EVENTS LOOMING AROUND IN INDIAN MARKET

In the time of rampant market volatility, it is difficult for everyone to clearly see the directions of market. With mere news related to war or no war, interest rate hike or no hike, etc market is showing volatility of more the 300 to 500 points upward or downward in a day’s time. The recentContinue reading “EVENTS LOOMING AROUND IN INDIAN MARKET”

Banking analysis-Analysis on RBL Bank and Yes Bank

While in our previous blog of Update on Estimated loss of 563 Crore to Mutual Fund for holding RBL Bank Share, lots of readers have requested us to give a detailed analysis on how to analyze a Banking company and what all aspects we should cover to understand Banking fundamentals. So in this blog, weContinue reading “Banking analysis-Analysis on RBL Bank and Yes Bank”

Update on Estimated Loss of 563 Crore to Mutual Fund for holding RBL Bank shares

Yesterday we has some information in relation to RBL Bank stating that the MD and CEO resigning and share tanking by more than 22% in a single day and RBL doing  concall in a hurry claiming its quality credit and growth aspects. Without going into deep analysis of RBL Bank, we will share you MutualContinue reading “Update on Estimated Loss of 563 Crore to Mutual Fund for holding RBL Bank shares”

Update on Indian Government Debt Position as on 17.12.2021

After having some great volatility in INR against dollar in past few months where Rupee saw levels of more than 76.50 in recent days, people are claiming that its all due to constant selling in stock market. FIIs are withdrawing money from stocks and all other stuff. But is it really due to stock marketContinue reading “Update on Indian Government Debt Position as on 17.12.2021”

Turkey Currency Implosion a debt bomb of 510 Billion Dollar-Country by Country Update on Debt

Since last many years, we have seen constant depreciation of Lira against dollar. While President is busy in firing all Central Governers and Deputy Governers, Lira is facing drastic plunge against Dollar and Turkeys Stock Market (Borsa Istanbul) saw two times circuit filter in a single day. Since last few months, Lira went to 17Continue reading “Turkey Currency Implosion a debt bomb of 510 Billion Dollar-Country by Country Update on Debt”

UPCOMING WRITE OFF OF CHINESE BONDS – WHY YEAR END QUARTER GIVES MORE CLEAR PICTURE THAN ANY OTHER QUARTER OF CALENDER YEAR 

Recently we came across news about various institutions writing off Investments in Evergrande Bonds and booking Billion-dollar losses. Similarly, BFAM booking annual loss of $4 Billion on Chinese Real Estate Credit bets. So all in all many entities are in line to Book losses like Ashmore, HSBC, UBS etc. Now let us emphasize why yearContinue reading “UPCOMING WRITE OFF OF CHINESE BONDS – WHY YEAR END QUARTER GIVES MORE CLEAR PICTURE THAN ANY OTHER QUARTER OF CALENDER YEAR “

Ali Baba and its 920 Entities-Financial Comedy in Modern Day Value Investment-Part 1

We all know that lots of quality funds and investors are holding Alibaba in spite of the fact that the share prices have crashed by more than 65% from its $320 in 27.10.2020 to $111.96 (As on 03.12.2021). Being one of the largest owner entity (More than 920 Entities operating in one umbrella), Books ofContinue reading “Ali Baba and its 920 Entities-Financial Comedy in Modern Day Value Investment-Part 1”

Updates on Chinese Real Estate Developers Debt

While the new Corona variant is posing a threat to the global financial system with panic fall in global market along with fall in commodity prices. But to the contrary, fall in commodity prices should be considered as ease in inflation but the market took the same in opposite direction with blood bath. So canContinue reading “Updates on Chinese Real Estate Developers Debt”

Mocan -Chinese E-Commerce giant Bankruptcy

The Chinese E-commerce giant suddenly declared Bankruptcy in Shenzhen leaving many supplier to flock to the MoCan branch in Shenzhen to demand their dues from the company. However, when they arrived at the office of the company, they discovered that the space was empty. The dues were pending since long time. About MoCan MoCan isContinue reading “Mocan -Chinese E-Commerce giant Bankruptcy”

Country Garden (Time Bomb bigger than Evergrande)

Day in and day out we are preoccupied with Evergrande Debt saga. Some people claim that the size is biggest in China. But today we will emphasise on Country garden which seems to be far far bigger in size than Evergrande. Just in terms of number of projects Evergrande has 817 projects but Country GardenContinue reading “Country Garden (Time Bomb bigger than Evergrande)”

Local Government Financing Vehicle (LGFV) – How it helped fuel the Chinese housing bubble

In our previous blogs, we have written in detail about China’s real estate mess where we have described that how the crackdown on real estate sector can trigger contagion effect in the economy, its impact and then we further emphasised on Collateral Loan Obligation implosion. But somehow all those blogs are not complete if weContinue reading “Local Government Financing Vehicle (LGFV) – How it helped fuel the Chinese housing bubble”