Leveraged Financials: Emerging Long-Tail Risks in Unsecured Credit
India’s heterogenous unsecured retail credit market (US$160bn, 3-year CAGR at ~23%) has been in the headlines ever since the RBI clamped down on...
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Axis Top Picks - Jan 2024
We are proud to share that our Axis Top Picks basket delivered impressive returns of 38% in the last one year, beating the benchmark Nifty 50 index...
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Axis Top Picks - Dec 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 31% in the last one year till 1st Dec’23, beating the...
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Banks – Q2FY24 Performance Review
Banks under our coverage continued to report healthy credit growth, largely led by the retail/SME segment and some pick-up in the corporate segment.
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Axis Top Picks - ‘Growth at a Reasonable Price’ – an Overarching Theme - Nov 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 25% in the last one year, beating the benchmark Nifty 50 index
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