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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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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Quarterly tracker (Q3FY23): Commodity pressure easing, margin expansion on the cards
BFSI Strong credit growth reported by banks while deposit growth remained a challenge. Asset quality continued to improve and NIM expanded...
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India Equity Strategy: Commodity pressure easing, margin expansion on the cards
Aggregate revenue/PAT grew by 19%/6% YoY across the HSIE coverage universe (~208 stocks), their three-year CAGR being 15%/15%
411 Views
Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (10 Aug 2026)
Discover five pair trade opportunities across three markets and five sectors using statistical mean-reversion methodology for actionable insights.
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