Top Picks - Upcoming Monsoon Critical for Broad-Based Recovery - June 2023
Axis Top Picks basket delivered impressive returns of 25% in the last one year, outperforming the benchmark Index NIFTY 50 (12% returns in one...
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Federal Bank Ltd. - NIMs Surprise Negatively; Growth Levers Intact!
FB reported credit growth of 20/4% YoY/QoQ supported by growth across segments. The bank’s higher-yielding portfolio contributed ~21% to...
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Bfsi Q4fy23 Result Preview – yet Another Strong Quarter!
We expect the banks under our coverage to mirror the strong systemic credit growth, thereby delivering a robust ~17% YoY credit growth in Q4FY23.
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Housing Finance: New market structures open up investment universe
India’s home loan (HL) market (INR26trn, 17% of overall credit) is poised to double by FY28E on the back of secular trends around improving...
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Top Picks - Apr 2023
Axis Top Picks basket outperformed the benchmark by a significant margin with its impressive return of 9.7% in FY23 as against the 0.6% decline...
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