Big Money, Small Ideas - Sep 16 Newsletter
In what has been a range bound market, the element which stood out in recent times is increased participation of small/micro caps with relatively...
322 Views
Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
396 Views
Indian Banks: Wary of SoE Bank Rally; Keep Focus on Retail Lenders as Consumer Credit Booms
Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with...
310 Views
Bank of India (BOI IN) Vs Union Bank of India (UNBK IN): Repeat Pair Trade in PSU Banks
​Price-ratio deviation between Bank Of India and Union Bank of India presents a 6% return opportunity for quantitative traders seeking mean...
211 Views
Quick Event Wrap: Sound Choice by Govt in Urjit Patel; India GST Plans Speed Up; Traders Corner-INR
Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next...
332 Views