BUSINESS
Can Muthoot Finance continue to shine after the recent run-up?
In the troubled macro environment Muthoot Finance remains an island of relative safety,
BUSINESS
Which banks matter to the financial system?
Big five is what matters most to the financial system
BUSINESS
Can valuation be the only draw for Shriram Transport?
We would recommend adding Shriram Transport only gradually on market correction by investors who are willing to take higher risk.
BUSINESS
How history taught us to correctly predict the COVID-19 pandemic market bottom
The parity between bond and earnings yield is achieved at the Nifty level of 9133 – downside of 10 percent. This is the maximum downside that we see for the markets and investors should steer their investment decisions accordingly.
BUSINESS
This attractively valued high class NBFC faces challenges due to COVID-19. Is it time to buy?
Any market volatility may be just the right opportunity to gradually accumulate a high quality business like Mas Financial for the long term.
BUSINESS
Persistent Systems: Can inexpensive valuations be a draw for investors?
We are not too excited by the optically inexpensive valuation as a lot rests on the top client’s performance.
BUSINESS
NIIT Technologies – life beyond buyback
BUSINESS
Federal Bank: Can a decent quarter and attractive valuations outweigh COVID-19 concerns?
Buy the stock gradually only on deep cuts in the market for the long-term
BUSINESS
Will VIP fly after the COVID storm blows over?
Investors with patience should gradually accumulate the stock on market correction with an eye on the long term.
BUSINESS
Despite RBI and govt intervention, the light is flashing red. What should investors do?
The big will get bigger as marginal competition finds it difficult to survive
BUSINESS
L&T Infotech: A quality technology stock to ride out the COVID-19 storm
Investors should use any market weakness to buy into LTI for the long term.
BUSINESS
Why Ujjivan Small Finance Bank is now a stock for the risk takers
This is a risky bet amid the COVID-19 cloud, best suited for the risk takers.
BUSINESS
The stimulus has come and gone – What’s in it for the markets and investors?
Investors with less appetite for risk should stick to the Nifty
BUSINESS
Will this gold financing company pass the COVID-19 test?
We would recommend the stock for investors with a slightly higher appetite for risk.
BUSINESS
Why a bad time is a good opportunity to buy a core portfolio stock
No better time than the current crisis to add it for the long term.
BUSINESS
How investors should invest in a market that’s lost touch with reality
Investors got to create a more defensive portfolio, focus on quality and be prepared to buy good quality names at expensive valuation as the dear can get dearer with the dearth of investible options in the market.
BUSINESS
Why HCL Tech is a good addition with a new normal around the corner
We would advise investors to add HCL Tech on every market correction as the long-term proposition remains strong and the company is likely to be a winner in the post Covid-19 era of new normal.
BUSINESS
Why investors should say no to Yes Bank
The ride ahead is bumpy for Yes Bank and hence, best avoided especially since a lot of high quality peers are now available at a bargain in the ongoing correction.
BUSINESS
NIIT Tech’s strengths come to the rescue in tough times
NIIT Tech should definitely be a part of investor’s shopping list and we would recommend adding on every market correction.
BUSINESS
Why investors should buy this premium business now available at a discount
We feel a large part of the near-term earnings challenge is priced in and see a reasonably high probability of AU coming out of the crisis stronger.
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
Axis Bank: Welcome caution in troubled times
BUSINESS
IndusInd Bank – Does the correction price in concerns?
Investors with higher risk appetite may consider IIB.
BUSINESS
Why Mindtree stands out in the mid-cap IT universe
Our view is a broad market correction could impact the stock and we therefore recommend a gradual accumulation taking advantage of every market decline.
