Axis Top Picks for the month of December 2025
Strong 1500+ points Rally in Nifty 50 since Oct’25: After seeing some pullback in Jul/Aug’25, a broad-based recovery was seen since Oct’25.
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Thematic Report on Small Finance Banks: The MFI Curse Is Fading & A New Era of Secured Growth Begins
​India's Small Finance Banks sector is transitioning from MFI lending to diversified loan books offering growth potential through branch network...
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Leveraged Financials: Transmission Underway, Searching for Growth Catalysts
The Reserve Bank of India (RBI), in its latest monetary policy committee (MPC) meeting, maintained status quo on policy rates while also retaining...
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Q1FY26 Banking Sector Report: How Repo Rate Cuts Are Reshaping the Sector?
​RBI's rate cut leads to margin pressure for banks as lending rates drop faster than deposit rates, impacting credit growth and liquidity...
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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...
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