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Madhuchanda Dey

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IRCTC IPO: A gem available at a discount

BUSINESS

IRCTC IPO: A gem available at a discount

BSE 500 long-term returns show it is all about bottom-up stock picking

BUSINESS

BSE 500 long-term returns show it is all about bottom-up stock picking

Corporate tax cuts: Game changer or short-term cheer?

BUSINESS

Corporate tax cuts: Game changer or short-term cheer?

The current momentum can lead to a virtuous cycle provided an equally serious look is taken at attracting big-ticket investment in infrastructure, post the tax cut

Why this microcap niche pharma player surprises amid the smallcap carnage

BUSINESS

Why this microcap niche pharma player surprises amid the smallcap carnage

We draw comfort from the relatively insulated business model and the undemanding valuation.

Why should you look at this good company in a tough environment now?

BUSINESS

Why should you look at this good company in a tough environment now?

The weak phase of the stock is a good opportunity to accumulate this high quality business for the long term.

Sector explainer | IT's a new world order – India shows who is the boss

BUSINESS

Sector explainer | IT's a new world order – India shows who is the boss

India is the world's largest IT sourcing destination, making up nearly 55 per cent of the $185-190 billion market in 2017-18. That's no mean feat

Why Federal Bank is our top pick among mid-cap banks

BUSINESS

Why Federal Bank is our top pick among mid-cap banks

We derive comfort from the current valuation and would strongly recommend adding the stock to the portfolio of investors.

L&T Infotech – quarterly miss, but doesn’t tarnish long-term story

BUSINESS

L&T Infotech – quarterly miss, but doesn’t tarnish long-term story

Given the industry leading performance in the past and presence of the right ingredients for growth, we would advise buying into the stock amid the weakness

Zensar Technologies Q4 review: Steady execution and strong outlook

BUSINESS

Zensar Technologies Q4 review: Steady execution and strong outlook

While an appreciating rupee is a near-term headwind, any currency-led weakness impacting sentiment for the IT sector may provide a great opportunity to buy into this mid-sized IT firm

Ideas for Profit | Kotak Mahindra Bank: Look to own this stock on any correction

BUSINESS

Ideas for Profit | Kotak Mahindra Bank: Look to own this stock on any correction

Investors must add this stock to their portfolio in the event of any negative news flow or market turbulence

What should Yes Bank's shareholders do after its kitchen sinking quarter?

BUSINESS

What should Yes Bank's shareholders do after its kitchen sinking quarter?

Ideas for Profit | Axis Bank: Q4 earnings suggest investors should stay put for the long-term

BUSINESS

Ideas for Profit | Axis Bank: Q4 earnings suggest investors should stay put for the long-term

The stock has the potential to further re-rate should the journey to reaching 18 percent RoE pan out

M&M Financial Services: Great execution in Q4; use weakness to accumulate

BUSINESS

M&M Financial Services: Great execution in Q4; use weakness to accumulate

Near-term uncertainties may keep the stock rangebound

AU Small Finance Bank Q4 review: Great execution & good outlook

BUSINESS

AU Small Finance Bank Q4 review: Great execution & good outlook

Ideas for Profit | RBL Bank: Expensive for a reason

BUSINESS

Ideas for Profit | RBL Bank: Expensive for a reason

While the headline valuation looks heady, it has to be seen in the context of the strong earnings growth expected in the coming years

Ideas for Profit: Why investors should stay put in Mindtree

BUSINESS

Ideas for Profit: Why investors should stay put in Mindtree

Mindtree shareholders are indeed in a sweet spot as long as the digital-driven strategy bears fruit for the company and attracts the attention of its rivals.

Q4 FY19 result review: Is Wipro an ideal defensive bet now?

BUSINESS

Q4 FY19 result review: Is Wipro an ideal defensive bet now?

While the muted guidance was disappointing, the management commentary on demand and FY20 growth outlook is encouraging

Ideas for Profit | Infosys or TCS — Where should you invest your money?

BUSINESS

Ideas for Profit | Infosys or TCS — Where should you invest your money?

Why investors in private banks should stay invested despite their outperformance?

BUSINESS

Why investors in private banks should stay invested despite their outperformance?

Private sector lenders are gaining market share in advances and deposits. That story will continue as they retain their edge over PSBs

Should minority shareholders of NIIT Technologies tender shares in open offer?

BUSINESS

Should minority shareholders of NIIT Technologies tender shares in open offer?

NIIT Tech has made rapid strides in its business in the last few years that has seen revenue run rate accelerating, deal momentum gathering pace and operating margin improving from 14% in FY15 to 18% now.

Markets at lifetime highs – a time for caution or celebration?

BUSINESS

Markets at lifetime highs – a time for caution or celebration?

For euphoria to translate to recovery, an all-round growth revival is necessary.

What SC quashing RBI's February 12 circular means for banks, companies and IBC

BUSINESS

What SC quashing RBI's February 12 circular means for banks, companies and IBC

Defaulting promoters now have some breathing space for restructuring loans.

Ideas for Profit | M&M Financial Services: Risk reward reasonable; accumulate

BUSINESS

Ideas for Profit | M&M Financial Services: Risk reward reasonable; accumulate

Are gold financing companies still worthy of investor attention?

BUSINESS

Are gold financing companies still worthy of investor attention?

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