Bfsi Q4fy23 Result Preview – yet Another Strong Quarter!
We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.
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Housing Finance: New market structures open up investment universe
India’s home loan (HL) market (INR26trn, 17% of overall credit) is poised to double by FY28E on the back of secular trends around improving...
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Axis Research Scorecard Report - Oct 22
The report contains carefully selected and deeply researched stocks that are well-positioned to benefit from the robust festive demand and India’s...
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Axis Diwali Muhurat Picks: SAMVAT 2079
Since the last Diwali, the market has witnessed significant volatility led by liquidity reversal, policy tightening, the Russia-Ukraine...
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Aptus Value Housing Finance India Ltd. - Margins to Benefit From Rate Cut and Ratings Upgrade...
Nims to Benefit in the Rate Cut Cycle: Aptus remains a key beneficiary in the rate cut cycle, with ~80% of the loan portfolio being fixed-rate.
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