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
BUSINESS
Ideas for Profit | Axis Bank: Strong outlook and well-articulated roadmap make it a compelling long term pick
We do see scope for re-rating should the bank successfully complete its journey of reaching high teen RoE in the future
BUSINESS
Midcap IT: Macro concerns versus micro opportunity; 3 stocks to look at
Mindtree has by far the strongest digital capabilities and the rumoured stake sale by a large investor may support the stock momentum that investors can ride on
BUSINESS
Shriram Transport Finance: Soft Q3 but outlook confident; valuations reasonable
Investors may find the current weakness a right opportunity to accumulate the stock
BUSINESS
Ideas for Profit | M&M Financial Services: Core comforting, gradually accumulate in a weak phase
The weakness may be a perfect time to accumulate the stock for the long term
BUSINESS
Stake sale battle at Mindtree: Will minority shareholders have the last laugh?
If the battle for ownership of a key investor’s stake in Mindtree doesn’t get too bitter, investors shouldn’t worry
BUSINESS
Yes Bank Q3FY19 review – overshadowed by IL&FS exposure
In the days to come, the direction of IL&FS resolution along with the appointment of the new MD will be the key drivers of the stock.
BUSINESS
Ujjivan Financial Q3 review: Strong execution, reasonable valuation albeit regulatory overhang
BUSINESS
Kotak Mahindra Bank Q3 review: An ideal long-term compounding candidate
Kotak Mahindra Bank under the able guidance of a strong leadership team adopts the best risk weighted growth strategy in the industry
BUSINESS
Union Bank Q3 FY19 – still searching for the good day
We remain cautious on this space
BUSINESS
Kotak Mahindra Bank Q3 Review – capital market-linked biz soft, but steady overall show
The bank looks on track to execute its risk adjusted growth strategy
BUSINESS
Federal Bank Q3 review: Much of the pain is behind; buy
BUSINESS
How Universal Basic Income can see light of day
UBI even in a diluted format can only see the light of the day if the government is ready to dump all its existing schemes
BUSINESS
Mindtree Q3 review: Back on the growth path; buy
As an early adopter of digital and with the latter contributing close to 50% of revenue, Mindtree is likely to maintain its industry leading growth going forward
BUSINESS
Ideas for Profit | Infosys: Payout limits downside, buy as the stock closes valuation gap with leader
With the hefty payout limiting downside, we recommend buying Infosys
BUSINESS
Infosys Q3FY19 – good execution, revenue guidance should help close gap with the leader
We see Infosys moving along the guided path and a hefty payout (additional dividend of Rs 4 per share and Rs 8,260 crore buyback) limiting the stock downside.
BUSINESS
TCS Q3 review: Earnings in line, but supply constraint a factor to watch out for; buy on dips
We expect modest return from the stock in the medium term and recommend accumulation only on correction.
BUSINESS
IndusInd Bank Q3 FY19: Expect elevated provision and muted stock performance near term
We recommend a careful watch on the stock and accumulate it in the impending weak phase
BUSINESS
Ideas for Profit | DISA India: Accumulate this high quality business amid a downturn
The current weak phase in the stock is a good opportunity to accumulate this high quality business for the long term
BUSINESS
100-Word Take | Is Rajat Monga set to be new Yes Bank chief?
Recent events may pave the way for Kapoor’s trusted aide to claim the coveted role
BUSINESS
Is the system ready to ease curbs on NPA-hit PSU banks?
Lending, at the end of the day, should be a commercial decision and is a sole prerogative of the individual entities, it is better left that way in the broader interest of the system
BUSINESS
Why the stock market is being myopic in celebrating Urjit Patel's resignation
There is no free lunch. The market is forgetting there will be a price to pay for loosening the government’s and RBI’s purse strings.
BUSINESS
Eyeing RBI capital to bridge fiscal gap – can government convince all?
BUSINESS
HCL Tech’s $1.8-bn deal with IBM throws more questions than answers
Even though the management commentary has been bullish on near-term growth outlook, the HCL Tech-IBM deal leaves us disappointed
