Leveraged Financials: ‘Pause and Effect’ - interesting trade-offs ahead
As banks and NBFCs navigate the growth-margin trade-off, we argue that the combination of lower growth and lower spreads is not priced into valuations
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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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HSIE Results Daily: Hindustan Unilever, Asian Paints, Havells India
Hindustan Unilever: HUL reported marginally better revenue growth at 16% (HSIE 14%), with volume growth of 5% (HSIE 5%). Three-year revenue and...
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HSIE Results Daily - Hindustan Unilever, Asian Paints
Hindustan Unilever: HUL reported marginally better revenue growth at 16% (HSIE 14%), with volume growth of 5% (HSIE 5%). Three-year revenue and...
533 Views