Banking Sector Interconnectedness in India..

The interconnectedness of banking and financial sector is not widely understood or discussed yet a high risk issue. The rapid spread of contagion during financial crisis in 2008 was primarily due to the fact that the financial institutions in US had become highly dependent upon each other. The distress in initial few entities led to … Continue reading Banking Sector Interconnectedness in India..
.

Analysing Amalgamation of BoB, Vijaya Bank & Dena Bank..

The amalgamation of Bank of Baroda, Vijaya Bank and Dena Bank announced yesterday comes more than a year after the last successful merger in the PSB space. It clubs two PSBs having less than 2% market share with a mid-sized bank to create the country’s third largest bank. However, there are still around ten PSBs … Continue reading Analysing Amalgamation of BoB, Vijaya Bank & Dena Bank..
.

Subprime Crisis – Ten Years On.. (Part I)

The subprime crisis has caught the global attention again, today marking the collapse of Lehman Brothers, ten years ago. The crisis remains a classic case study for the enormity and swiftness with which it unfolded. A brief attempt to revisit and simplify the complex issues involved..The genesis of the issue, paradoxically, lies in another crisis … Continue reading Subprime Crisis – Ten Years On.. (Part I)
.

US China Trade War – Understanding the Dynamics..

The tariff hike on some of the Chinese goods by US government has shown that Mr Donald Trump is serious about what he talked about during his election campaign. Even though he has been facing severe criticism for his protectionist trade policies, his point of view with regard to China needs to be understood properly. A brief attempt..

Continue reading “US China Trade War – Understanding the Dynamics..”

India’s Balance of Payment.. (Part II)

While software services continue to get maximum attention, Business  services is also a sizeable segment and provide some useful insights. The segment reported exports of over $37 bn, less than software, but substantial nevertheless. In fact, its growth rate at 13% implies that it is not witnessing the kind of challenges software is going through. Further, … Continue reading India’s Balance of Payment.. (Part II)
.

Vodafone Idea merger – The background and the gains…

Vodafone India and Idea Cellular announced the completion of their merger last week, proposed eighteen months ago. The telecom sector has seen several exits/mergers since the entry of Reliance Jio such as sale of Tata Tele to Airtel, R-com assets to R-Jio, closure of Aircel etc. However, this one is the biggest and more interestingly, was … Continue reading Vodafone Idea merger – The background and the gains…
.