A hiccup in the US repo market

Savvy market participants in the US are pointing to a recent injection of about $53 billion by the Federal Reserve into the “repo” market. What is this repo market? Repo is short for repurchase. These are extremely short-term (overnight, a few days, a week)...

Final word on Yes Bank.

The YES bank story is still unfolding. I was wrong, there are cockroaches in more places than I had thought. Many more companies to whom YES has lent may default, especially if an economic downturn is impending. Evidence of sizable call writing positions, hundreds of...

IL&FS crisis may sound death knell for PPP

IL&FS crisis may sound death knell for PPP Delays, the poor health of sponsors, stressed assets and the reluctance of banks to provide funding has derailed many plans, with several projects headed to the bankruptcy court. The default crisis that has struck...