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.
BUSINESS
A new normal post lockdown has implications for investors
In the medium to long run, a near virtual workplace will throw up many losers and few winners and once the dust settles post the turmoil, technology will play an even more important role in shaping the world’s future.
BUSINESS
Infosys – Near term clouded, but brighter light at the end of the tunnel
There is little doubt that Infosys will emerge as a strong long-term survivor post a couple of quarters of tumult.
BUSINESS
Liquidity support is welcome, but can banks be forced to take credit risk?
The government knows too well what needs to be done to encourage banks to lend. It now remains to be seen how quickly it acts on the same.
BUSINESS
TCS – The long run winner post COVID-19
Investors should use market correction to gradually accumulate the stock
BUSINESS
Wipro – Near-term challenges galore, valuation doesn’t factor in the worst
Given the past track record and impending challenges, we do not feel the stock has corrected enough to become a no-brainer value buy.
BUSINESS
COVID-19 | The maximum stimulus with the minimum fiscal damage
BUSINESS
Diamonds in the Dust: Axis Bank to weather COVID-19 storm barring some temporary bruising
We would recommend adding Axis Bank gradually amid deep cuts in the market
BUSINESS
COVID-19: How investors can put the market’s deep correction and the occasional bear market rally to good use
Investors should get out of weak positions taking advantage of a bear market rally and redeploy the cash in strong businesses that are likely to survive and grow once normalcy returns.
BUSINESS
What does RBI’s timely COVID-19 intervention mean for banks?
While bottom fishing financial stocks is sensible, be selective.
BUSINESS
The Centre’s fiscal package: Good intentions are not enough
BUSINESS
Tech Mahindra – An outperformer, but can it continue to lead?
BUSINESS
Budget 2020-21 – How credible are the numbers?
So, the first Budget of the new decade is dotted with numbers that leave more questions than answers and is unlikely to decisively lift the pall of gloom from the economy and the markets.
BUSINESS
NIIT Technologies: Quality hard to ignore, but is the price justified?
While the superior execution should command a premium, the run-up in the stock leaves little valuation comfort. We advise investors to wait for any weakness to gradually buy the stock.
