Leveraged Financials: The final stages of “easy money”
A combination of structural and cyclical factors have resulted in shrinking liquidity buffers and rising cost of funding across financial...
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BFSI Q2fy23 Result Preview – yet Another Strong Quarter!
The systemic credit growth continues to remain robust and at a multi-year high, supported by continued growth in the Retail and SME segment.
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Q2fy23 Preview - Non-Commodities Likely to Do Better
Q2FY23 marked a cool-off in the key commodity prices including the base metals and the crude oil as against the Q1FY23 period that witnessed...
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Axis Multi-Asset Strategy - Stay Focused on Asset Allocation
The rise in Covid-19 cases across the world moderated in Sep’22 vis-à-vis previous months, providing much-needed relief from the anticipated COVID...
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Axis Top Picks - Oct 2022 - Earnings Commentary & Festival Demand to Drive the Market
Axis Top Picks basket delivered flattish returns (+0.2%) in a highly volatile Sep’22 which reported a rather mixed performance across sectors and...
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