Oswal Pumps IPO - RHP Updates & Thoughts on Peer Comp and Valuation
Oswal Pumps is looking to raise about US$162m in its upcoming India IPO. We have looked at the company’s past performance in our previous notes. In...
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Impact of Rate Cut on Indian Banking Sector: NIMs & Earnings to Contract Further Amid Slowdown
Banking sector earnings growth expected to improve in FY26 as deposit rate reductions flow through, but NIM compression likely due to declining...
662 Views
Nifty 50 and the RBI Rate Decision: History Has a Pattern
On Friday, 10:00 am IST the RBI will release its monetary policy statement - live broadcast on the RBI's youtube channel. Both the Nifty 50 and the...
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NIFTY200 Momentum30 Index Rebalance Preview: 69% One-Way Turnover & US$1.9bn Trade
We forecast 20 changes for the index in June. One-way turnover is estimated at 68.7% resulting in a round-trip trade of INR 159bn (US$1.87bn). The...
735 Views
Axis Top Picks for the Month of June 2025
The Axis Top Picks Basket delivered a return of 15.3% in the last three months against the 11.9% return posted by the Nifty 50, outperforming the...
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