TRENDS
RateGain – Will this SAAS player continue to outperform?
Sectoral tailwinds are strong and the company’s operating leverage benefit should result in a meaningful earnings traction
BUSINESS
Why this small niche NBFC deserves a place in the portfolio
The company’s asset quality is pristine, while its liability management is robust with a very healthy capital position and access to diversified funding sources
BUSINESS
Why this old private bank’s undemanding valuation deserves a look?
The bank expects an expansion in the RoA, riding on growth, traction in fees, and benign credit cost
BUSINESS
Kotak Mahindra Bank – Why we are turning equal-weight after a very strong quarter
Rich valuation, succession issue and recent outperformance are reasons why the stock might not rally at a scorching pace
BUSINESS
Tech Mahindra Q4 FY23 – Why you should accumulate amid the gloom
Deal pipeline strong, enough levers for margin improvement
BUSINESS
Wipro Q4 FY23 – A subdued quarter somewhat saved by a large buyback
Higher bookings not translating into revenue growth is a puzzle; execution needs to pick up for Wipro
BUSINESS
Axis Bank Q4 FY23 – decent show masked by Citi acquisition cost
A profitable earnings trajectory can lead to the rerating of Axis Bank's stock
BUSINESS
AU SFB – An all-round strong show
The growth in loan book for AU Small Finance Bank is strong, margins are stable, and asset quality is pristine
BUSINESS
Should you bank on IndusInd Bank’s next 3-year planning cycle?
The earnings trajectory for IndusInd Bank in the coming two years is strong and the valuation is extremely undemanding
BUSINESS
Yes Bank: A no despite likely earnings traction
Business growth of Yes Bank and margin performance will take long to catch up with peers; costs will also remain elevated
BUSINESS
HCL Tech Q4 FY23 – Navigated the troubled macro well
For HCL Tech, decent deal win, steady hiring, and realistic guidance marked the quarter
BUSINESS
Can Manappuram Finance shine even in face of headwinds?
The makeover will turn the erstwhile pure gold financier into a riskier business model
BUSINESS
Infosys Q4 FY23 – What’s the right level to bottom-fish after a complete washout?
A correction of over 12 percent from the current level can be a good entry point for long-term gains
BUSINESS
TCS Q4FY23: Does the growth weakness throw up an opportunity?
Since the structural growth drivers are intact, a stable global macro can trigger a swift demand revival
BUSINESS
Why is yellow metal’s glitter not rubbing off on this gold-financing NBFC major?
Given the competitive intensity, a meaningful bounce-back in loan growth looks unlikely; any effort to recoup growth will come at the cost of margin
BUSINESS
Is the fight for deposits yielding results for banks?
In this market, raising resources at competitive rates and managing interest margin will be a key differentiator
BUSINESS
Why this high-quality midcap deserves a look
With the economy gaining momentum and supply challenges abating, Control Print is poised for strong growth
TRENDS
TCS management change: A surprise move, but not a setback
As deal wins gain ground, the IT major from the Tata stable is well placed to gain from this ongoing trend
BUSINESS
Why we see Persistent Systems emerging as a winner
Consistent performance and right capabilities should help this mid-cap IT company tackle the ongoing macro challenge
BUSINESS
Is it time to lock in the high yields?
With the up-cycle in interest rates likely to plateau going forward, it is better for risk-averse investors to look at target maturity bond funds that allow predictability of returns as equities can remain volatile
BUSINESS
Axis’ buy of Citi’s consumer business has minimum negative surprise
Deal gives Axis access to super affluent clients of Citi as also the scope to cut cost and derive synergy benefits
BUSINESS
Mas Financial – Current market correction a window to add this high-quality name
There are multiple factors that make Mas Financial’s business an interesting proposition despite intense competition
BUSINESS
IT sector can shield you from domestic headwinds. An upgrade in the pipeline?
Selective exposure to IT stocks could be a good bet at a time the overall domestic outlook does not look encouraging
BUSINESS
Why Coforge is a quality IT name to add
Coforge’s earnings story is strong and, time and again, it has shown its ability to carefully navigate challenges
