https://www.alphainvesco.com/blog/wp-content/uploads/2018/12/Sweden-Banking-Crisis.png 613 1080 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2018-12-12 19:04:282018-12-13 17:31:36Can Indian Banking Sector Rebound Like The Swedish of 1990's
In the mid-1980s, Sweden’s financial system underwent major deregulation, which made Sweden financially integrated with world financial markets. This deregulation was the main impulse behind a strong boom-bust cycle for Sweden.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/12/Indian-Pharmaceutical-Industry-The-TIde-is-Turning.jpg 175 288 Shuchi Nahar https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Shuchi Nahar2018-12-06 15:36:492018-12-06 17:17:40Indian Pharmaceutical Industry - Is The Tide Turning ?
After a bruising two years, the Indian pharmaceuticals industry appears to be set for a sharp turnaround in fiscal 2019. The projected good run is premised on a decline in regulatory alerts for larger companies as well as a bigger pipeline of high-value drugs compared with last two years.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/image.png 400 697 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2018-11-28 21:00:222018-11-29 12:17:58Indian Banking Sector - Some Uncommon Numbers & Ratios
This blog is in continuation to our blog series on Banking sector, where we have tried to explain the Banking sector as whole from scratch (explaining the terms and jargons) and have deep dived into how Indian Banking sector has evolved over decades. In the current blog we focus on the ‘not-so-trivial’ data points of banks, which are commonly not looked at, but are worth looking at!
https://www.alphainvesco.com/blog/wp-content/uploads/2018/10/Filter-Coffee.jpg 600 600 Zain Iqbal https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Zain Iqbal2018-10-31 10:59:242018-11-20 15:52:28A Brief Overview Of Global & Indian Coffee Sector
Coffee is produced in approximately 70 countries, but the world’s largest coffee producer by far is Brazil. This makes the price of coffee sensitive to weather conditions in Brazil. The countries of west Africa and Vietnam produce mostly Robusta coffee.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/10/Indian_Tyre_Industry.jpg 683 1024 Akshay Satija https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Akshay Satija2018-10-23 16:06:542018-11-20 15:50:44Understanding The Indian Tyre Industry, Key Players & The Road Ahead
The Indian Tyre Industry is an integral part of the Auto Sector - It contributes to ~3% of the manufacturing GDP of India and ~0.5% of the total GDP directly. So, let’s understand the dynamics of the Tyre Industry in India.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/09/rajan-1.jpg 440 660 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2018-09-11 18:57:442018-11-23 15:41:54Highlights From Raghuram Rajan's Letter To Parliamentary Committee
There is just no reason for media to sensationalize the letter. Mr. Rajan has put the hard facts out there & helps us to understand the extent of rot in the PSU banking system.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/09/Indian-Banking-Sector-NPA-Mess-The-Way-Out-2.jpg 350 669 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2018-09-07 15:54:082018-11-23 15:42:40Indian Banking Sector - NPA Mess & The Way Out
The Gross NPA of Indian Banking sector has increased from ~2.5 lac cr in FY14 to over 10 lac cr. This has lead to aggressive provisioning by banks.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/08/Indian-Banking-Sector-NPA-Mess-The-Way-Out-1.jpg 211 400 Keval Shah https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Keval Shah2018-08-24 17:00:282018-11-23 15:43:04Indian Banking Sector – Current Landscape, Some Facts & Figures
Top 5 PSU banks account for ~60-65% of total PSU bank advances, and top 5 private banks account for ~80% of the total private bank advances. This makes them fairly representative of their respective segment for our analysis.
https://www.alphainvesco.com/blog/wp-content/uploads/2018/08/Understandign-Banking-Sector-Part-2.jpg 168 300 Shuchi Nahar https://www.alphainvesco.com/blog/wp-content/uploads/2018/11/logo-2.png Shuchi Nahar2018-08-06 23:16:392018-11-23 15:44:55Understanding The Indian Banking Sector - Part Two : How The Bank Makes Money
Banks offer different value propositions to different customer segments. To retail customers, banks offer Home loans, Education loans, Auto loans, and Personal loans. And for Corporate customers in different industries have different loan requirements.