BUSINESS
Why Sandeep Bakhshi's exit from ICICI Bank may knock-off the Street
ICICI Bank's four-fold jump in stock price since 2018 reflects investors' faith in the private lender ever since Sandeep Bakhshi donned the heavy hat from Chandra Kochhar
BUSINESS
Another steady quarter for ICICI Bank; brokerages bullish on strong deposit growth, asset quality
Brokerages believe that the bank is poised for re-rating ahead, given its strong deposit growth, healthy asset quality, and attractive valuations.
BUSINESS
Bajaj Finserv Q4 preview: Revenue may grow up to 25% YoY, led by lending business
Bajaj Finserv is likely to register revenue growth of Rs 29,604 crore in Q4FY24, while profit is expected to rise up to Rs 2,357 in Q4FY24
BUSINESS
Axis Bank top Nifty gainer as Q4 results impress Street; brokerages remain bullish
Axis Bank reported a net profit of Rs 7,129 crore against a loss of Rs 5,728 crore in the year-ago period. Net interest income grew by 11 percent to Rs 13,089 crore
BUSINESS
Healthy loan growth likely to aid IndusInd Bank's income, profit in Q4: Analysts
IndusInd Bank's net profit is likely to stand at Rs 2,261 crore in Q4FY24, while NII is expected at Rs 5,496 crore
BUSINESS
Bajaj Finance Q4 preview: Strong AUM growth to drive income, profit but cost of funds to dent margins
Bajaj Finance's net profit is likely to rise 22 percent YoY to Rs 3,836 crore in Q4FY24, while net interest income might climb by 40 percent YoY to Rs 8,764 crore
BUSINESS
Consumer durable stocks to heat up D-Street as summer season picks pace: Analysts
YES Securities analysts foresee Whirlpool India, Symphony, Havells India, and Amber Enterprises to potentially surge by up to 11 percent in the near term
BUSINESS
HDFC Bank ticks all the right boxes in Q4; margin, deposit growth to drive re-rating: Analysts
HDFC Bank has largely ticked all the right boxes in Q4, delivering better-than-expected deposit growth, positively surprising on margins, and seeing a rebound in its liquidity coverage ratio.
BUSINESS
Bajaj Auto's stellar Q4 earnings impress Street, but rich valuations may limit stock rally
While brokerages gave a thumbs up to the two-wheeler's stellar Q4 report card, they remain cautious on the exports and expect the stock rally to wither as most positives are priced in
BUSINESS
ICICI Lombard's premium growth, combined ratio key positives, but stock rally may end soon
Although the private life insurer achieved healthy premium growth for the fiscal year 2023-24, brokerages collectively anticipate a slowdown in growth beginning FY25
BUSINESS
HDFC Life Q4 preview: Term policies to drive premium growth but competition to weigh on profit, margin
HDFC Life's profit after tax is estimated to grow 22.5 percent from the year-ago period, while gross premium income is pegged to gain 6.5 percent
BUSINESS
Bears tighten grip on markets amid Israel-Iran tussle, but escalation priced in: Analysts
Analysts believe that the war woes are mostly priced-in and investors will now take cues from corporate earnings season, 2024 general elections for further direction
BUSINESS
Sensex, Nifty slip on rising bond yields; analysts suggest to bet on high-quality largecaps
Though rising bond yields could have some impact on foreign flows, analysts remain bullish on Indian markets' construct, saying that it is mainly being driven by domestic liquidity
BUSINESS
Bull run continues! Sensex goes past 75,000 for the first time, Nifty above 22,750
Market experts expect the Nifty to achieve new life-time highs in the coming days as well, as the bullish undertone remains intact
BUSINESS
Mid-day Mood | Markets cautious as RBI in no hurry to trim rates; realty stocks lead
The market is concerned about a potential delay in the rate cut and it may remain range-bound in the near term, analysts say
BUSINESS
Sensex, Nifty marginally down after RBI holds repo rate steady; rate-sensitive stocks mixed
RBI MPC Meet: Among rate-sensitive stocks, realty was the top performer, while automobiles slipped
BUSINESS
Small-caps win FY24 fair and square. Who will ace the next round
Market experts expect the strong trend exhibited by mid- and small-cap indices to reverse going into FY25 as concerns of 'frothy' valuations by Sebi and mutual funds' stress test results cast a shadow
BUSINESS
Insurance stocks gain on IRDAI's surrender value rollback; brokerages turn positive
Status quo on surrender values by the insurance regulator is a big relief for life insurers, says brokerages, which expect these firms to maintain profitability
BUSINESS
Smallcap funds post up to 64% 1-year returns despite recent correction; segment continues to be frothy: Experts
Analysts caution that this downturn may not have reached its bottom yet and advise investors to remain cautious as the margin of safety diminishes
BUSINESS
Dalal Street Week Ahead | Fed meet, Japan, England policy rates, macro data points to keep D-St volatile next week
Market participants will watch out for foreign flows this week following Sebi's approval of a raft of relaxations for foreign portfolio investors, alternative investment funds, and entities seeking to raise funds through initial share sales
BUSINESS
Sensex, Nifty dip as MF test results stress market; fall far from over, warn analysts
The selloff will intensify if the Nifty slips below 21,750. Volatility likely to be high during the month, say analysts
BUSINESS
India’s capex cycle mirrors 2003-2007 boom period, only better this time: Morgan Stanley
India's investment as a percentage of GDP can reach 36 percent by 2027 driven by public capex, rising exports, and stable economy, said analysts at Morgan Stanley
BUSINESS
Sensex, Nifty gain amid broad-based buying, analysts advise avoiding aggressive bets
Analysts expect the Nifty to consolidate in 22,400-21,800 range, supported by largecaps
BUSINESS
Sensex, Nifty tumble up to 1.5% amid broad-based selloff; correction likely to intensify
Though analysts attributed this correction as healthy, they expect the pain to stay in the near-term
