BUSINESS
Can the recast in top management rerate Wipro?
As the macro situation in the US improves, the stock could see a narrowing of the valuation gap if the new CEO can stabilise the rocking boat.
BUSINESS
When will India see the much-awaited rate action in 2024?
The timing will depend on the Fed action along with the Lok Sabha election results and the monsoon performance
TRENDS
VIP Industries: Has the recent rally capped the upside?
With a new management in place, the company is gearing up to regain market share riding on the strong demand for luggage
BUSINESS
What kind of returns should investors expect from Indian equities in FY25?
The key events that will shape the market trend are the outcomes of the Indian and the US elections, along with the stance of global central banks
BUSINESS
Karur Vysya Bank — Is more juice left in the rally?
Deposits to dictate loan growth, going forward
TRENDS
Zensar– Why it deserves long-term attention from investors now
With decent progress on order inflows, the company’s revenue trajectory is set to look up
TRENDS
Accenture disappoints – Are Indian IT players better-off?
Higher FII inflow, along with a better demand outlook for IT services, may set the stage for brighter days for the sector in the second half of FY25
TRENDS
Coforge: Why the stock consolidation presents a long-term opportunity
Growth is strong amid challenges, order inflows are robust, and margin is rising
BUSINESS
Equitas Small Finance Bank – Is there an opportunity in the underperformance?
The stock price will be driven by the twin engines of earnings and possible valuation rerating
BUSINESS
Fedbank Financial – Why the time has come to look at this stock
Valuation turning attractive for a decent RoA
BUSINESS
Ujjivan SFB: Why the recent underperformance calls for attention
Valuation looks attractive in the context of high RoA
BUSINESS
Esaf Small Finance Bank – Is it an opportunity as the stock price gets back to the IPO level?
Because of the predominance of microfinance, asset quality has worsened
BUSINESS
Control Print: Why it's a portfolio stock for the long term
With economic recovery gathering momentum, top line would gain traction and margins should be stable
BUSINESS
Manappuram Finance: Who should own this stock?
Proposed microfinance IPO and reasonable valuation could be a big draw for risk-takers
BUSINESS
Muthoot Finance – Why it will remain a modest performer with little fireworks
Margin gain unlikely in principal gold loan business and non-gold businesses will entail higher credit cost
TRENDS
VIP Industries: Can it be trusted in your investing journey?
The management’s revival strategy and strong macro make the stock worth carrying for long-term investors
BUSINESS
Juniper Hotels IPO: Should you subscribe to the luxury hospitality company?
Mixed sentiments around Juniper Hotel’s IPO and expansion prospects
BUSINESS
Safari – Why this suitcase ought to be carried during the investing journey
The luggage maker is expanding capacity and foraying into premium products to cash in on the travel boom
TRENDS
IRCTC Q3 FY24 – Valuation running faster than the train
With limited growth opportunity in high-margin internet ticketing, we see modest earnings growth ahead
TRENDS
EaseMy Trip Q3 FY24 – Not easy to defend the premium valuation
The travel portal lost market share in Q3 and profitability was under pressure
BUSINESS
Capital Small Finance Bank – Is it worth putting in your capital?
While the SFB has several positive attributes, there are a few pockets of worry
TRENDS
RateGain Q3 FY24 – The strong show continues
The travel SAAS player delivers a good quarter with traction in revenue and operating margins
BUSINESS
How credible are the Interim Budget 2024 numbers?
The assumptions made in the fiscal maths are credible and the bid to cut revenue expenditure is welcome
BUSINESS
Tourism takes focus in Modi's Budget, positive for hospitality, allied sectors
The government’s move to develop tourism is positive for tourism-related industries such as hotels and luggage companies
