EM Banks: Screening for Value and Resilience
We highlight 5 EM banks we see as standouts on our bank screens, Credicorp, Banco do Brasil, Banorte, Sberbank and Garanti. EM investors reduced...
484 Views
RBI’s IWG Recommends Foxes Be Put in Charge of Chicken Coops: Cites Foxes’ Experience & Expertise
“What is the robbing of a bank compared to the founding of one?” – Bertolt Brecht. If RBI's IWG recommendation is accepted it will institutionalise...
307 Views
Reserve Bank of India – How Simple Becomes Really Complicated
RESERVE BANK OF INDIA: New Just when we thought Indian banking couldn’t get any muddier, the Reserve Bank of India (RBI) released its Report of the...
339 Views
Reserve Bank of India – The Fun Never Stops
RESERVE BANK OF INDIA: Certain Borrowers Are Dis-Satisfied With "Interest On Interest Waiver" And Proposed Additional Modifications To RBI...
408 Views
India-Headquartered Banks: Missing Deposit Miasma 1-Year After Yes Bank’s Silent Run
Deposits not captured in Liquidity Coverage Ratio reports broke Yes Bank. We stress India-headquartered banks for this miasma in the 3’rd insight...
297 Views