The pressure on financial stocks is likely to continue due to asset quality concerns of vulnerable banks and non banking finance companies. Expect Yes Bank and Indiabulls Housing to remain under pressure. Markets are already building in a 25 bps Read more [...]

In a way, India continued with CAD above 2% of GDP. Current Account Deficit (CAD) narrowed to $14.3 billion for June 2019 quarter. The current account deficit at 2% of GDP was a better performance compared to the CAD at 2.3% of GDP in the Jun-18 quarter. Read more [...]

The markets are likely to be driven by a mix of global and domestic cues in the coming week. The impeachment motion against the US president will continue to hold the attention of the markets at a macro level. At a more micro level, the focus will Read more [...]

Foreign flows into equities may have returned in September after a gap as FPIs infused Rs.7715 crore ($1.1 billion) into Indian markets in September. The FPIs turned net buyers in the Indian markets after 2 months of being consistent net sellers. Interestingly, Read more [...]

Why RBI must be careful about vulture funds buying Indian NPAs In the last few weeks, there has been a lot of interest shown by international funds to participate in distressed assets of banks. Despite all the provisions and the NCLT process, Indian Read more [...]

It is much harder to beat the index and index funds is the answer For a long time, India was the haven for active investing. There were a large number of promising mid cap and small cap stocks. Large caps were underpriced and fund managers had enough Read more [...]

SEBI is right in coming down heavily on MF standstill agreements Speaking at a conference organized by a leading industry association, the SEBI had come down heavily on standstill agreements signed between mutual funds and borrowers. The SEBI chief rightly Read more [...]

News Announcement Impact Analysis Foreign investors may be eyeing the Rs.11 trillion NPA pile in India According to Deloitte, foreign investors see big potential in acquiring these bad loans at a steep discount from banks It hits Read more [...]