Charted Insights: NBFCs Continue to Outpace Industry Credit Growth — Stronger, Faster, Deeper
NBFCs in India are driving higher credit growth across various loan segments, outpacing the overall lending industry with tech-enabled agility and...
674 Views
Thematic Report : Impact of Rate Cuts on Profitability of NBFCs and HFCs in India
NBFCs with more floating-rate liabilities and less floating-rate assets set to profit from rate cuts, with increased profitability expected in...
531 Views
No Traction Above $93 on ACWI-US or 4400-4415 on EURO STOXX 50. Buys in Defensives/Japan/EM
No Traction Above $93 on MSCI $ACWI or 4400-4415 on EURO #STOXX 50. Continues to reinforce our view from early-January that $93 on ACWI caps upside...
269 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