BUSINESS
Tech Mahindra – Wait for the storm to pass
We would recommend adding Tech Mahindra for the long-term but only in the event of deeper cuts in the market.
BUSINESS
A new normal post lockdown has implications for investors
In the medium to long run, a near virtual workplace will throw up many losers and few winners and once the dust settles post the turmoil, technology will play an even more important role in shaping the world’s future.
BUSINESS
Infosys – Near term clouded, but brighter light at the end of the tunnel
There is little doubt that Infosys will emerge as a strong long-term survivor post a couple of quarters of tumult.
BUSINESS
Liquidity support is welcome, but can banks be forced to take credit risk?
The government knows too well what needs to be done to encourage banks to lend. It now remains to be seen how quickly it acts on the same.
BUSINESS
TCS – The long run winner post COVID-19
Investors should use market correction to gradually accumulate the stock
BUSINESS
Wipro – Near-term challenges galore, valuation doesn’t factor in the worst
Given the past track record and impending challenges, we do not feel the stock has corrected enough to become a no-brainer value buy.
BUSINESS
COVID-19 | The maximum stimulus with the minimum fiscal damage
BUSINESS
Diamonds in the Dust: Axis Bank to weather COVID-19 storm barring some temporary bruising
We would recommend adding Axis Bank gradually amid deep cuts in the market
BUSINESS
COVID-19: How investors can put the market’s deep correction and the occasional bear market rally to good use
Investors should get out of weak positions taking advantage of a bear market rally and redeploy the cash in strong businesses that are likely to survive and grow once normalcy returns.
BUSINESS
What does RBI’s timely COVID-19 intervention mean for banks?
While bottom fishing financial stocks is sensible, be selective.
BUSINESS
The Centre’s fiscal package: Good intentions are not enough
BUSINESS
Tech Mahindra – An outperformer, but can it continue to lead?
BUSINESS
NIIT Technologies: Quality hard to ignore, but is the price justified?
While the superior execution should command a premium, the run-up in the stock leaves little valuation comfort. We advise investors to wait for any weakness to gradually buy the stock.
BUSINESS
Control Print: Q3FY20 was a soft quarter. Time to buy more or get out?
Given the healthy long-term prospects of the business and the attractive valuation, investors should capitalise on this weak phase to build a position for the long term
BUSINESS
Ideas for Profit | Axis Bank: Slippages take away sheen
BUSINESS
Federal Bank – Navigating troubled waters well
We recommend investors to gradually build position in the stock, which is likely to be one of the quality survivors in the banking sector crisis.
BUSINESS
Kotak Mahindra Bank – Challenging environment; tread with caution
BUSINESS
TCS Q3 – Weakness in key verticals but strong medium-term outlook
BUSINESS
L&T Infotech – Firing on all cylinders
We see LTI as a success story in the dynamic area of technology. Investors should therefore use any market weakness to buy into the stock.
BUSINESS
IndusInd Bank – Asset quality hiccup in an otherwise decent quarter
BUSINESS
Shriram Transport Finance: To buy or wait?
It has carved out a niche for itself in the used vehicle market and the large share of the unorganised sector still provides enough headroom for growth despite its relatively large size.
BUSINESS
Titan Q3 FY20 preview - Jewellery beats the slowdown chill
We would use stock market weakness for accumulating Titan for the long term
BUSINESS
A pharma micro-cap with a sound business and reasonable valuations
We draw comfort from the relatively insulated business model and its undemanding valuation
BUSINESS
Gold financing – What next post the strong show?
