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...
891 Views
Extraordinary Indulgence: RBI Lets Kotak Write His Own Timetable
A staggering notional loss to non-promoter shareholders in a bank, and corresponding gain to the promoter, should normally be a matter for speedy...
1.1k 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...
285 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...
270 Views
ICICI Bank – Taking the Lipstick Off
* Not a Pretty Girl: ICICI Bank's (ICICIBANK.IN/IBN.US) [ICICI] stated NPLs amount to 10.6%; reserve cover is too light by INR 325 bn; and...
280 Views