Q4FY25 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
We would watch out for management commentary on growth trajectory in FY26 and direction for recovery in the unsecured segments, particularly MFI...
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AMFI Stock Reclassification Preview (Jun 2025): Plenty of Change With More Likely
We currently forecast 40 migrations for the AMFI July reclassification. There are 2 new listings that could be added to MidCap. The forecast upward...
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Axis Top Picks for the month of March 2025
Axis Top pick basket declined by 9% in Feb’25 in a highly volatile month that witnessed rather mixed performance across the sector, market cap and...
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Top Conviction Ideas - “Banks, Financial Services and Insurance (BFSI) ”
Banks (incl. SFBs) under our coverage reported an in-line performance, delivering a credit growth at ~12% YoY, mirroring systemic growth.
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Axis Top Picks for the Month of November 2024
The Axis Top Picks Basket delivered a return of 11.6% in the last six months against the 7.5% returns posted by Nifty 50 over the same period.
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