The Indian Economy and Public-Sector Banks – On the Edge of A Precipice
We believe that India is entering a stage of maximum risk. Increasing political uncertainty is adding, even more, twists and turns for the...
219 Views
India: The Indian Rupee – Next Stop INR 70/USD, G-SEC 10-Year Yield – 8%
Since the publication of our January 2018 report, the spread between one-year Indian G-SEC and the U.S. Treasury has declined approximately 50bps....
286 Views
The Indian Conundrum - A Growing Economy & Stagnant Bank Credit
Indian banks are dealing with multiple issues, none of which are easily resolvable. However, the recent decline in GOI bond yields has given the...
221 Views
Hong Kong Monetary Authority–Blindsided by Indian Banks in HK - Could Increase Regulatory Scrutiny
As far as the Punjab National Bank (PNB IN) PNB is concerned, its financial statements have become unreliable now that allegations surrounding...
335 Views
Zuma Sacked, PNB Hacked and Bank of Baroda South Africa Axed
We estimate that Bank Of Baroda (BOB IN) (“BOB”), which is being recapitalised by the government of India via a preferential allotment of equity...
1.4k Views