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SURESH GANAPATHY
Muted returns on market bets steer funds back to banksAs per RBI data, bank deposits stood at Rs 256.9 lakh crore as of May 15, 2026, registering a year-on-year growth of 12.2% - well above the...- PSBs tap liquidity buffer to meet strong loan demandPublic sector banks are seeing their liquidity coverage ratios decline. This trend is driven by strong loan demand outpacing retail deposit...
- PFC-REC merger may not be a priority amid war squeezeBoards of Power Finance Corporation and REC will meet Saturday. Uncertainty surrounds their proposed merger. The government's stake may fal...
- Axis Bank slips despite 'Buys' as provisions cast a shadowAxis Bank shares fell 3% despite analysts maintaining a positive outlook, with 94% recommending 'Buy'. The bank's loan growth was strong, b...
- Impact on credit culture: One good deed could sow seeds for many bad loansThe Maharashtra government fulfilled its poll promise waiving loans up to Rs 2 lakh and also offering a Rs 50,000 incentive for farmers reg...
- Banking sector outlook 2025: Suresh Ganapathy’s perspective on growth and valuationsSuresh Ganapathy of Macquarie Capital sees resilience in Indian banking, driven by stable credit growth, easing liquidity, and strong valua...
- In near term, be overweight on NBFCs; shift towards banks in H2: Suresh GanapathySuresh Ganapathy from Macquarie Capital predicts that banks will benefit from falling rates and easing liquidity, with private sector banks...
- HDFC Bank September quarter loan growth may dip below 10% on year: Macquarie CapitalHDFC Bank, India's largest private sector lender, may see its loan growth dip below 10% in the September quarter due to plans to sell Rs 70...
- Indian banks' credit losses in credit cards at nearly 6% - Macquarie CapitalDefault rates in credit cards and unsecured loans are rising, with losses in credit cards nearing 6%. Young millennials are reportedly defa...
- Paytm analyst who predicted slump further reduces target price on stockMacquarie’s Suresh Ganapathy cut his price estimate to Rs 450 from Rs 700, citing lower valuations for fintech cos globally. He didn’t chan...
- Fewer EMI bounces point to drop in loan defaultsDebit bounce rates on bank accounts hit their lowest level since May 2019, indicating an improvement in the asset quality of banks.
- HDFC Bank could double technology spends: Macquarie Capital“Currently technology spends as a % of opex is around 8-9%, this in our view, will double to 18-20% if management is going to significantly...
- RBI may continue its curbs on HDFC Bank following technical glitches“Due to the recent outage, we believe the chances of an adverse report increases and hence the ban on issuance of new credit cards and laun...
- Retail NPAs might spike to 10-year high of 4%: Report“As the moratorium period ended in August 2020, we could see some increase in retail stress in the coming quarters,” said Suresh Ganapathy,...
- Business improving, fresh loan slippages unlikely: ICICI BankSeparately, the lender also told analysts that technical outages are an unfortunate but harsh reality in an increasingly digital banking la...
- Total moratorium book sliding downwards: MacquarieTotal loan book under moratorium for banks and large NBFCs has come down as some customers opt out.
- Private retail banks will be compounders for next 3 years: Suresh Ganapathy, Macquarie ResearchTop private banks will have 20% earnings growth for next three years, says the Macquarie HoR, Financials
- US investors have lost confidence in ICICI Bank's Chanda Kochhar: MacquarieUS investors are not confident about an insider succeeding Kochhar.
- FY19 could be last year of worst earnings for banks: Suresh Ganapathy, MacquarieMarket value attributed to ICICI’s core banking biz is one-time price to book, says Ganapathy.
- Experts cautious over rally in PSU bank sharesAnalysts believe PSU banks will accelerate bad loan provisioning in the next few quarters leading to suppressed profitability.
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