Sector Update - FCNR (B) Deposit Mobilisation Update
The RBI's special FCNR(B) swap facility closed as scheduled on 31st August 2026, and as per the latest RBI print on 2nd Sep’26, data shows banks...
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Axis Top Picks for the month of September 2026
Indian equities entered Sep’26 with a fundamentally stronger earnings backdrop but a less supportive global liquidity and valuation environment.
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Why Indian Private Sector Large Cap Banks Are Not Performing?
Public-sector banks are using lower lending rates to win prime credit. The pressure on private banks is no longer about bad loans; it is about...
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Kotak Mahindra Bank Ltd. - Unsecured Stress Ebbs; NIM Improvement Remains Key Monitorable!
The stress in the MFI and Personal Loans (PL) portfolio has declined QoQ, while that in the credit card portfolio has plateaued.
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Kotak Mahindra Bank: Navigating Growth-Margin-Asset Quality Trade-Off. Maintain BUY
Over the past couple of years, Kotak Mahindra Bank (KMB) has been hampered by stress in its retail unsecured segments, a 10-month embargo owing to...
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