If the cpi crosses 10 again.....then u can safely see 50 basis rate increase....25 crr and 25 repo....MSF will be brought back to old levels...if it has not.,,,but rest assured he will hammer it....and the speech more or less conveyed that the happy days are over.
8.32 PM Dec 11th
do not worry before that the banks will increase rates...other wise if the cpi is kaput this month....then look at 50 basis point and i would not be surprised if it shared 25 in crr and 25 in repo....the might remove everything from the MSF...and bring it back to normal.
10.20 PM Dec 7th
of the straitjacket of infrastructure lending, as this sector is vulnerable to policy setbacks. How does it convert its 71000cr balance sheet into bank and meet CRR , SLR requirement, priority sector lending is a mystery which would be unraveled only in due course of time. In this regard GS assumption that it would
5.25 PM Nov 23rd
Very rational way of looking at the stock. L&T Finance is quoting at 3.5x to 4x BV whereas most of the pvt banks like Axis, Yes etc quote below these levels. So what big jump is L&T Fin going to get if it gets BL. On the other hand, because of rural branches, CRR requirements and priority sector
9.22 PM Nov 9th
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