AT1 bonds adverse judgment
Supreme Court has reserved judgment on the AT1 bonds write-down; an adverse ruling could impact capital adequacy and investor confidence.
YESBANK / bear-case history
Track the concerns that keep returning.
Yes Bank · risk themes across the available quarters.
Research layer active
Bear-case history
Risks carried through the record.
high
Geopolitical tensions impacting infras segment
West Asia war could have second-order effects on inflation and client stress in the infrastructure segment, a key growth driver.
Retail asset quality normalization
While retail slippages improved to 2.8% exit rate, unsecured portfolios (credit cards, personal loans) remain elevated; any deterioration could pressure credit costs.