Nippon Life India AMC Ltd - SEBI Consultation Paper to Impact Profitability, Albeit Limited!
The regulator has proposed to remove the additional 5bps expenses on the whole AUM of the scheme, where the exit load was applicable that AMCs...
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New Year Picks 2026: Capturing India’s Next Growth Phase
As we enter 2026, the Indian equity market stands at a critical inflection point — transitioning from a phase dominated by domestic liquidity to...
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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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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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