Acumen : Confidence over Capital - Indian Banks fare better By Ashish Gupta, Axis AMC
Below the Note On Confidence over Capital by CIO Ashish Gupta, Axis AMC
The month of March 2023 has brought back fears of a new global financial crisis. Unlike 2008, where the GFC was caused by a collapse in asset values, the crisis of 2023 is one of a lack of confidence in select pockets of the global banking sector.
Amidst all the noise, our new CIO Ashish Gupta offers a unique insight into why Indian Banks are better positioned to handle any crisis of confidence. The attached note is a detailed analysis of the Indian banking sector and also looks at our portfolio holdings in this space.
The piece dovetails well into how the Quality philosophy at Axis MF is better suited to help investors navigate tricky situations, such as these, in avoiding critical investing mistakes.
To Read Complete Report & Disclaimer Click Here
Above views are of the author and not of the website kindly read disclaimer
