Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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India - A Lesson on Banking in Distress
Banks can earn losses. Multiple banks can report losses. India is a glowing example of this, where moreĀ than half of the banks with new data, have...
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Marketnomix Country Insights - INDIA
Growth outlook remains tilted to the downside. Vulnerability to fiscal shortfalls and external financing is rising. Policy rates are likely to...
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India's USD 44.5 Trillion 'Agriculture Income' Puzzle: What It Means For The Economy
India's economics will never be like before if a recent stunning disclosure by the country's tax department is to be believed.In response to a...
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India's YES Bank Increases Write-Offs by 87x
The trouble for India bank credit is not done.Ā We are not believers in the pristine figures at HDFC Bank. Much of it is due to extravagant...
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