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总结
多家媒体援引机构与行业数据称，印度银行业在经历上半年相对疲弱后，预计在截至12月的第三财季利润表现将转强。季度内贷款/信贷增速回升，大型银行信贷增长快于存款，资金端压力与资产负债匹配受到关注。报道还提到私营银行CASA（活期与储蓄存款）占比普遍下滑，而国有银行（PSU/PSB）在信贷与存款增长上继续跑赢部分私营同业。在此背景下，券商给出10只银行股的买入建议，市场关注财报兑现与估值修复空间。
正文
Indian banks seen churning stronger Q3 profits after a weak first half. Brokers pick 10 stocks to buy The Economic Times Loan growth picks up at Indian banks in December quarter Reuters Credit growth outpaces deposits for large banks Times of India All pvt banks see Casa books falling in Q3; PSBs continue to outshine them in credit, deposit growth The New Indian Express PSU banks perform better on loan growth in Q3 than private peers amid GST rationalisation, festive demand Moneycontrol
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