Domestic tourism is likely to grow at a rapid pace, given the country’s increasing middle-class population, rising disposable income, growth in foreign tourist arrivals (FTAs), and the government’s numerous initiatives to grow this sector. This bodes extremely well for the Indian hospitality industry in general and IHIN in particular

https://www.motilaloswalgroup.com/IE/Analyst-Videos/1156

Fundamentals for the Indian hospitality industry are turning favorable, with demand growth (10-12%) likely to outpace supply growth (5% over FY18-23). At MOFSL, we see Indian Hotels as an attractive investment

https://www.motilaloswalgroup.com/IE/Analyst-Videos/1156

The Indian hospitality industry appears set to enter into an upcycle after nearly a Decade, led by favorable demand-supply dynamics. Against this favorable backdrop, we see IHIN – the second largest hotel operator in India – as an attractive investment candidate

https://www.motilaloswalgroup.com/IE/Analyst-Videos/1156

PSU banks have a higher proportion of un-weighted retail and small business customer deposits relative to private bank

http://institution.motilaloswal.com/emailer/Research/BANK-20181120-MOSL-SU-PG012.pdf

The recent liquidity tightness from RBI faced by NBFCs has provided high pricing power to Banks ( PSU’s & PCA’s) which will complement their growth momentum

http://institution.motilaloswal.com/emailer/Research/BANK-20181120-MOSL-SU-PG012.pdf

The recent liquidity crisis in the banking and financial space has put a spotlight on the asset-liability mismatch of the lenders and raised worries on the usage of short-term sources to fund long-term assets

http://institution.motilaloswal.com/emailer/Research/BANK-20181120-MOSL-SU-PG012.pdf

RBI has consistently provided relaxation to banks to meet their LCR requirement which has driven improvement in LCR

http://institution.motilaloswal.com/emailer/Research/BANK-20181120-MOSL-SU-PG012.pdf