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Madhuchanda Dey

Head Research, Moneycontrol

Midcap IT: Macro concerns versus micro opportunity; 3 stocks to look at

BUSINESS

Midcap IT: Macro concerns versus micro opportunity; 3 stocks to look at

Shriram Transport Finance: Soft Q3 but outlook confident; valuations reasonable

BUSINESS

Shriram Transport Finance: Soft Q3 but outlook confident; valuations reasonable

Ideas for Profit | M&M Financial Services: Core comforting, gradually accumulate in a weak phase

BUSINESS

Ideas for Profit | M&M Financial Services: Core comforting, gradually accumulate in a weak phase

Stake sale battle at Mindtree: Will minority shareholders have the last laugh?

BUSINESS

Stake sale battle at Mindtree: Will minority shareholders have the last laugh?

Yes Bank Q3FY19 review – overshadowed by IL&FS exposure

BUSINESS

Yes Bank Q3FY19 review – overshadowed by IL&FS exposure

Ujjivan Financial Q3 review: Strong execution, reasonable valuation albeit regulatory overhang

BUSINESS

Ujjivan Financial Q3 review: Strong execution, reasonable valuation albeit regulatory overhang

Kotak Mahindra Bank Q3 review: An ideal long-term compounding candidate

BUSINESS

Kotak Mahindra Bank Q3 review: An ideal long-term compounding candidate

Union Bank Q3 FY19 – still searching for the good day

BUSINESS

Union Bank Q3 FY19 – still searching for the good day

Kotak Mahindra Bank Q3 Review – capital market-linked biz soft, but steady overall show

BUSINESS

Kotak Mahindra Bank Q3 Review – capital market-linked biz soft, but steady overall show

Federal Bank Q3 review: Much of the pain is behind; buy

BUSINESS

Federal Bank Q3 review: Much of the pain is behind; buy

How Universal Basic Income can see light of day

BUSINESS

How Universal Basic Income can see light of day

Mindtree Q3 review: Back on the growth path; buy

BUSINESS

Mindtree Q3 review: Back on the growth path; buy

Ideas for Profit | Infosys: Payout limits downside, buy as the stock closes valuation gap with leader

BUSINESS

Ideas for Profit | Infosys: Payout limits downside, buy as the stock closes valuation gap with leader

Infosys Q3FY19 – good execution, revenue guidance should help close gap with the leader

BUSINESS

Infosys Q3FY19 – good execution, revenue guidance should help close gap with the leader

TCS Q3 review: Earnings in line, but supply constraint a factor to watch out for; buy on dips

BUSINESS

TCS Q3 review: Earnings in line, but supply constraint a factor to watch out for; buy on dips

IndusInd Bank Q3 FY19: Expect elevated provision and muted stock performance near term

BUSINESS

IndusInd Bank Q3 FY19: Expect elevated provision and muted stock performance near term

Ideas for Profit | DISA India: Accumulate this high quality business amid a downturn

BUSINESS

Ideas for Profit | DISA India: Accumulate this high quality business amid a downturn

100-Word Take | Is Rajat Monga set to be new Yes Bank chief?

BUSINESS

100-Word Take | Is Rajat Monga set to be new Yes Bank chief?

Is the system ready to ease curbs on NPA-hit PSU banks?

BUSINESS

Is the system ready to ease curbs on NPA-hit PSU banks?

Why the stock market is being myopic in celebrating Urjit Patel's resignation

BUSINESS

Why the stock market is being myopic in celebrating Urjit Patel's resignation

Eyeing RBI capital to bridge fiscal gap – can government convince all?

BUSINESS

Eyeing RBI capital to bridge fiscal gap – can government convince all?

HCL Tech’s $1.8-bn deal with IBM throws more questions than answers

BUSINESS

HCL Tech’s $1.8-bn deal with IBM throws more questions than answers

Ideas for Profit | Asset financing NBFCs: Good long term buy amid myriad concerns

BUSINESS

Ideas for Profit | Asset financing NBFCs: Good long term buy amid myriad concerns

RBI policy on loan pricing a boon for regulator, customers; not so much for banks, NBFCs

MARKETS

RBI policy on loan pricing a boon for regulator, customers; not so much for banks, NBFCs

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