Axis Diwali Muhurat Picks: SAMVAT 2079
Since the last Diwali, the market has witnessed significant volatility led by liquidity reversal, policy tightening, the Russia-Ukraine...
344 Views
Connecting the Dots - The Changing Contours of PV Financing
Post the publication of our cross-sector Vehicle Finance thematic, we met about 50 investors and passenger vehicle (PV) dealers across key markets.
341 Views
Vehicle Financing - Secular Opportunity Meets Cyclical Tailwinds
With green shoots in the underlying PV and CV segments, the Indian vehicle financing disbursals (FY22: ~US$ 42bn) is poised to ride a secular 15%+...
303 Views
Indian NBFCs - Equity Opportunities: Pessimism Bottoming Out, Time to Accumulate
India’s Non-Banking Financial Corporation (NBFC) liquidity crisis needs no introduction. Post the default of AAA rated IL&FS in Sep 2018 and...
660 Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4.2k Views