Rising Geopolitical Risks in Indian Sub-Continent: Towards a Worse-Off Sub-Optimal Nash Equilibrium
Geopolitical tensions in the sub-continent, already running high, have taken a turn for the worst as India carried out surgical strikes across the...
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Liquidity and Technical Drivers of Hybrids
Bank hybrids have been issued in the Australian financial landscape for over 20 years in various forms. While drivers of performance have varied...
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Big Money, Small Ideas - Sep 16 Newsletter
In what has been a range bound market, the element which stood out in recent times is increased participation of small/micro caps with relatively...
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Consumer Banks in Asia May Fare Better at a Time when Large Corporate Stresses Are Evident
There is plenty of corporate risk out there. We have seen this across several large economies in the way of meaningful corporate stress. In South...
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Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
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