India: Value/Growth Divide Hits New Peak Among GEM Funds.
The difference in Indian exposures between Value and Aggressive Growth managers hits record wides of +10.5%. Value managers go max underweight,...
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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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Banking & Financials Sector: Credit Growth Picking Up; Lower Provisions to Drive Earnings
Credit growth picking up; lower provisions to drive earnings We expect strong earnings performance from banks in 4QFY22, driven by: (1) improving...
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Indian Financials: Momentum Returns to Key Overweight
Exposure in Indian Financials has reached peak levels among Asia Ex-Japan managers. A key overweight, 77% of Asia Ex-Japan managers are now...
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Aequitas: SBI Funds Management IPO Trading - Couldn’t Have Asked for a Better Market Reopening
SBI Funds Management raised about US$1.2bn in its upcoming India IPO. In this note, we talk about the overall demand and trading dynamics.
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