Top Sector Ideas - BFSI
Banks under our coverage continued to report healthy credit growth, largely led by the retail/SME segment, with some pick-up in corporate lending.
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HSIE Results Daily: L&T Technology Services, Federal Bank
L&T Technology Services: L&T Technology Services (LTTS) maintained its FY24E outlook implying a strong exit in Q4FY24E, even as Q3 performance was...
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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...
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Axis Top Picks - Jan 2024
We are proud to share that our Axis Top Picks basket delivered impressive returns of 38% in the last one year, beating the benchmark Nifty 50 index...
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2024 High Conviction Idea: IDFCBK IN: Best-In-Class Midsize Bank in India; Long-Term Performance
Outlook on IDFC First Bank's profitability and market valuation is moving towards the top quadrant consisting of the best banking peers in India,...
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