India Insurance: Q1FY26 - A Mixed Bag - Low on Growth, High on Profitability
Indian insurers, across life, multi-line general and health businesses, reported a mixed bag for Q1FY26, with many franchises prioritizing...
290 Views
India Insurance: Positioning for the Clarion Call
As policymakers target inclusive coverage (Insurance for All) over the next two decades, the US$53bn Indian insurance sector presents a compelling...
423 Views
Non-Leveraged Financials - Volatile Markets and Weak Macros Drive Slowdown
Active equity schemes witnessed a deceleration in net inflows at INR339bn (Q1FY23: INR598bn), despite an all-time high SIP flow run rate (Q2...
405 Views
Health Insurance 1.0: Advantage SAHIs
We believe that the recent extension of “Use and File” for retail products is likely to reflate portfolio profitability by containing the...
268 Views
Health Insurance 1.0 - Advantage SAHIs
Within the INR1.3tn retail health insurance opportunity (by FY32E), standalone health insurers (SAHIs) are slated to grow faster than multiline...
282 Views