Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (28 Sep 2026)
​Discover eight pair trade opportunities across three markets and five sectors using statistical mean-reversion methodology for actionable insights.
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NBFC Q2FY26 Outlook - Rate Cuts, Credit Stress & Selective Wins in NBFCs
​Soft demand outside gold, easing co-funding costs, shifting asset quality stress in vehicle finance and micro-LAP. Divergence in NBFC subsegments...
378 Views
Q2FY26 - Consolidated Earnings Preview
The Q2FY26 earnings season was marked with interesting events: 1) Mixed trends in US policies, 2) Indian currency depreciation, 3) Slower uptick in...
451 Views
Q2FY26 Earnings Preview - Banks, Financial Services & Insurance (BFSI)
The systemic credit growth as of 19 th September, 2025, stood at 10.4% YoY, with muted growth seen in retail and corporate segments.
350 Views
Axis Top Picks for the month of October 2025
Relative Underperformance Provides an Opportunity to Add Equity for the Long Term: On a YTD basis, the Indian market has underperformed the US...
292 Views