BUSINESS
Rising oil prices, Middle-East mayhem could be India's inflation party pooper, warn analysts
With Brent Crude boiling hot for five straight days, experts warn that if it crosses $90 per barrel, India's inflation party might be cut short
BUSINESS
Short Call: Is the worst of yen carry unwind behind? BoJ Guv’s dilemma, no cheer for agrochem, Apollo Tyres, Page in focus
There are varying estimates of how much of the carry trades have been unwound. Is the worst behind?
BUSINESS
Analyst tracker | Shriram Finance remains analysts’ favourite on attractive valuation, tops July optimism list
The optimism on the stock is due impressive back-to-back quarterly performance, attractive valuations, historically low bad loans, and a positive growth outlook
BUSINESS
LIC mulls higher ticket size products to absorb impact of new surrender value norms
In the quarter ended June, LIC reported 9.6% rise in net profit at Rs 10,461 crore
BUSINESS
Strong Q1 for BSE, NSE, but SEBI’s proposed F&O curbs will hurt: Analysts
India's leading equity bourses reported stellar performances in the June quarter, but the road ahead could be bumpy, if proposed curbs on futures and options in the recent SEBI consultation paper are implemented, warn analysts
BUSINESS
Don't see big crash despite selective exuberance, take some profits in small caps: Devina Mehra
Mehra feels there are no significant risks to India from the global risks like the Yen carry trade, a possible US recession. Yet, the abundance of domestic liquidity can be no cover for faltering fundamentals
BUSINESS
Safe and steady: 10 Bluechips that offer reasonable value
Despite concerns about expensive valuations, a section of the market feels the correction has thrown up some buying opportunities, here's a rundown of top 10 bluechip stocks
BUSINESS
Stocks that bucked the trend yesterday and continue to show strength today
From defensive plays to those boosted by the Budget and strong earnings updates, here are the top stocks that stood out August 5 market rout
BUSINESS
Sensex, Nifty break 5-day bull run, end lower as investors chase to book profits
Analysts predict that market consolidation is likely due to high valuations, but they expect heavyweight stocks to continue the bull run
BUSINESS
Maruti Suzuki jumps 4% to record high on stellar Q1; brokerages boost targets
Brokerages have raised their target prices for the leading automaker, forecasting continued margin expansion
BUSINESS
Brokerages pump up M&M's target price on strong Q1 results, attractive valuations
JPMorgan and Morgan Stanley have both maintained 'overweight' ratings on M&M, hiking target prices to Rs 3,210 and Rs 3,304 per share, respectively
BUSINESS
M&M hits record tractor sales in Q1FY25, projects over 5% growth ahead
The management noted that favorable trade conditions and price realisations in mandis indicate a revival in the tractor industry
BUSINESS
M&M eyes mid-to-high teens growth for FY25; Thar Roxx debut in spotlight
The Indian automaker retained its leadership in the SUV segment, selling over 1.2 lakh units in the April-June quarter
BUSINESS
Short Call: Yen carry trade unwinding could be joker in the pack; NTPC, IEX, Colgate, SBI Cards, ACC in focus
“Everyone is trying to look ahead, and your bet will pay off only if it is correct and different from what others anticipate.” - Joe Tillinghast
BUSINESS
IndusInd Bank stock gains 2% on decent Q1 show, analysts find valuations attractive for re-rating
Although brokerages remain bullish on IndusInd Bank due to attractive valuations, they lowered target prices as Q1 earnings missed estimates
BUSINESS
Brokerages hail ICICI Bank strong Q1 results, forecast further re-rating
Macquarie, Morgan Stanley, and InCredit Equities were bullish on ICICI Bank as they assigned target prices of Rs 1,300, Rs 1,500, and Rs 1,450 per share, respectively
BUSINESS
ICICI Bank sees mild LCR impact from RBI's draft norms, LDR to stay stable
ICICI Bank reported a 16 percent YoY growth in domestic loans, while average deposits increased by 18 percent YoY in Q1FY25
BUSINESS
ICICI Bank Q1 preview: Loan growth to drive NII, profit; margin contraction likely
ICICI Bank's fiscal first quarter net profit is expected to grow up to 10 percent YoY to Rs 10,614 crore.
BUSINESS
IndusInd Bank eyes 18%-23% growth for FY25 led by strong loan, deposits growth
Both loans and deposits grew by 15 percent YoY in Q1FY25 for IndusInd Bank
BUSINESS
IndusInd Bank forecasts 4-6% impact from RBI's new draft LCR norms
The new RBI draft rules require banks to assign an extra 5 percent runoff rate to deposits made via internet and mobile banking.
BUSINESS
IndusInd Bank Q1 preview: NII, profit to grow in double-digits; margin pressure likely
Axis Bank's NII is pegged to rise 13.6 percent YoY to Rs 5,533 crore in Q1FY25
BUSINESS
Gold loan stocks to feel the pinch from duty cut as margin of safety shrinks: Analysts
Analysts believe that this reduction in gold duties could lead to lower gold prices, which could negatively impact gold loan companies in the near term by diminishing their financial cushion or 'margin of safety.'
BUSINESS
Axis Bank expects credit costs to go higher after Q1 asset quality declines
The management indicated that roughly 55 percent of the increase in credit costs was due to lower recoveries and upgrades in the corporate loan portfolio
BUSINESS
STCG tax hike impact on retail investors would largely be psychological: Sandeep Tandon of Quant MF
While the tax increase might affect trading volumes and liquidity in the short term, its long-term implications will depend on how investors adjust to the new tax regime, said Tandon
