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
BUSINESS
Ideas for Profit | Asset financing NBFCs: Good long term buy amid myriad concerns
We analyse 4 NBFC stocks to back in a volatile market
MARKETS
RBI policy on loan pricing a boon for regulator, customers; not so much for banks, NBFCs
One of the key developments from the credit policy is the new guideline of benchmarking retail loans to an external benchmark.
BUSINESS
RBI credit policy: No rate action and signs of a truce
This is the first policy after the rift between the Reserve Bank of India and government came to light and the tone and measures will be the first sign of who is ceding ground.
BUSINESS
Battle for capital: Is RBI kitty big enough to warrant a transfer to government?
Levels of central bank capital amounting to about 3 per cent of GDP are not uncommon.
BUSINESS
RBI listing diktat: Should you avoid or buy small finance banks?
Both Equitas and Ujjivan are at a vantage position to capitalise on the weak competitive environment due to the comatose state of most public sector banks and the challenging funding environment for non-banking finance companies.
BUSINESS
Is the system ready to relax PCA norms?
Lending, at the end of the day, should be a commercial decision and is a sole prerogative of the individual entities
BUSINESS
VIP Q2FY19 Review: A steady quarter amid multiple headwinds
We expect earnings to grow at 39 percent CAGR over the next couple of years and the stock performance should mimic the same,
BUSINESS
India Inc Q2 review: Earnings breadth deteriorates; margin pressure stark
Input cost pressure is being increasingly absorbed by companies as the demand environment in weakening
BUSINESS
Safari Industries Q2 review: Capitalise the weak phase for the long term
The company has aggressive growth ambitions and envisages to grow at 2x the industry rate and double its revenues over the next 2 years.
BUSINESS
MAS Financial puts up a steady Q2 show in a tough environment, buy for long term
The conservative approach of the management is likely to pay dividend in the long term
BUSINESS
Ideas for Profit | Axis Bank Q2 review: Set to take off; buy
We see a profitable journey for this bank and hence recommend buying into the stock as it has potential to rerate from the current valuation.
