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
BUSINESS
IRCTC Q3 FY23: Why not the right stock to ride the boom in the travel sector
The stock has corrected significantly and could offer a trading upside, although we remain convinced that IRCTC is not the right play to capture the unprecedented boom in the sector
BUSINESS
RateGain – What’s next after the recent outperformance?
RateGain has a cash-rich balance sheet to support M&A and several of its products are yet to be fully sweated, providing ample growth opportunities amid a boom in travel and tourism sector
BUSINESS
Safari Q3 FY23 — Why this stock will continue to outperform
The margin gains are more structural and the overall macro tailwinds will support Safari’s growth trip
BUSINESS
Easy Trip Q3 FY23 — Well placed to make the most of the good times
Earnings of Easy Trip Planners to grow, driven by sector growth, diversification into non-airline ticketing, foray into international geographies, and meaningful acquisitions
BUSINESS
Key takeaway from Budget 2023 – Simplicity
The focus is on higher capital expenditure and fiscal consolidation
BUSINESS
Tech Mahindra Q3 FY23: Tepid execution, cautious commentary; better to avoid
Tentative demand environment and cautious management commentary cast doubt on meaningful margin gains
BUSINESS
Can Budget 2023 lend a smile to sulking markets?
The key factor to be keenly watched is how best the government manages to stay on the fiscal consolidation path while spurring demand and boosting growth
BUSINESS
VIP Industries Q3 FY23: Why this core portfolio stock needs to be on your radar
VIP's own-manufacturing strategy is positive for margins and the stock valuation is at a discount to the consumer universe
BUSINESS
Why this old private sector bank can re-rate further
With a granular deposit base and robust growth in advances, Karur Vysya Bank’s earnings trajectory is set to gain further traction
