Watching Axis Bank’s Q2 performance, I’m struck by how the market chose to focus not on the headline drop in profits (~26 % YoY) but rather on resilience beneath the surface . In sectors like banking, the narrative often shifts: if a bank can maintain margins, control slippages, and grow deposits amid macro stress, investors tend to reward them. That seems to be exactly what’s happening with Axis. The ~7 basis point compression in NIM—far less than feared—signals defensive pr

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