BFSI Q2FY24 Earnings Preview
The systemic credit growth (as reported till 22nd Sep’23) of ~20% YoY factoring in the HDFC-HDFC Bank merger (~15.3% YoY ex-HDFC) continues to...
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Top Sector Ideas - Banking, Financial Services and Insurance (BFSI)
The NBFCs under our coverage reported healthy AUM growth led by strong demand across segments .Owing to seasonal weakness, disbursements for most...
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Rural India - State-Wise Divergences Evident in Recovery Phase
Rural India’s economic recovery post the COVID-19 pandemic has been a much debated topic over the past year, and rightfully so
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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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BFSI Q3FY23 Result Preview – Earnings Growth to Remain Strong!
On a segmental basis, Home loans, Auto loans and Credit card outstanding continue to grow well. Corporate loans are showing gradual recovery,...
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