Monetary Policy Review
Ventura
Dovish policy with flood of liquidity
Summary | Date | Stock | Author | LTP | Target | Price at reco (Change since reco%) |
Upside(%) | Type | Report | Discuss | |
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09 Apr 2025 | Indian Economy |
Ventura
|
Economy Update
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09 Apr 2025 | Chemicals & Petrochemicals |
KRChoksey
|
Sector Update
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Sustained pricing pressure weighs on margin recovery
KRChoksey
In Q3FY25, volume growth remained a primary driver for the sector, however, price realisation has
been under strain due to sluggish global demand, increased competition, particularly from China, and ongoing global uncertainties. In Q4FY25E, we anticipate that revenue growth for most companies will be driven primarily by higher volumes, with limited margin expansion owing to continued competitive pricing pressure. |
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09 Apr 2025 | Indian Economy |
IDBI Capital
|
Economy Update
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09 Apr 2025 | Realty |
Axis Direct
|
Sector Update
|
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09 Apr 2025 | Automobiles & Auto Components |
Axis Direct
|
Sector Update
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08 Apr 2025 | Banks |
KRChoksey
|
Sector Update
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Banking Sector Quarterly Update
KRChoksey
In Q4FY25, India’s banking sector has witnessed a decline in credit growth led by slowdown in economic activities across sectors, slower pickup in government spending and regulatory caution on retail funding risks.
As per the provisional reporting, Public sector banks (PSBs) drove credit expansion aggressively in Q4FY25, led by robust demand in retail, MSME, and a healthy corporate loan pipeline. |
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08 Apr 2025 | Banks |
Axis Direct
|
Sector Update
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Q4FY25 Earnings Preview - Banks, Financial Services and Insurance (BFSI)
Axis Direct
Positive Result Plays: Banks ICICI Bank, HDFC Bank, SBI, Kotak Mahindra Bank NBFCs Shriram Finance, Bajaj Finance, Cholamandalam Negative Result Plays: CreditAccess Grameen, Equitas SFB
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08 Apr 2025 | Infrastructure |
Axis Direct
|
Sector Update
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08 Apr 2025 | Energy and Power |
Axis Direct
|
352.95 |
Sector Update
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08 Apr 2025 | Pharmaceuticals & Biotech. |
Axis Direct
|
Sector Update
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