India – Weakening Rupee Means Little Relief For Banks
The last thing which struggling debtors in India need is another interest rate increase. But this is precisely what they will get. Given extreme...
569 Views
India – More IL&FS, Jindal Steel & Power, Puts Low Provisioning At HDFC Bank, Yes Bank, At Risk
It is a stark reminder that India is far from being out of its bad loan cycle, given events at Infrastructure Leasing and Financial Services...
945 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (18 May 2026)
​Discover 15 pair trade opportunities across four markets and seven sectors using statistical mean-reversion methodology for actionable insights.
99 Views
India Banks – Rising Rates Can Drive Marginal NPLs
The Reserve Bank of India (RBI) raised interest rates by 25bps in early June. While one could argue that the inflationary pressures from oil...
331 Views
India Banks – Are Private Banks Really Better than Government Banks?
The question is somewhat rhetorical. Perhaps the customer experience will be better at private banks than government banks, in India. The story may...
313 Views