BUSINESS
HCL Tech Q4 FY25: Standing tall amid the macro chaos
The commentary is positive and the guidance impressive
BUSINESS
Infosys Q4 FY25 – Hostile macro casts its shadow
A steep decline in revenues and muted guidance
BUSINESS
Wipro Q4 FY25: Mauled by a challenging macro
IT service players are facing decision-making delays, a pause in discretionary spending, and project ramp-downs
BUSINESS
Is this the year to avoid equities?
As the market gyrates on tariff tantrums, investors need to be patient and learn when to grab the lows
TRENDS
TCS Q4 FY25 – Is it worth a look post the U-turn on US tariff?
Upside triggers are missing, but downside looks limited despite volatility
TRENDS
Indian IT stocks – value buy or a value trap?
Market volatility is likely to be the order of the day in the near term
BUSINESS
Mas Financial – Contrasting business performance and stock show
Should investors add this quality play in their long-term portfolio?
BUSINESS
Control Print: Are all the concerns priced in?
The company’s focus is now on larger accounts as also the introduction of new products
BUSINESS
Why this mid-sized IT company deserves attention amid its performance turnaround
The company’s revenue traction has been impressive, margin performance resilient, and order inflows strong
TRENDS
How to deal with Indian IT stocks after Accenture’s cautious commentary?
Though the company’s business performance was steady in Q2FY25, it called out specific areas of uncertainty
BUSINESS
Are bad days for markets decisively over?
In the medium term, there is a strong possibility of FIIs looking at India with renewed interest
BUSINESS
Ixigo – Is this journey worth the price?
The anticipated consumption slowdown hasn’t impacted the travel and tourism sector so far
BUSINESS
Should you look at IndusInd Bank that faces multiple challenges?
Given the lingering uncertainty with the top management and repeated accidents, a valuation rerating is unlikely in the near term
BUSINESS
Why trying to catch the market bottom may be a futile exercise
More often than not, the bottom formation happens silently amid chaos, volatility, and uncertainty which is hard to gauge
BUSINESS
IRCTC: Why this journey offers value for money
IRCTC enjoys an envious position in the domestic travel and tourism industry, with its monopoly in railway ticketing, catering and packaged water business, and its affordable tourism packages
BUSINESS
Federal Bank: The journey is getting bigger, more profitable
Federal Bank has unveiled a transformation journey to leap to the top league of private sector banks
BUSINESS
Kotak Mahindra Bank: Time to reverse underperformance as RBI lifts embargo
Strong growth, improving interest margin, and low credit cost should help lift the RoA
BUSINESS
Why is the luggage sector struggling amid the boom in travel?
The structural demand story remains strong amid rising competitive intensity
BUSINESS
IndusInd Bank Q3 FY25 — Weak quarter, but early green shoots in MFI
The bank saw tepid business growth, a fall in net interest margin, and a higher slippage to NPAs in Q3
BUSINESS
How did the FM manage to lower fiscal deficit despite being generous to the middle class?
BUSINESS
Why the markets will finally start liking the Budget
Measures are aimed at sticking to fiscal discipline while giving a boost to growth.
BUSINESS
Travel gets a boost as Budget 2025 focuses on tourist destinations and air connectivity
The stocks of airlines, hotels, luggage, and travel agents are likely to fly higher
BUSINESS
Federal Bank Q3 FY25 – strategic shift for long-term gains
The focus is on quality for sustainable and profitable growth
BUSINESS
AU SFB Q3 FY25 – Short-term woes could cap near-term gains
Asset quality woes weighed on credit cost as well as growth during the quarter
