Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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Cholamandalam 2Q18: Vehicle Finance Firing on All Cylinders
Cholamandalam Invest & Fin Co Ltd (CIFC IN) better-than-expected 2Q18 net profit growth of 33% YoY was driven by disbursement growth of 32% YoY...
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On-The-Ground: Despite Rural Distress, More People Buy Two Wheelers - Purchase on Loans Increasing
Modern economy is based on ever increasing consumption but consumption which is unchecked and not supported by income has led to disastrous...
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Demonetization Paradox: INR 45 Bn Cash In Corporate Coffers And Myriad Patterns Of SBN Disclosures
The paradox of cash crunch and cash deluge unravels when viewed through the prism of corporate Financial Statements. It relates to those fateful...
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Equitas: Solid Operator
We initiate coverage on Equitas Holdings Ltd/India (EQUITAS IN) with a buy. Equitas, a leading small finance bank (SFB) led by an ex-Cholamandalam...
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