Banks and NBFCs Sector Update - Fundamentals Firm, Valuations Now More Compelling
Phase 1 proved challenging, with headwinds largely playing out over H1FY26 and was characterised by slower disbursement and loan growth, deposit...
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MS-India Index Earning Revision (Sep): SWIGGY, HDFC Bank, Axis Bank, Reliance Industries
We analyzed MS-India's consensus for Sep 2026 and highlighted changes of EPS in SWIGGY, HDFC Bank, Axis Bank, Reliance Industries, Bharti Airtel,...
311 Views
Asian Bond Monitor: Take Profits
Indian high-yield bonds outperforming due to improving operating environment, fixed rate bonds seen as fully-valued in stable rate scenario,...
248 Views
Q3FY26 - Consolidated Earnings Preview
Q3FY26 earnings season unfolded against a relatively more stable macro and policy backdrop, marked by a confluence of supportive domestic factors...
162 Views
NIFTY Index Earning Revision (Sep): Wipro, BSE, HDFC Bank, InterGlobe Aviation, ICICI Bank
We analyzed NIFTY's consensus for Sep 2026 and highlighted changes of EPS in Wipro, BSE, HDFC Bank, InterGlobe Aviation, ICICI Bank, Adani...
304 Views