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AMC shares rally on Sebi s TER call, analysts expect re-rating

Shares of domestic mutual funds experienced a rally of up to 14% after the Securities and Exchange Board of India deferred its decision to lower the total expense ratio (TER). The reduction in TER would have impacted the profitability of the mutual fund industry. The regulator now plans to rework the TER plan, with the new amendments likely to be less stringent. Market experts believe that this decision will benefit asset managers by enabling them to gain a larger market share over time.

Bad bank should have been set up 3-4 years back, not now: Kotak Securities report

January 14, 2021 × Would have been useful just after AQR or earlier when stress was building up and banks were looking to delay bad debt recognition Establishing a bad bank today would aggregate but not serve the purpose that has been observed in other markets, Kotak Securities Ltd (KSL) said in a report. Bad bank is perhaps well served in the initial leg of the loan recognition cycle, it added. “While we are unaware of its probability and design, creation of a bad bank would have been most fruitful three-four years back (perhaps just after the Asset Quality Review) or earlier when the stress was just building up and banks were looking to delay recognition for various reasons.

Rate of decline in fresh lending and deposit rates slows down: Report

January 03, 2021 × “While the overall lending rates have declined when we look at the headline rates, the transmission is probably slower when we look at various products or risk segments,” says a report by Kotak Securities. The rate of decline in fresh lending and deposit rates has started to slow down, according to an analysis of the latest Reserve Bank of India (RBI) data by Kotak Securities. Deposits rates were flat month-on-month (mom) at about 5.6 per cent in November 2020. Fresh lending rates were down about 5 basis points (bps) mom to about 8.3 per cent in the month, the stock broking firm said in a report.

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