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SANTANU CHAKRABARTI
'Bank NIMs to bottom out in Q2 as benefits of rate cut kick in': AnalystsNet interest margins (NIMs), a key measure of core profitability, at Indian banks are poised to rise after hitting a low in the second quar...
Contrarian call by BNP Paribas' Santanu Chakrabarti: Why banks trump NBFCs in this rate cut cycleBNP Paribas analyst Santanu Chakrabarti is bucking the trend, favoring banks over NBFCs during rate cut cycles. He anticipates that while b...
How will RBI's rate cut impact bank profits and interest rates?Following the RBI's policy measures, banks are poised to benefit from increased liquidity. This influx allows for strategic deployment into...
RBI’s surprise rate, CRR cuts may accelerate banks’ earnings recovery: AnalystsReserve Bank of India's unexpected rate cut may boost bank earnings. Analysts predict net interest margins will recover faster than expecte...
HDFC Bank has more re-rating potential than ICICI Bank: Santanu Chakrabarti, BNP ParibasHeadline inflation in India also remains fairly benign with persistent inflation pockets like vegetable prices unlikely to be materially in...
PSU banks brace for CASA recovery as fixed deposit rates decline: Santanu ChakrabartiSo, if you analyse why money supply or deposit growth in the last two years has not kept pace with the amount of credit that has got create...
Kotak Bank hopes to offset digital curbs with brick and mortar pushKotak Mahindra Bank is shifting focus to physical branch expansion following ban on digital onboarding, unveiling new distribution structur...
Valuations of large private banks oblivious to improved earnings outlook: Santanu Chakrabarti, BNP ParibasAnalyst Santanu Chakrabarti from BNP Paribas highlights undervaluation in large private banks despite positive surprises. Despite a strong ...
HDFC Bank shares rally 2% as LIC ready to play white knightHDFC Bank stock is trading at decadal-low valuations of about 2.1 times to book value. Not just LIC, but other long-term investors are find...
Kotak Bank's new CEO choice reflects priorities over next decade: Santanu Chakrabarti"We think KMB’s new CEO choice also reflects what they are prioritising over the next decade. They have chosen a global professional with b...
HDFC Bank result unlikely to surprise one way or the other: Santanu Chakrabarti, BNP ParibasThe upcoming quarter for HDFC Bank is expected to focus more on the commentary rather than the numbers. Analysts will closely watch the ban...
HDFC Bank Q2 preview: Margins may moderate as lender reports merged numbers for first timeHDFC Bank Q2 Preview: While Kotak Institutional Equities expects HDFC Bank's Q2 PAT to rise 44.5% to Rs 15,327 crore, Motilal sees a growth...
SBI Q1 results may surprise investors. BNP Paribas analyst Santanu Chakrabarti explains whyAs of now, some succor is available on margins from a pick-up in sentiments and therefore disbursement velocity in the relatively high-yiel...
Higher costs for new deposits may hit bank marginsTerm deposit rates have risen by about 200 basis points in the last few months as banks have had to catch up with the stronger credit growt...
ICICI, Axis on the bounce among analysts' top banking picks nowICICI Bank has consolidated its position as an investor favourite with a 37% year-on-year jump in net profit, led by a broad-based loan gro...
Not worried by higher provisioning by ICICI Bank: Santanu Chakrabarti“The tailwind provided by extra PAT will happen but it has probably got pushed out by a quarter or two.”
Axis Bank augments arsenal to fight NPA crisis; brokerages see up to 30% upsideMotilal Oswal has a price target of Rs 650 on Axis Bank.
Tax tinkering clouds insurance stocks’ earnings outlookThe taxing dividend income in the hands of insurers will increase their effective tax rate.
Nationalism drive behind spread of fake news in India: BBCThe findings come from extensive research in India, Kenya, and Nigeria into the way ordinary citizens engage with and spread fake news, the...
- Reliance Comm realigns circle managers' portfolios
In a major overhaul, Reliance Communications (RCL) has regrouped its wireless business activities and reorganised the management of circles...