HDFC AMC | Revisiting Key Risks & Time to Market Recovery
We revisit our bullish stance on HDFC Asset Management Co Ltd (HDFCAMC IN), which is discussed in our insight HDFC AMC | Walk the Talk - Preferred...
536 Views
State Bank of India - The Answer Is Not "Yes"
Oh NO!: State Bank of India (SBIN.IN) [SBI] will form a consortium of investors to infuse equity into Yes Bank (YESBNK.NS) [Yes] - up to 49% of...
431 Views
Asian Bank HY Credit Weekly: Opportunity Creation
Coronavirus concerns continue to create opportunities amongst Asia bank-headquartered securities. Credit spreads should recoup some of their recent...
571 Views
Yes Bank, Yes Reconstitution: Re-Racking Our Buy Senior Recommendation
We find the surprise moratorium imposed on Yes Bank (YESIN) activities to be a policy error; however, the reconstitution plan is a step in the...
546 Views
Yes Bank: Precedence from a Prior Private Bank (GTB) Moratorium by RBI
The recent developments at Yes Bank (YES IN) have been well covered by my fellow insight provider, Hemindra Hazari, through his webinar in the...
536 Views