Sectoral Equity Indices & Market Analysis slide image

Sectoral Equity Indices & Market Analysis

33 3 2 5 4 Jan-21 Feb-21 Mar-21 Confidential/Restricted -1000 500 2000 5000 3500 Jan-20 Jan-20 Mar-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 8 7 Short term yields turned volatile and traded with an upward bias 6 Certificate of Deposit Yields (%) 3 Month CD (PSU) 6 Month CD (PSU) 12 Month CD (PSU) Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Source:- RBI Classification - Restricted Banking system liquidity remained in Deficit mode for most part of October 2022... 8000 6500 Net Banking System Liquidity Rs. Bn Banking system liquidity moved in the range of surplus Rs.1.17 trillion to 20 deficit Rs.983.72 bn 18 during the month. 16 14 Bank Credit Growth % (YOY) Bank Deposit Growth % (YOY) As on 21 Oct 2022 Banks' credit growth stood at 17.9% YoY whereas Deposit growth was at9.6% YoY Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Source:- Bloomberg Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Aug-22 Sep-22 Per cent Oct-22 6.9 6.4- 5.9- 5.4- 4.9- 4.4- 3.9- 3.4 2.9 18-May-21 06-Jun-21- 25-Jun-21- 14-Jul-21 02-Aug-21- 21-Aug-21- 09-Sep-21- 28-Sep-21- 17-Oct-21- 05-Nov-21- Tri-party repo 3-month T-bill 3-month CP (NBFC) 64 12 10 8 ° 00 Jan-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 24-Nov-21- 13-Dec-21- 01-Jan-22- 20-Jan-22- 08-Feb-22- 27-Feb-22- Aug-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 source:- Bloomberg b: Money Market Rates HDFC BANK RESEARCH Classification - Restricted HDFC BANK We understand your world 18-Mar-22- 06-Apr-22- 25-Apr-22- 14-May-22- 02-Jun-22- 21-Jun-22- 10-Jul-22- 29-Jul-22- 17-Aug-22- 05-Sep-22- 24-Sep-22- 13-Oct-22- Market repo 3-month CD Source:- RBI Apr-22 Jun-22 Jul-22 Aug-22 Sep-22 Oct-22
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