BUSINESS
Life insurance stocks find D-St favour as regulatory clouds clear, traditional policies gain traction
Brokerages have turned increasingly bullish on life insurance stocks over the past year, with all four major players - SBI Life, HDFC Life, LIC, and ICICI Prudential seeing more buy recommendations in a year
BUSINESS
HDFC Life sees weakening early policy renewals, long-term retention grows
HDFC Life reported mixed retention metrics in Q1FY26, with its 13th month persistency slipping to 82.7 percent due to a lower share of large-ticket policies after tax changes
BUSINESS
HDFC Life starts FY26 on a stable footing, eyes stronger second half
HDFC Life delivered a stable performance in Q1FY26 with double-digit APE and VNB growth. While margins improved modestly, the management remains cautious on near-term growth due to macro pressures but expects a stronger second half of the fiscal
BUSINESS
Axis Bank Q1 Preview: NII, profit to grow in low single-digits as loan growth slows, margins shrink
Axis Bank is likely to report a muted performance for the January–March quarter, as slow loan growth, shrinking margins, and rising slippages weigh on earnings.
BUSINESS
HDFC Life Q1 Preview: Double-digit APE growth likely, margins to expand as product mix shifts
HDFC Life is expected to report robust double-digit growth in both annual premium equivalent and value of new business in Q1FY26, with strong premium momentum, improved margins, and receding regulatory concerns providing a supportive backdrop.
BUSINESS
India's low-inflation story at risk if crude prices see sustained rise: Kranthi Bathini of WealthMills Securities
From the risk of surging crude prices to rising Middle East worries, Bathini lays out how global tensions could shape inflation, policy moves, and investor strategy in the weeks ahead
BUSINESS
MC Market Poll: RBI's pro-growth policy boosts Street morale; experts see Nifty closing CY25 between 25,000 and 27,000
With valuations seen as reasonable and sentiment improving, the market outlook remains broadly positive
BUSINESS
Cheers! Liquor stocks like United Spirits, Radico Khaitan can still pack a punch in FY26 after a strong Q4
Liquor stocks: Strong Q4 reinforces sector's structural uptrend, though competition from UK imports could test pricing power
BUSINESS
Can early monsoons storm the markets or just the drizzle?
With the southwest monsoon arriving over a week early—the earliest in 16 years—markets are weighing its potential to boost rural demand and consumption-led sectors
BUSINESS
IndusInd Bank: Buy or sell? Valuation at historic low, but analysts still wary of fresh buys
Downgrades pile up, yet most brokerages remain cautious despite deep-value appeal
BUSINESS
IndusInd Bank in final stages of CEO selection, to propose new name to RBI by June 30
After the exit of its CEO and deputy CEO following financial irregularities, IndusInd Bank says it is in the advanced stages of appointing new leadership
BUSINESS
Q4FY25 loss reflects full impact of accounting irregularities, says IndusInd Bank
IndusInd Bank said it has fully absorbed the financial impact in the fourth quarter and aims to begin FY26 with a clean slate
BUSINESS
IndusInd Bank Q4 Preview: Accounting lapses, derivatives discrepancies to tip lender into losses
IndusInd Bank’s upcoming quarterly results are clouded by mounting concerns over accounting discrepancies, leadership exits, and a likely swing into the red
BUSINESS
"Waiting”: Powell drops the W-Word 25 times as Fed hits pause again
The Fed’s current stance reflects deep uncertainty about the economic fallout from the ongoing tariff war, especially between the US and China, as officials of both countries are set to meet in Switzerland on May 8.
BUSINESS
No panic on Dalal Street: Why markets aren't spooked by India-Pakistan tensions
India-Pakistan Tensions: Despite India’s retaliatory strikes, markets remain steady as experts view the situation as contained and largely priced in
BUSINESS
SBI Q4 Preview: Profit may fall in double-digits amid lower treasury income, margins to narrow
SBI’s NII is likely to grow modestly by 5.3 percent YoY to Rs 43,872 crore in Q4FY25
BUSINESS
Kotak Mahindra Bank Q4 Preview: NII, profit set to grow in low single-digit; margin pressure likely
Kotak Bank’s NII is likely to grow by 7 percent YoY to Rs 7,313 crore, compared to Rs 6,909 crore in Q4FY25
BUSINESS
Bajaj Finance Q4 Preview: NII, profit likely to rise in double-digits led by strong loan growth
Bajaj Finance’s NII is expected to stand at Rs 9,660 crore in Q4FY25, reflecting a 20 percent YoY increase from Rs 8,013 crore in Q4FY24
INDIA
Pahalgam fallout: History shows India's stock market has recovered swiftly after Indo-Pak conflicts
Following India's air strikes on terrorist camps in Balakot in 2019, Sensex and Nifty initially fell but bounced back the following day. The key uncertainty this time revolves around the extent of India's military response, and many HNIs have turned cautious in anticipation.
BUSINESS
Axis Bank eyes stable deposit growth in FY26, hinges on liquidity support
Axis Bank’s total deposits grew by 10 percent year-on-year, while its advances rose 8 percent YoY in Q4FY25
BUSINESS
SBI Life eyes stable margins in FY26 as it shifts focus to traditional products from market-linked plans
SBI Life expects margins to remain steady in the range of 27–28 percent, as it shifts more focus towards traditional insurance products
BUSINESS
SBI Life eyes 13-14% growth in individual premiums for FY26, outpacing industry estimates
SBI Life saw a modest 0.3 percent year-on-year (YoY) increase in net profit, reaching Rs 813 crore in Q4
BUSINESS
SBI Life eyes 13-14% growth in individual premiums for FY26, outpacing industry estimates
SBI Life saw a modest 0.3 percent year-on-year (YoY) increase in net profit, reaching Rs 813 crore in Q4
BUSINESS
Shriram Finance Q4 Preview: Double-digit profit growth likely amid strong loan growth
Shriram Finance’s NII is projected to increase by 14.3 percent YoY to Rs 5,815 crore in Q4FY25, up from Rs 5,087 crore in the year ago period
