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Reports Archive
Date Heading Pages Author Download
Jan-12 India Banks : Fortnight in Finance: Quality Flux on Restructuring Redux 14 Citi
Jan-12 Undeterred by rough seas 48 Emkay Research
Jan-12 Q3FY12 Preview: Mixed bag 9 Religare Research
Jan-12 RBI ahead of the curve yet again; Indian banks fully prepared to be Basel III compliant 9 Reliance Securities
Jan-12 Banking Sector Review 10 Nirmal Bang
Jan-12 RBI's draft guidelines on Basel III norms - relatively more stringent 5 Edelweiss Securities
Dec-11 Increase in risk weight on investments: Minimal impact 3 Edelweiss Securities
Dec-11 Deregulation of NRE/NRO deposit rates limited near term impact 3 Edelweiss Securities
Dec-11 Indian Financial Services Weekly 13 JM Financial
Dec-11 Attractive valuations on slower growth, NPL woes; initiate Fed, OBC 67 Goldman Sachs
Dec-11 Offshore Loans: Risks Manageable, But Rising 9 Citi
Dec-11 Week in review 14 BRICS
Dec-11 Overzealous regulation? 12 India Infoline
Nov-11 Earnings wrap and multi-factor analysis 20 BRICS
Nov-11 Loan loss provisions under the Moody's stress tests 6 Nomura
Nov-11 Indian Financials 40 Motilal Oswal
Oct-11 RBI policy: Savings rate deregulated; more than meets the eye 10 HSBC
Oct-11 Saving deposit rate - De-regulation 2 UNICON Financial
Oct-11 Week in review 15 BRICS
Oct-11 2Q Preview - Different strokes for different folks 10 HSBC
Oct-11 Subdued volumes so far; 2H to improve, but not by much 9 Goldman Sachs
Oct-11 NBFCs - Loans against gold 44 ICICI Securities
Oct-11 Core performance to remain weak 4 Centrum Research
Oct-11 "Present tenser" as down-cycle looks imminent, 15% downside risk to stress case despite cheap valuation 36 Centrum Research
Oct-11 Indian Financial Services Weekly 15 JM Financial
Sep-11 More Cyclical Than Structural Pain 98 Citi
Sep-11 Pessimism Overdone 31 BRICS
Sep-11 Finance Tracker - Vol. 12/FY12 7 Anand Rathi
Sep-11 India Banking Bits 7 Citi
Sep-11 Stringent provisioning requirement for HFCs 4 Religare Research
Sep-11 Indian Financial Services Weekly 14 JM Financial
Sep-11 ICB final report positive for credit; continue to favor Lloyds 7 Goldman Sachs
Sep-11 Seeking Relative Value 17 Citi
Sep-11 India Banks - Seeking Relative Value 17 Citi
Sep-11 Monthly review of trends in key banking aggregates 17 Centrum Research
Sep-11 Week in review 13 BRICS
Sep-11 Few hopes dashed, few altered 4 Emkay Research
Aug-11 Few hopes dashed, few altered 4 Emkay Research
Aug-11 Draft Guidelines for Licensing of New Banks in the Private Sector 3 KR Choksey
Aug-11 Banking Sector Update : Outlook - Neutral 25 Sunidhi
Aug-11 India Banking Bits 8 Citi
Aug-11 The going only gets tougher 13 India Infoline
Jul-11 Monetary Policy and India Banks - Bitter surprise 5 Anand Rathi
Jul-11 First-Quarter Monetary Policy Review 3 Emkay Research
Jul-11 India Banking Bits 8 Citi
Jul-11 India Banks - Falling Growth, Falling Margins = Falling Stocks 15 Citi
Jul-11 Q1FY12 Results Preview 4 Centrum
Jun-11 Analysis Of ALM Profile, NPL Accretion And Credit Growth Drivers 15 Edelweiss Research
Jun-11 Banking - Troubling Times Ahead 25 Emkay Research
Jun-11 Challenges Unlikely To Derail The Progress Made 19 ICRA Limited
Jun-11 Troubling times ahead 25 Emkay Research
Jun-11 Indian Financial Services Weekly 13 JM Financial
Jun-11 Banking In 2050 28 PWC
Jun-11 India Banking : Finance Tracker – Vol. 5/FY12 8 Anand Rathi
Jun-11 India Banking Bits 8 Citi
Jun-11 Present Tense, Future (near) Perfect 174 Centrum
May-11 Hike in saving rate, provisions to impact earnings 7 Religare Research
May-11 Downgrade earnings and TP; sector view cautious 6 Emkay Research
Apr-11 RBI revises provisioning coverage norms 4 Goldman Sachs
Apr-11 India Banking Bits 8 Citi
Apr-11 RBI relaxes provisioning requirement 3 Religare Research
Apr-11 Emerging from turbulence 10 ICICI Securities
Apr-11 India Banking Bits 8 Citi
Apr-11 Robust credit growth, liquidity improves as well 4 JM Financial
Apr-11 Banking Sector Preview 6 Dolat Capital
Apr-11 Liquidity conditions set to ease; wholesale rates to follow 5 Edelweiss Securities
Apr-11 4Q11 Preview: Robust Growth, Aided by a Low Base Effect 9 Citi
Apr-11 Expect another strong quarter 10 Religare Research
Apr-11 Feb'11 Sectoral Credit Growth 3 JM Financial
Mar-11 Indian Financial Services Weekly 14 JM Financial
Mar-11 The Banking Laws (Amendment) Bill, 2011 3 JM Financial
Mar-11 Financials: Fuelled to fly 92 Motilal Oswal
Mar-11 India Banking: Finance Tracker - Vol. 21/FY11 8 Anand Rathi
Mar-11 Neglected For Too Long, Merits A Relook; Initiate On MAXI, BJFS 68 Goldman Sachs
Mar-11 India Banking Bits 7 Citi
Mar-11 Indian Financial Services Weekly 15 JM Financial
Mar-11 Neglected for too long, merits a relook; initiate on MAXI, BJFS 68 The Goldman Sachs Group
Mar-11 Finance Tracker - Vol. 25/FY11 9 Anand Rathi
Mar-11 Credit momentum intact; LDR easing albeit at a slower pace 4 Edelweiss Securities
Mar-11 India Banking Update 7 HDFC Securities
Mar-11 CV Financing: Bottom-Up View Healthier than Top-Down 9 Citi
Feb-11 3Q FY11 review: LDRs up sharply, deposits down at private banks 25 Daiwa Capital Markets
Feb-11 Deposit rate hikes continue; lending rate increases in tandem 8 Edelweiss Securities
Jan-11 Banking - Quarterly Review of Monetary Policy 4 Emkay Global Financial Services Ltd
Jan-11 Banking - 3QFY11 Results Preview 6 Khandwala Research
Jan-11 Pension ambiguity - bridging the gap 19 Edelweiss Securities Ltd.
Jan-11 Banking : Fresh Round Of Deposit Rate Hike 9 Edelweiss Research
Dec-10 Microfinance Under The Microscope 6 Motilal Oswal
Dec-10 Banking & Financial Services Investor Conference 28 Prabhudas Lilladher
Dec-10 MFI Bill passed by AP assembly in original form 3 Edelweiss Securities
Dec-10 Pessimism Unwarranted, Remain Selective 36 Prabhudas Lilladher
Dec-10 Banks : Taking Stock Of Margins 6 Prabhudas Lilladher
Dec-10 Banking : Unexpected Rise In Deposit Rates - A Key Margin Headwind 6 Edelweiss Research
Dec-10 India Banking : Finance Tracker - Vol. 18/FY11 8 Anand Rathi
Dec-10 Recapitalization Of PSU Banks 7 Prabhudas Lilladher
Nov-10 Banking - Move Towards Safer Heavens 16 Edelweiss
Nov-10 India BFSI Conference, 18-19 Nov '10 9 Anand Rathi
Nov-10 Bribery case: Banks, financial companies' personnel arrested 7 HSBC Global Research
Nov-10 BFSI - CBI investigation on developer loans- no systemic risk 4 Edelweiss Securities
Nov-10 India Banking : Finance Tracker - Vol. 17/FY11 7 Anand Rathi
Nov-10 RBI Policy: Stringent Norms For Housing Loans 2 Edelweiss Research
Nov-10 RBI To Continue To Combat Inflation 4 Angel Broking
Oct-10 Q2FY11 Banks Earnings Wrap 13 BRICS
Oct-10 India Banking : Finance Tracker – Vol. 15/FY11 8 Anand Rathi
Oct-10 Banking - 2QFY11 Results Preview 6 Khandwala Securities Ltd.
Oct-10 India Financial Services - 2QFY11 preview : Healthy profit growth 5 Anand Rathi
Oct-10 India Banking : Finance Tracker – Vol. 14/FY11 7 Anand Rathi
Oct-10 BFSI : Base Finally Moves 3 Edelweiss Research
Oct-10 Life Insurance - Strong Push Before Consolidation 17 Edelweiss Research
Sep-10 Finance Tracker - Vol. 13/FY11 8 Anand Rathi
Sep-10 BFSI - Basel III: Tightens Norms; Generous Timelines 5 Edelweiss Research
Sep-10 Indian Banks - Ready Reckoner 14 Prabhudas Lilladher
Sep-10 Banking: On Growth Path 52 IDBI Capital
Aug-10 PSU Banks - Shifting Valuation Base Up 31 Emkay Research
Aug-10 BFSI - RBI Issues Discussion Paper For New Private Banking Licenses 5 Edelweiss
Aug-10 Life Insurance - The Big Churn 58 Edelweiss
Jul-10 Banking – 1QFY11 Results Prev. 6 Khandwala Securities
Jul-10 Liquidity Blues = Deposit Rates Set To Move = Positive For Margins 9 Edelweiss
Jun-10 Base Rate Set To Roll 4 Edelweiss
Jun-10 Life Insurance : IRDA's final guidelines: Near-term pain, long-term gain 6 Edelweiss Securities Ltd
Jun-10 Life Insurance - Private Insurers’ Wnrp-Individual Growth At 14% In May 8 Edelweiss
May-10 Life Insurance - IRDA Plans To Cap Surrender Charges; Negative For Margins, Volumes 8 Edelweiss
May-10 Life Insurance - March Premium Growth Strong; Ahead Of Expectations 24 Edelweiss
Apr-10 Banking - 4QFY10 Results Preview 6 Khandwala Securities
Apr-10 Banking - New Avatar Of Base Rate: A Big Relief 4 Edelweiss
Apr-10 Life Insurance - February premium growth flat; in line with our expectations 19 Edelweiss Securities Ltd.
Mar-10 Banking - Ready for take-off: Go private 132 Edelweiss Securities Ltd
Feb-10 Third Quarter Review Of Monetary Policy 5 Emkay Research
Jan-10 Banking – 3QFY10 Results Prev. 6 Khandwala Securities
Jan-10 Q3FY2010 Banking earnings preview 2 Sharekhan
Dec-09 Outlook Of Banking Sector In Light Of RBI Tightening Its Monetary Policy In Near Term 13 Firstcall India Equity Advisors
Dec-09 Life Insurance - Heading towards profitability 30 Edelweiss
Nov-09 Public Sector Banks - Still Undervalued... Strong Case of Re-rating 36 Sushil Finance
Oct-09 Bringing banks under par 4 Edelweiss
Oct-09 Second quarter review of monetary policy 3 Emkay Research
Oct-09 Banking – 2QFY10 Results Prev. 6 Khandwala Securities
Aug-09 Monthly Trend Analysis 9 Sushil Finance
Jul-09 First Quarter Review Of Monetary Policy 4 Emkay Research
Jul-09 LIFE INSURANCE : New IRDA norms – 'Game changer' 14 Edelweiss
Jul-09 Banking - 1QFY10 Results Preview 5 Khandwala Securities
Jun-09 Q4FY2009 Banking earnings review 5 Sharekhan
May-09 Indian Banks - Ready Reckoner 8 Prabhudas Lilladher
May-09 Banking - Tirupur textile demand stays sluggish 4 Edelweiss Securities
May-09 Banking - Pressure points come to fore 12 Emkay Research
Apr-09 Annaul monetary policy statement 2009-10 4 Emkay Research
Apr-09 Banking Annaul monetary policy statement 2009-10 4 Emkay Research
Apr-09 Banking - 4QFY09 Results Preview 5 Khandwala Securities
Apr-09 Banking - Revised norms for restructuring provisions 5 Edelweiss Securities
Mar-09 Banking Sector Update - Navigating the downturn 28 Angel Broking
Mar-09 BFSI - How much of the NPL risk is priced in? 4 Edelweiss
Mar-09 PSU Banking - Treading on risky path 35 Emkay Research
Feb-09 Banking & Finance Update 24 Motilal Oswal
Feb-09 Q3FY2009 Banking earnings review 5 Sharekhan
Jan-09 Banking - Third quarter review of monetary policy 4 Emkay Research
Jan-09 Banking - Asset Quality Leaning, but not falling 136 Edelweiss Securities
Jan-09 PSU Banking - Tale of two times 13 Emkay Research
Jan-09 Banking - 3QFY09 Results Prev. 5 Khandwala Securities Limited
Jan-09 Q3FY2009 Banking Earnings Preview 6 Sharekhan
Dec-08 Insurance - Monthly Update 8 Motilal Oswal
Nov-08 NBFSs - Business model in question 17 Edelweiss
Nov-08 Insurance - Monthly Update 8 Motilal Oswal
Nov-08 Banking & Finance Update 8 Motilal Oswal
Oct-08 Banking Bi-Weekly 7 HDFC Securities
Oct-08 Banking - 2QFY09 Results Preview 4 Khandwala Securities
Oct-08 Banking - Who moved my 'money'? 6 Emkay Research
Sep-08 Banking Bi - Weekly 5 HDFC Securities
Sep-08 A Profile Of Banks 2007-08 45 RBI
Sep-08 Indian Banks - Ready Reckoner 6 Prabhudas Lilladher
Aug-08 IPOs – Bulging Pipeline, Thinning Output 2 Prabhudas Lilladher
Jun-08 Banking - Inflation Control Assumes Top Priority 6 Prabhudas Lilladher
Jun-08 Banking Sector Updates 5 Edelweiss
Jun-08 Indian Bank Ready Recknor 6 Prabhudas Lilladher
Jun-08 NBFCS Draft Guidelines - Reduced Leverage, Increased Disclosures 3 Edelweiss
Jun-08 Banking Sector Update 3 Emkay Securities
May-08 Money Matters - Results season continue 25 Edelweiss
May-08 Life Insurance - Premium Tracker 12 Edelweiss
Apr-08 Banking - Review of annual monetary policy statement 4 Emkay Research
Apr-08 Money Matters - Q4FY08 results season begins; inflation woes continue 20 Edelweiss
Apr-08 BFSI - Quarter under pressure 13 Edelweiss
Apr-08 Targeting inflation – only monetary measures may not help 3 Emkay Securities
Apr-08 Money Matters - Spooked by inflation 21 Edelweiss
Mar-08 Farm Loan Waiver Scheme - Banks to be reimbursed in cash over 3 years 3 Angel Broking
Mar-08 Money Matters - Budget talks; market reacts 19 Edelweiss
Jan-08 ICRA Sector Analysis - Non-Banking Financial Services 32 ICRA
Feb-08 BFSI - Q3FY08 Result Review 17 Edelweiss
Feb-08 Banking and Financial Services - Fortnightly 20 Edelweiss
Jan-08 BFS Fortnightly 20 Edelweiss
Jan-08 Banking - Improving margins; ride the equity wave 12 Edelweiss
Dec-07 Financial Services Conference 2007 - Mumbai 84 Edelweiss
Nov-07 Banking Review - Q2FY08 14 ENAM
Oct-07 Money Matters - Specialty finance companies shine; banking space flat 22 Edelweiss
Oct-07 Money Matters - The Butterfly Effect 21 Edelweiss
Sep-07 Banking Sector - Little Wonders 57 Emkay Securities
Sep-07 Banking Financial Services 7 Karvy
Aug-07 Money Matters - Choppy Fortnight 21 Edelweiss
Aug-07 Banking Financial Services 22 Edelweiss
Jul-07 Banking Financial Services 19 Edelweiss
Jul-07 Public Sector Banks Shine 22 Edelweiss
Jun-07 Money Matters 20 Edelweiss
May-07 Banking Q4FY0 Result 7 Emkay Securites
May-07 Annual Monetary Policy Statement for 2007-08 3 Emkay Securites
Apr-07 Indian Overseas Bank - Analyst Call Transcript 15 Indian Overseas Bank
Apr-07 Indian Public Sector Banking Industry 98 Karvy
Apr-07 Q4FY2007 Banking earnings preview 5 sharekhan
Apr-07 Banking Sector Update 6 Edelweiss
Mar-07 Banking Sector Update 105 Emkay Securites
Feb-07 Banking Report Update 7 Karvy
Feb-07 Financial-Services 47 Edelweiss
Feb-07 Banking Sector update 4 Karvy
Feb-07 OBC - Analyst Call Transcript 15 OBC
Jan-07 ICICI Bank - Press release 12 ICICI Bank
Jan-07 Banking Sector update 18 Karvy
Jan-07 UTI Bank - Investor Presentation 3 UTI
Jan-07 Q3FY2007 Banking Earnings Preview 4 Sharekhan
Dec-06 Banks First Half Results (FY07) 3 Care Ratings
Dec-06 Banking Sector Report 7 Karvy
Nov-06 Change in capital market exposure norms 3 Emkay Securites
Nov-06 Quarterly Update: Banking 10 ETIG
Nov-06 LIC Housing Fin Analyst Call Transcript 7 LIC
Nov-06 Punjab National Bank Analyst Call Transcript 6 PNB
Oct-06 Union Bank Analyst Call Transcript 26 Union Bank
Oct-06 UTI Bank Results 32 UTI
Oct-06 Banking Sector 2Qfy07 Result Preview 10 Karvy
Oct-06 Banking-sector update 9 Edelweiss
Oct-06 Banks - Ready Reckoner 8 Prabhudas Lilladher
Aug-06 Indian Banking Sector - More resilient than before 20 CRISIL
Aug-06 Quarterly Update: Banking 9 ETIG
Aug-06 Banking Sector Review 24 ENAM Securities
Aug-06 Banking Sector Review 6 Karvy
Aug-06 Asia Pacific Insurance Outlook 2006-07 64 Standard & Poor’s
Aug-06 Banks - Ready Reckoner 8 Rajesh Malhani
Jun-06 CEO's Agenda for Banking 18 ETIG
Jul-06 Banking Sector 1QFY07 Result Preview 10 Karvy
Mar-06 IAMAI’s Report - Online Banking ‘2006’ 11 IAMAI
Feb-06 Banking in Emerging Economic Environment 21 ICRA BULLETIN
Jan-06 What drives valuation gap between new private and other banks 26 India Infoline
Dec-05 Indian Non-Banking Finance Companies - NBFC 28 ICRA BULLETIN
2005 Seize high growth Indian banking opportunities 31 IBM
Aug-05 ETIG Banking Sector Note - 25-Aug-2005 17 ETIG
May-05 Retail Banking challenges Speech - May 2005 9 Shyamala Gopinath*
Mar-05 Banks’ headroom for Tier-II capital increases 6 CRISIL
Jun-04 Banking Sector Note ICRA - Jun 2004 16 ICRA