EM Strategy: MSCI EM Approaching Resistance; India Breaking Out to New Highs -- Add Exposure
The MSCI EM index has recovered over the last couple of weeks and is now approaching a logical resistance level. We reiterate: avoid broad EM...
696 Views
Banks' Board: Minefield of âConflicts of Interestsâ?
ICICI Bank Ltd (ICICIBC IN) âconflict of interestâ saga has caught the attention of every business media house, analyst and investors community....
534 Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Partyâs (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4.2k Views
India's Lending Is Still Painfully Low in January
The collapse of lending in India remains well in place in January where annual growth is running at an anemic 3.3%. This is the same as in December...
616 Views
Anecdotes from India Mirror Poor Optimism: Bank Risk Remains
Since Indiaâs demonetization, the government has lowered GDP forecasts, the Reserve Bank of India has signaled a less accommodative stance, and the...
559 Views