Kotak Mahindra Bank - US$1.2 Billion Lockup Release
In Jun 2023, CPPIB raised around US$750m via selling a 1.6% stake in Kotak Mahindra Bank (KMB IN). Prior to that it had sold a similar amount in...
700 Views
The Great Reversal: India's Public Sector Banks Outscore Private Rivals
PSU banks surpass private peers in loan growth for the first time in 14 years, signaling a potential structural shift in market share.
253 Views
Axis Top Picks for the month of February 2026
India enters Feb’26 with markets navigating a complex backdrop of strong domestic growth projections, external volatility, currency weakness, and...
160 Views
Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) credit growth was marginally below our estimates, delivering an 11% YoY (vs our expectation of ~12% YoY) growth as banks exit...
265 Views
#132 India Insight: U.S. 26% Tariff on India, Apple’s 25% Output Surge, HDFC Bank Regulatory Warning
U.S. imposes 26% tariff on Indian imports, India remains unfazed. Apple to increase iPhone production in India. SEBI warns HDFC Bank, analysts...
598 Views