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...
19 Mar, 2026, 11.53 AM IST
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-...
12 Mar, 2026, 12.50 AM IST
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...
11 Nov, 2025, 04.28 PM IST
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 ...
08 Oct, 2025, 09.00 AM IST
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...
16 Sep, 2025, 05.03 PM IST
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...
27 Feb, 2025, 01.24 PM IST
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...
16 Oct, 2024, 12.01 PM IST
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...
28 Jun, 2024, 12.29 PM IST
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....
28 Feb, 2024, 01.20 PM IST
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...
21 Feb, 2024, 11.11 AM IST
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...
06 Feb, 2024, 12.38 PM IST
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...
06 Feb, 2024, 12.23 PM IST
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...
05 Oct, 2023, 09.25 AM IST
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...
14 Jul, 2023, 11.26 AM IST
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...
13 Jun, 2023, 05.52 AM IST
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...
24 Mar, 2023, 12.42 AM IST
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...
26 Nov, 2022, 12.51 AM IST