India Banks â NPL Growth Higher at HDFC than Most Others
As new data from India's banks are released, we look to Pillar 3 disclosure and bad loan distribution, in particular. It is also interesting to see...
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India Banks â Rising Rates Can Drive Marginal NPLs
The Reserve Bank of India (RBI) raised interest rates by 25bps in early June. While one could argue that the inflationary pressures from oil...
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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....
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BRIC Markets Lead EM Higher
BRIC markets are outperforming broad EM. The BRIC/EM ratio is rounding to two year highs. All four member countries are attractive for separate...
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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...
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