Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI)”
Banks (incl. SFBs) credit growth was largely in line with our estimates, delivering an 11% YoY growth in Q1FY26, thereby broadly replicating...
227 Views
Q1FY26 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
The systemic credit growth (as of 13th June, 2025) has derailed to <10%. This can be attributed to a meaningful slowdown in the unsecured loans...
416 Views
Axis Top Picks for the month of July 2025
Our Top Picks Basket has delivered an impressive return of 336% since its inception (May’20), which stands well above the 175% return delivered by...
414 Views
Public Sector Banks: Repair, Reform, Reset
Despite improving profitability (FY25 RoAs approaching 1%), investors remain skeptical of the sustainability of these earnings
315 Views
Axis Top Picks for the Month of June 2025
The Axis Top Picks Basket delivered a return of 15.3% in the last three months against the 11.9% return posted by the Nifty 50, outperforming the...
375 Views