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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Top Picks - Apr 2023
Axis Top Picks basket outperformed the benchmark by a significant margin with its impressive return of 9.7% in FY23 as against the 0.6% decline...
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IndusInd Bank- RBI's Decision May Not Be a Red Flag
Shortening of tenures by the RBI have been common for BFSIs. The move does not explicitly indicate any fundamental deficiency which is why...
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Axis Top Picks - March 2023
Axis Top picks basket delivered a positive return of 0.7%, outperforming the Nifty 50 index which declined by 1.7% over the same period (since 1st...
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