size to better-known YES Bank. Dena Bank received a central bank capital injection a few months ago....
519 Views
Life Insurance: License for a Casino
The deregulation of India’s life insurance industry in 2000 and the eventual direct listing of private life insurance companies, with ICICI...
874 Views