The second of four conversations between independent analyst Hemindra Hazari and Paranjoy Guha Thakurta.
Home Media Presence IL&FS Collapse: What Happens When Infrastructure Development is Privatised: Hemindra Hazari
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“Q1 FY20 is expected to be poor on account of stressed loans slipping to NPAs,” says Hazari.
But even when public information is available, they often don’t connect the dots, as independent analyst Hemindra Hazari points out in this example, where a company continued to service one lender’s loans even as it defaulted on all other banks.
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