ICICI Bank - Consistent Delivery Beyond Expectations
ICICI Bank hosted its annual analyst day, showcasing its top-of-the-order digital stack and go-to-market and micro-market strategy while holding on...
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Axis Top Picks for the Month of December 2022
Axis Top Picks basket delivered impressive returns of 18%/19% in the last 6M/1YR respectively, outperforming the benchmark Index NIFTY 50 by an...
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India Equity Strategy: Cost inflation peaked out; margin recovery on the horizon
Q2FY23 earnings season saw an overall in-line performance, with wide divergences across sectors and companiesAggregate revenue/PAT grew by 31%/4% YoY
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Five-Star Business IPO Trading - One of the Best Anchor Books but Worst Overall Demand
Five Star Business Finance raised around US$190m in its India IPO. In this note, we talk about the deal demand and trading dynamics.
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Indian Banks Screener to September-End 2022: Credit Delinquency in Check, for Now
Strong macro and easy credit conditions have supported Indian banks' returns, yet India's macro prospects may be close to peaking; we are negative...
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