BUSINESS
Microfinance mysteries – buy bare, sell slightly better
Shares of microfinance lenders in India have recently experienced significant declines amid rising levels of non-performing loans.
BUSINESS
Goliaths and Grassroots: Divergent Dynamics - US vs India
As of September 2024, FIIs held just under 18 percent of the overall Indian equity market, while retail investors (excluding mutual funds) held nearly 15 percent.
BUSINESS
Big bold numbers, but no big deal
While rising rates may reduce net worth, many Indian banks benefit from increased net interest income. This robust regulatory environment ensures that Indian banks remain insulated from the risks that led to Silicon Valley Bank's downfall.
BUSINESS
Recalibrating rates: RBI’s reaction and the ripple for banks
As the RBI responds to global rate changes, it faces the goalkeeper's dilemma: when to act and when to remain still. Its decisions will influence bank margins, though the overall impact may be less significant than anticipated.
BUSINESS
Steel storms: Wild cyclical whiplashes
While timing the exact bottom or top is of any sector is unrealistic, being part of the cycle can still generate substantial returns. The key is acknowledging the inherent cyclicality of businesses.
