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...
695 Views
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...
364 Views
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...
535 Views
India Annual Update FY18 and Outlook for FY19-Â Structural Reforms to Unleash the Indian Growth Story
This is the second edition of our annual update on the Indian economy and equity markets in FY18 and the outlook of the economy for FY19 and ahead....
393 Views
India: Three Stocks to Play the Rural Theme
Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...
591 Views