BUSINESS
How investors should play the race for Mindtree
A rival such as L&T Infotech will probably want control
BUSINESS
Ideas for Profit | This smallcap is ready to ride the affordable housing wave
Nila Infra is now a pure play affordable housing/infrastructure player with decent pre-qualification and balance sheet.
BUSINESS
How should investors be positioned ahead of elections?
BUSINESS
First Cut | SBI ups the ante, but banks unlikely to see any impact on margins
SBI’s move to link savings bank deposits above Rs 1 lakh with the repo rate will affect 12.8 per cent of its total liabilities
BUSINESS
Spot the next 'HDFC Bank'?
BUSINESS
Is Karur Vysya Bank a value buy now?
BUSINESS
Which is the next 'HDFC Bank' of the Indian stock market?
BUSINESS
The risks of moving weak banks out of the PCA framework
BUSINESS
First Cut | GST on real estate slashed – will there be any impact on prices?
The denial of input tax credit is a dampener
BUSINESS
Govt contradicts itself by hiking interest rate on Employees’ Provident Fund
With an EPF rate hike, the government is communicating to savers that rates are firming up. But with a policy rate cut and asking bankers to transmit the same, it is signalling lower rates
BUSINESS
AU Finance Bank & MAS Financial Services: Look at these high quality names in a weak market
The current weak sentiment may be just the right opportunity to gradually accumulate these high quality businesses for the long term
BUSINESS
Karur Vysya Bank — is it a value buy post correction?
We advise investors to wait for the downside to play out.
BUSINESS
Capital infusion is all very well, but what’s the long-term strategy for ailing state-run banks?
BUSINESS
AU Small Finance Bank and Mas Financial: It's time to buy these stellar listings of 2017
The current weak sentiment may be just the right opportunity to gradually accumulate these high quality businesses for the long term.
BUSINESS
Safari Industries Q3 review: A quarterly blip but long-term story strong
Safari is the third largest player in the organised luggage market and has close to 10 percent market share.
BUSINESS
First Cut | RBI’s clean chit was what the Yes Bank stock was waiting for
In recent times, investors have seen better and upfront recognition of stress from Yes Bank
BUSINESS
VIP Industries: Subdued Q3 doesn’t take away from the long-term story; accumulate
The long-term thesis is intact and investors should use the subdued sentiment to gradually accumulate the stock for the long-term
BUSINESS
Is this the bottom for the Yes Bank stock?
While the stock is still languishing at Rs 176, are the clouds of uncertainty clearing or should one wait for the storm to completely pass?
BUSINESS
Monetary policy: Rate cut unlikely to impact banks; it's advantage stronger NBFCs
The policy is broadly neutral for banks and puts stronger NBFCs in a vantage position
BUSINESS
Tech Mahindra: Strong Q3 performance and FY20 outlook; reasonably valued
Even after rallying post its result, the stock offers upside given its reasonable valuation at 14.9 times FY20 estimated earnings
BUSINESS
First cut | Tech Mahindra Q3FY19 – good execution; rising attrition rate needs monitoring
The company continued to see an improved margin trajectory with operating margin jumping 50 basis points sequentially to 19.3 percent.
BUSINESS
First Cut | IL&FS companies to be categorised according to cash flow
The Mumbai bench of NCLAT has further suggested that the companies be split into three categories -- green, amber and red -- according to their solvency and cash flow.
BUSINESS
Budget 2019 makes vote banks happy, but rating agencies, FIIs not so much
The additional revenue expenditure is not adding to any productive capacity and could well be potentially inflationary and could hamstring RBI from reducing rates in the near term.
BUSINESS
HCL Technologies: Strong execution in Q3, earnings visibility make it a worthy buy
The strategic intent, earning visibility and undemanding valuation makes it a worthy buy in a volatile market
