Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): US Banks – Weekly Loans Surge at Large Banks and more

In today’s briefing:

  • US Banks – Weekly Loans Surge at Large Banks, With -Ve YoY Growth CRE, Jumbo Deposits Down
  • #78 India Insight: Jio’s ₹40,000 Cr IPO, Eicher Motors’ 7% Rev Growth, and VI’s 5G Rollout


US Banks – Weekly Loans Surge at Large Banks, With -Ve YoY Growth CRE, Jumbo Deposits Down

By Daniel Tabbush

  • Weekly HFD for large US banks shows a profit-positive picture in latest data through 18 December
  • Loan growth is accelerating in the week and in the past few weeks, with a steady rise in the pace of growth since late November
  • Where large US banks are growing loans more aggressively, but seeing more negative growth in higher cost Jumbo Deposits, this can be highly positive for core income

#78 India Insight: Jio’s ₹40,000 Cr IPO, Eicher Motors’ 7% Rev Growth, and VI’s 5G Rollout

By Sudarshan Bhandari

  • Reliance Jio plans a Rs. 40,000 crore IPO, with pre-IPO placements underway, leveraging AI, satellite internet, and 5G growth.
  • Eicher Motors posts 7% revenue growth, despite slight dip in Royal Enfield sales, with a strategic foray into electric vehicles.
  • VI plans aggressive 5G rollout with 15% discounted entry-level plans, targeting 75 cities and aiming to rebuild its subscriber base.

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