BUSINESS
Short Call | Is the smallcap, midcap correction just the beginning? Tata Motors, Bajaj Finance in focus
“Anticipate the anticipation of trouble” – Barton Biggs, Wealth, War and Wisdom
BUSINESS
Budget 2025: Affordable housing segment hopes government will hike tax deduction limits, house value cap
Analysts believe the 2025 Union Budget could introduce enhancements to PMAY-HFA to ensure affordable urban housing
BUSINESS
Budget 2025: Finance Minister needs to balance growth, fiscal discipline for RBI to cut rates
Market experts are of the view that if the Finance Minister announces growth-oriented measures in the budget, it would create the right conditions for a 25-50 bps rate cut in the RBI's February meeting
BUSINESS
Budget 2025: Gold jewellery stocks await tax relief, import duty cuts to spark growth
In this year’s budget as well, industry players and analysts are expecting policies aimed at reducing the tax burden, enhancing formalisation in the sector, and streamlining GST compliance
BUSINESS
IndusInd Bank Q3 Preview: Profit may see sharp 39% YoY fall amid rising slippages, margin squeeze
IndusInd Bank is likely to register 38.6 percent YoY slump in net profit, bringing it down to Rs 1,411 crore in Q3FY25
BUSINESS
Union Budget 2025: Middle-class tax relief, urban growth measures hold key for FMCG stocks
FMCG sector awaits measures from the Finance Minister aimed at stimulating demand and spuring consumption growth
BUSINESS
Union Budget 2025: Investors eye GST cuts, regulatory clarity to revive insurance stocks
Investors are eyeing clarity on key issues such as GST rate changes for retail and health insurance, amendments to the Insurance Act
BUSINESS
Union Budget 2025: Will tax reforms, capex surge lift banking stocks?
Banking sector is eagerly awaiting measures in the 2025 Union Budget to stimulate credit expansion and improve liquidity, fostering future growth
BUSINESS
ICICI Bank clocks another steady quarter, expects stable unsecured retail portfolio ahead
ICICI Bank further assured that concerns regarding overall asset quality would not impede future growth
BUSINESS
ICICI Bank Q3 Preview: Double-digit profit growth seen amid stable asset-quality
According to Moneycontrol's poll of 8 brokerages, ICICI Bank's NII is expected to rise 10 percent YoY to Rs 20,618 crore in Q3FY25
BUSINESS
IPO-bound HDB Financial Services Q3 profit hit by rising stage-3 assets, provisions
HDB Financial Services gross Stage 3 asset ratio increased by approximately five basis points compared to the previous quarter
BUSINESS
HDFC Bank aims to further reduce credit-to-deposit ratio next 2-3 years, eyes faster growth by FY27
HDFC Bank's net interest margin was unchanged year-on-year at 4.3 percent in Q3 FY25
BUSINESS
FIIs exit meet DIIs conviction past 3 months: Who will blink first?
Kotak analysts warn that this prolonged tug-of-war between FIIs and DIIs could potentially strain the balance of payments, erode forex reserves
BUSINESS
Short call | Trump's tariff tantrums can dial up inflation woes overseas; Dixon Tech, Apollo Hospitals in focus
Risk comes from not knowing what you are doing - Warren Buffett
BUSINESS
China can face 60% phased tariff hikes under Trump 2.0, say Nomura analysts
The tariff hikes on Chinese goods are likely to be implemented in three phases over the course of the year, say Nomura analysts
BUSINESS
Budget 2025: Catalyst or temporary relief for India Inc earnings slowdown woes?
Analysts believe the 2025 Union Budget could offer a much-needed short-term boost to market sentiment
BUSINESS
HDFC Bank Q3 preview: Weak loan growth to weigh on profit, flat margins likely
HDFC Bank's net profit is estimated at Rs 16,650 crore in Q3FY25
BUSINESS
Tapering slippages in personal loans, credit cards offset micro-finance stress in Q3: Kotak Mahindra Bank
Kotak Mahindra Bank attributed the sequential improvement in asset quality to tapering slippages in personal loans and stabilisation in credit card delinquencies
BUSINESS
RBI embargo hit credit card, unsecured business in Q3FY25, says Kotak Mahindra Bank
Kotak Mahindra Bank's credit card volumes contracted by 2 percent quarter-on-quarter in Q3FY25
BUSINESS
Axis Bank sees tight deposit, credit growth until FY26 amid tough macro environment
For Q3FY25, Axis Bank reported a 9 percent YoY growth in deposit and credit
BUSINESS
Kotak Bank Q3 Preview: Double-digit profit growth likely; margin pressure risks loom
Kotak’s Q3FY25 profit is estimated at Rs 3,368 crore in Q3FY25, while NII is expected to reach Rs 7,186 crore
BUSINESS
Short Call | Emerging markets reeling as Trump's return spark inflation fears; BSE, Axis Bank in focus
“In the short run, the market is a voting machine. In the long run, it is a weighing machine” - Benjamin Graham
BUSINESS
HDFC Life plans to expand distribution channel to address bancassurance mis-selling concerns
Mis-selling occurs when financial products such as insurance policies, mutual funds, or loans are sold without proper disclosure of terms or suitability
BUSINESS
HDFC Life sees QoQ margin expansion in Q3 led by improved product margins, persistency
HDFC Life reported a value of new business (VNB) margin of 25.1 percent for the nine months ending December 31
