'Contagion' is a word being passed around among Indian investors since yesterday. The worry is that the potential collapse of a significant player like YES Bank affects the whole balancing act in financial markets, where there is a cascade of defaults as companies lose their deposits, shareholders lose their investments, and there is a freeze on funds. YES Bank has an asset base of INR 3.47 trn, making it a sizable player. 

With investors paying closer attention to bad loans and defaults, rise in provisions in recent quarters becomes an important metric in the financial space, to identify lenders who may already be seeing a rise in bad debts. This stock screener tracks companies where provisioning has increased by at least 5% in the most recent quarter. Companies seeing increases in provisioning include HDFC Bank, Muthoot Finance, and IndusInd Bank.