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
BUSINESS
Analyst Call Tracker: Street turns cautious on life insurers; HDFC Life, SBI Life face most downgrades
Analysts cite a range of challenges, including new surrender regulations, a weakening banca channel, and increasing competition
BUSINESS
Axis Bank Q3 Preview: Modest credit growth to cap NII gains; stable margins likely
Axis Bank's NII will likely reach Rs 13,794 crore in Q3FY25 while net profit is expected to rise to Rs 6,416 crore
BUSINESS
HDFC Life Q3 Preview: Double-digit APE growth likely, margins to contract amid regulatory changes
HDFC Life's APE is expected to rise to Rs 3,626 crore for the quarter ended December 2024, while VNB is likely to grow to Rs 908 crore
BUSINESS
Short call | All eyes on Q3 results, IT gears up for mixed quarter; Dabur, Jubilant Food in focus
"Key of successful investing is to focus on companies, not stocks" - Peter Lynch
BUSINESS
Short call | Markets set for a slow start in 2025 amid global uncertainty; M&M, Paytm in focus
"The mantra is patience, patience and more patience" - Peter Cundill
BUSINESS
Top 25 stocks to bet on in 2025
From DLF to Bharti Airtel, Moneycontrol brings you a list of top stocks to bet in 2025
BUSINESS
Trent, M&M steal spotlight as top Nifty gainers in 2024; IndusInd Bank, Asian Paints lead the laggards pack
Amid a roller coaster 2024, here are the top Nifty gainers and losers, and what made them top the list
BUSINESS
Short call | How M&As are reshaping India's cement sector; IndiGo, Niva Bupa in focus
"How does one make money? Spinoffs, liquidations, M&As" - Mario Gabelli
BUSINESS
Short call | Are Trump's tariff threats and sliding rupee a double blow for Indian markets? Godrej Properties, Bajaj Auto in focus
"There is no alternative to US dollar as reserve currency" - Warren Buffett
BUSINESS
LIC’s potential acquisition of ManipalCigna could shake-up the health insurance sector: Analysts
While LIC surged over 2 percent following the media report, Star Health and Niva Bupa declined up to a percent on November 28
BUSINESS
Short call | FIIs' love affair with India is far from rekindled; Ola, Prestige Estates in focus
"The four most dangerous words in investing are: This time it’s different” – Sir John Templeton
BUSINESS
No meaningful rally likely until India Inc's growth picks pace, say market experts
In order for a meaningful bull run to resume, India Inc's earnings growth needs to make a comeback or investors should reset their high expectations from corporate India, said market experts
BUSINESS
Infra may be back after Maha win, but railways and defence stocks will remain out of favour despite steep correction
Valuation of stocks in these sectors remain at elevated levels, raising questions about their sustainability
