Top Conviction Ideas – “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) under our coverage reported a largely in-line performance delivering a credit growth at ~14% YoY, with a continuous and...
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Nippon Life India AMC Ltd. - Market Share Gain Continues; Focus on Profitable Growth!
Growth to remain healthy; Eyeing sticky customer base: The net flows momentum in sectoral, thematic, multi-cap and multi-asset allocation funds has...
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Q2FY25 Earnings Preview - Banks, Financial Services and Insurance
Mirroring the systemic credit growth trends, we expect banks under our coverage (incl. SFBs) to register credit growth of ~14/4% YoY/QoQ.
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Axis Research Scorecard Report for Aug 2024
A few picks that reported excellent returns included Lupin (17.2%), TVS Motor Company (11.2%), Aurobindo Pharma (9.4%), HCL Technologies (6.7%) and...
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Top Sector Ideas: Banking, Financial Services and Insurance (BFSI) Q1FY25
Banks (incl. SFBs) under our coverage continued to report healthy credit growth at ~15% YoY (ex-HDFCB), marginally lower than our expectation of...
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