Q3FY25 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
We expect banks under our coverage to deliver ~12% YoY credit growth in Q3FY25, in-line with industry growth. We would expect the systemic growth...
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Top Conviction Ideas â âBanks, Financial Services and Insurance (BFSI)â
Banks (incl. SFBs) under our coverage reported a largely in-line performance delivering a credit growth at ~14% YoY, with a continuous and...
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Axis Top Picks for the Month of November 2024
The Axis Top Picks Basket delivered a return of 11.6% in the last six months against the 7.5% returns posted by Nifty 50 over the same period.
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Federal Bank Ltd - New Management Revisiting Strategy to Drive the Next Leg of Growth!
Re-looking into the Deposit Strategy: FBâs slow deposit growth in Q2FY25 was an outcome of slower TD growth, as the bank intentionally did not want...
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Event Update: RBI Monetary Policy - October 2024
The âstatus quoâ on policy rates and change in stance from âWithdrawal of Accommodationâ to âNeutralâ was on expected lines. This has set the stage...
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