icici bank

This Major Bank’s Loan Book Just Grew at the Fastest Pace in Fourteen Quarters

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Business banking surging, rural loans accelerating on gold demand, asset quality pristine, margins resilient  There are banks that report strong quarters. And then there are banks that report strong quarters while simultaneously telling you something important about the direction of the entire business. ICICI Bank’s Q1FY27 results did both. Advances grew 19.6% year-on-year — the … Read more

India’s Earnings to Get Cut — Here Is What to Own and What to Dump

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The Iran conflict has exposed India as Asia’s most vulnerable large economy to an energy shock. Goldman Sachs says earnings could be hit. Here is the full damage assessment and the investment playbook that follows from it Of all the major Asian economies caught in the crossfire of the Iran-US-Israel conflict, India sits in the … Read more