India Equity Strategy: Commodity pressure easing, margin expansion on the cards
Aggregate revenue/PAT grew by 19%/6% YoY across the HSIE coverage universe (~208 stocks), their three-year CAGR being 15%/15%
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State Bank of India - Highest Quarterly Profit
AUM growth momentum to continue: AUM growth momentum is expected to continue going forward aiding NII growth which is a key lever to ROA and ROE.
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BFSI Q3FY23 Result Preview – Earnings Growth to Remain Strong!
On a segmental basis, Home loans, Auto loans and Credit card outstanding continue to grow well. Corporate loans are showing gradual recovery,...
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Top Picks - Near-Term Volatile, Continue ‘Buy On Dips’ Strategy for Equities
Axis Top Picks basket outperformed the benchmark by a significant margin as it delivered an impressive return of 11% in 2022 as against 4.3% posted...
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Head Fakes
The need for QE and negative yields for sustaining innovation and maintaining valuation VC investments, Marked to Myth investments, are finally...
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