Equity Strategy · 12 Nov 2026
Indian banks: structural re-rating or cyclical bounce?
We examine credit growth, NIM trajectory and valuation comfort across PSU and private banks.
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We examine credit growth, NIM trajectory and valuation comfort across PSU and private banks.
Inflation, growth and external balance — what to watch in the upcoming MPC.
OEM-wise demand pulse, raw material trends and our top picks within the sector.
Key levels, momentum indicators and a probabilistic view for the coming week.
Risk-reward turns less attractive at current levels; we revisit our tactical stance.
Quality of business, valuations and risks across recent primary issues.
Research notes are for informational purposes only and do not constitute a personalised investment recommendation. Past performance is not indicative of future results.