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PRANAV GUNDLAPALLE
SBI margins drag PSU banks, but private banks set for comeback: Pranav Gundlapalle, BernsteinState Bank of India's margin drop was a key event. Analysts suggest the worst may be over for banks. Private sector banks are expected to p...- Bank deposits yet to fully reflect repo rate cutsBanks are struggling to attract deposits as policy rate cuts are slowly reflected in deposit rates. Savers are moving funds to other invest...
- HDFC Bank’s delayed response to chairman exit raises sentiment risks: BernsteinBrokerage Bernstein said HDFC Bank mishandled communication around former chairman Atanu Chakraborty’s resignation, delaying clarity and wo...
- Public sector banks still ahead of private peers in credit growthPublic sector banks (PSBs) outpaced private lenders in credit growth during the December quarter of FY26, with loan growth ranging from 17-...
- Bajaj Finance faces long-term growth challenges as margins tighten: Pranav GundlapalleDespite Bajaj Finance posting 24% AUM growth and 23% profit rise, Sanford C. Bernstein’s Pranav Gundlapalle warns of long-term growth headw...
- RuPay is becoming the card of choice; all credit to UPILocal card network has seen its share climb to 16% in two years; if UPI link remains exclusive, it could rise further.
- Bank credit growth surprises; PSU vs private bank performance in focus: Pranav GundlapalleIndian banks are experiencing stronger than expected loan growth. This pickup signals improving demand across the sector. Analysts are now ...
- Banking sector nears bottom; growth and margins recovery may start from H2: Pranav GundlapalleThe Indian banking sector may be close to turning a corner, according to Pranav Gundlapalle, Senior Research Analyst at Sanford C Bernstein...
- Prefer large private sector banks; liquidity to be biggest driver over 12- to 18-months: Pranav GundlapallePranav Gundlapalle of Sanford C Bernstein prefers large private banks such as HDFC, ICICI, and Axis due to their diversified portfolios and...
- Kotak Mahindra Bank’s aim to be 3rd largest private lender exposes it to significant M&A risk: BernsteinKotak Mahindra Bank, aiming to be India’s third largest private sector lender by 2030, faces significant M&A risks and integration challeng...
- Bond inclusion positive for banks; return of FII flows to benefit private banks: Pranav Gundlapalle, Sanford C BernsteinPrivate sector banks, particularly HDFC Bank, are poised for growth and profitability. Indian bond inclusion may impact liquidity and inter...
- If problems remain restricted to PPBL & UPI payments continue, Paytm stock will go up: Pranav Gundlapalle, Sanford C BernsteinAccording to Pranav Gundlapalle, the Paytm stock is being driven by incremental news flow confirming that the problems are limited to PPBL....
- Paytm share soars 21% in 4 days as Paytm karo brigade becomes biggerShares of Paytm's parent company, One 97 Communications, surged 5% due to the resolution of the regulatory crisis. Analysts expect recovery...
- Why Pranav Gundlapalle finds Paytm's current valuation attractiveNow, there could be further downside if you see this action spreading to other parts of the business and there is no reason to believe that...
- Paytm rebounds after 40% selloff as shares seen offering valueIndia’s fintech major Paytm rebounded on Tuesday, after shedding more than $2 billion in market capitalization in three sessions, as analys...
- Do you buy the decline in private banks or uptick in PSBs? Pranav Gundlapalle answers"Private sector banks are preferred over public sector banks due to factors such as valuation multiples, earnings rebound, and better depos...
- 3 stocks Pranav Gundlapalle is bullish on from banking sectorWe think the compounding story is largely going to be similar across banks. So, you are talking about high teens compounding of the book va...
- D-Street feels HDFC merger will not impact profitabilityFor HDFC, liquidity coverage ratio (LCR) improved from 80% to 128%, helped by a sharp increase in government bond holdings. G-Secs, as a pe...
- Banks face losses of up to 10% on long-dated G-Secs as yields rise"As per our analysis, if the losses are fully realised which is unlikely in our view on the held-to-maturity book, the range of impact on n...
- HDFC Bank could see drop in cost of funds post merger with parent HDFC Ltd: Bernstein“On cost of funds the level of impact depends on the extent to which the borrowings are replaced by term deposits,” said Pranav Gundlapalle...
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