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...
28 Apr, 2026, 05.40 AM IST
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...
10 Mar, 2026, 12.57 AM IST
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...
17 Mar, 2025, 01.58 PM IST
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...
25 Sep, 2024, 11.54 AM IST
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...
25 Sep, 2024, 11.11 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
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...
17 Mar, 2022, 11.53 AM IST
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.
17 Mar, 2022, 10.36 AM IST
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...
03 Sep, 2021, 11.00 AM IST
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...
02 Apr, 2021, 06.32 AM IST
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,...
08 Dec, 2020, 08.07 PM IST
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...
08 Dec, 2020, 07.44 AM IST
Total moratorium book sliding downwards: MacquarieTotal loan book under moratorium for banks and large NBFCs has come down as some customers opt out.
19 Jun, 2020, 10.10 PM IST
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
19 Feb, 2019, 01.00 PM IST
US investors have lost confidence in ICICI Bank's Chanda Kochhar: MacquarieUS investors are not confident about an insider succeeding Kochhar.
20 Jun, 2018, 01.00 PM IST
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.
24 Apr, 2018, 10.06 AM IST
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.
13 Jul, 2016, 06.55 PM IST