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...
316 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
Federal Bank - FinTech Partnerships Maturing; Approaching Take-Off
On the back of its best-in-class liability franchise and a granular loan book, FB has dialled up its FinTech partnerships to address its product...
280 Views
Federal Bank (Update): FinTech Partnerships Maturing, Approaching Take-Off.
Each of these individually stitched collaborations dovetails into cross-sell across customer cohorts, thus enhancing the potential profitability of...
294 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
213 Views