India's Automobile - Market Recovery and Opportunities in INR Bonds
In the first of our local currency bond series, we look into Indian INR bonds in the auto finance industry in India. We believe there are some...
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India Liquidity Update: Widening Crisis of Confidence, NBFCs and Developers Struggle for Liquidity
India’s financial markets are witnessing the highest number of liquidity issues since the global financial crisis. These include IL&FS, Dewan...
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India – Deposit Flight?
Credit quality is the over-riding risk for India’s banks. Low capital is a compounding risk. As the situation worsens, deposit flight is a very...
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India Selected Topics: Opportunity in NBFCs, RBI Mandate and Election Spending Pick Up
Derating of the financial sector and NBFCs, in particular, has thrown up some good opportunities for investors in this space as the market is...
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Gold Rush for NBFCs May End as Worst Liquidity Crisis in a Decade Bites; Banks Review Exposure Norms
Severe liquidity crunch affects NBFC lending with several NBFCs, including the housing finance companies reporting a slowdown in lending. NBFCs had...
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