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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Five Star Business Finance - At an Inflection Point
Q1 results show turnaround is underway with strong disbursement growth and improving recoveries. The Balance sheet remains conservatively run with...
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BFSI Q4FY22 Result Preview – Growth Momentum Robust; Asset Quality Pressures to Ease
We expect loan growth momentum for banks to sustain on a sequential basis, mainly driven by Retail/SME segments. Deposit growth continues to remain...
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Global Equity Strategy: More Cracks Begin to Show
Adding to last week’s concerns reiterated above, additional developments which have further dampened our overall outlook include a breakdown in the...
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