BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
ICICI Securities Report
With collection efficiency trends and credit cost expectations reining in a lot of enthusiasm for financial stocks, another critical vector driving earnings and valuation rerating is going to be credit growth.
We believe India Inc, after undergoing a phase of deleveraging over the past few years, is now better positioned and confident to anvil on the path of releveraging.
Indian financiers, too, have saddled themselves with ample liquidity/capital buffer to tap the emerging opportunity.
Does this mean we are at an inflection point with respect to credit growth outlook?
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