ICICI Bank Ltd. - Strong Performance Continues, Quarter After Quarter!
Retail loan (+21/6% YoY/QoQ), Business Banking portfolio (+30/11% YoY/QoQ), SME (+29/7% YoY/QoQ) and Corporate (+15/3% YoY/QoQ).
294 Views
Leveraged Financials: Emerging Long-Tail Risks in Unsecured Credit
India’s heterogenous unsecured retail credit market (US$160bn, 3-year CAGR at ~23%) has been in the headlines ever since the RBI clamped down on...
314 Views
Banks – Q2FY24 Performance Review
Banks under our coverage continued to report healthy credit growth, largely led by the retail/SME segment and some pick-up in the corporate segment.
305 Views
Axis Research Scorecard Report for Oct 2023
Our POW calls delivered an excellent Monthly strike rate of 84% in Oct’23. Calls that successfully achieved their target were Nestle India (~10%),...
350 Views
Axis Top Picks - ‘Growth at a Reasonable Price’ – an Overarching Theme - Nov 2023
We are proud to share that our Axis Top Picks basket delivered impressive returns of 25% in the last one year, beating the benchmark Nifty 50 index
209 Views