BUSINESS
Axis Bank Q3 FY23 – Can it close the valuation gap with private peers?
Earnings growth trajectory likely to remain strong for Axis Bank, aided by improving macro and rapid market share gains
BUSINESS
Kotak Mahindra Bank Q3 FY23 – Why the below-par show should reverse
The growth trajectory of Kotak Mahindra Bank looks decent on the back of a comfortable capital position, right asset mix, strong margin, and market share gains
BUSINESS
Why an emphatic 'no' to Yes Bank?
The task of expanding the RoA for Yes Bank will be arduous because of subdued growth, modest margin, and sticky costs
BUSINESS
AU SFB: Can the underperformance reverse?
Growth is unlikely to slacken at AU as long as the macro remains positive and the valuation looks relatively attractive
BUSINESS
IndusInd Bank Q3 — Steady quarter with great earnings outlook
Growth, along with with steady margin, stable cost matrix, and benign credit cost should support further expansion in the RoA for IndusInd Bank
BUSINESS
Will the Indian markets rally, post Budget 2023?
Market valuation in absolute sense is not too expensive compared to past budget periods
BUSINESS
Federal Bank Q3 FY23: Picture-perfect earnings, more re-rating awaited
With most parameters looking solid, the expansion in the RoA should continue for Federal Bank
TRENDS
Better be cautious on Wipro after Q3 FY23
The disconnect between order flows and execution is baffling; one should wait for performance to catch up before turning constructive
TRENDS
HCL Tech Q3 FY23 – All-round strong show
HCL Tech remains positive on tech spends of clients and their compulsion to continue with digital transformation and cloud adoption
BUSINESS
Infosys Q3 FY23 – Should you buy the growth leader in large cap?
Investors should judiciously capitalise on market correction to go long on Infosys
BUSINESS
More gain in store for the RateGain stock?
The acquisition of Adara a big plus for RateGain, but investors should look for a better entry point, given the current gyration in technology stocks
BUSINESS
TCS – What should investors do after a decent Q3?
The next financial year is likely to be softer though the medium- to long-term outlook for the company remains positive
BUSINESS
Is feeble deposit growth a thing of the past?
Though lower than the credit growth, deposits have picked up in recent times; key factor to monitor is the effect of the revision in deposit rates on bank margins
BUSINESS
Why there's enough room for this small finance bank to rerate further
Management continuity, robust liability profile, and a de-risked asset book position Equitas SFB ideally for the economic upturn
BUSINESS
Is there a correct level to start logging into IT stocks?
Long-term investors could look to add some strong technology companies at a price correction
BUSINESS
Happiest Minds – Why a steeper correction is possible
The valuation is still heady in comparison to global peers and there is room for further correction in the stock
BUSINESS
Is it time to look at Persistent Systems?
Strong revenue traction, improving margin, steady order flows, and waning supply-side concerns put it in a vantage position
BUSINESS
Nifty cruising new highs – Time for reversal or year-end celebrations?
A time-tested market barometer — the gap between earnings and bond yields — suggests that there is still potential upside for markets
BUSINESS
Why any bad day in the market is good to add Coforge
Multiple growth levers at play, brightening the prospects for Coforge
BUSINESS
Karur Vysya Bank: Why there is upside in spite of the huge run-up
Business growth, stability in margin, improvement in cost-to-income ratio, and lower credit cost to support earnings
BUSINESS
Nifty at record highs – Time to stay put or take the gains?
India is a fundamentally strong long-term growth story. Therefore, every opportunity should be used to buy on decline and not sell on rally
BUSINESS
AU SFB – A great long-term bet despite the stock’s lacklustre show
Given the bank’s hunger for growth with quality, earnings growth is likely to be steady in the next five years
BUSINESS
RateGain Travel Technologies: Why this SaaS player looks interesting amid market weakness
For RateGain, sectoral tailwinds are strong and the company is geared to maximise this opportunity with its own suite of products and possible addition through the inorganic route
BUSINESS
Safari – What after the huge outperformance?
The consistent financial performance and strong sector tailwinds make Safari a very interesting bet for the long term
