Trump Tariffs - Possible Impact on Our Market
President Donald Trump and the White House revealed a list of U.S. “reciprocal tariff” rates that more than 180 countries and territories are set...
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Axis Top Picks for the month of April 2025
The Axis Top Picks Basket delivered an excellent return of 8.9% in Mar’25 against the 6.3% return posted by the Nifty 50, thereby beating the...
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Axis Top Picks for the month of March 2025
Axis Top pick basket declined by 9% in Feb’25 in a highly volatile month that witnessed rather mixed performance across the sector, market cap and...
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Quarterly Flipbook: Diminishing growth, downgrades intensify across sectors
The aggregate performance of the Q3FY25 earnings season was subdued, in line with expectations, but reflected marginal improvement on a QoQ basis,...
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Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI) ”
Banks (incl. SFBs) under our coverage reported an in-line performance, delivering a credit growth at ~12% YoY, mirroring systemic growth.
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