BUSINESS
Karur Vysya Bank — good quality at reasonable valuation
Negligible exposure to unsecured may help the bank to throw up positive surprises
BUSINESS
Elections, geopolitics, and poor earnings – How should investors trade a wild market?
Investors should exercise patience and buy the long-term India story at a more reasonable valuation on correction
BUSINESS
VIP Industries: Is the near-term pain getting priced in?
Can investors bet on a probable turnaround in VIP?
BUSINESS
Safari Industries – Why the stock is a good addition in a volatile market
Diverse product offerings, channel mix, and frugal approach to cost augur well for the company
TRENDS
RateGain Q2 FY25 – good quarter with indications of near-term softness
The company has lowered revenue guidance for the full year as order wins remain sluggish
BUSINESS
IRCTC – Why the valuation merits attention
The stock has underperformed and IRCTC’s unique position in local travel & tourism should help future growth
BUSINESS
Why investors should back this NBFC amid the overall asset quality stress
The conservative approach to lending with focus on asset quality is a big positive
BUSINESS
Federal Bank Q2 FY25 – welcoming the new boss with a steady show
Loan growth strong, deposit mix improving, steady interest margin, and good asset quality
BUSINESS
Is the tide turning against Indian equities?
Investors should have a bias in favour of large-caps while buying the dips. It merits paying heed to the fundamentals of companies and growth outlook before jumping to buy the correction in the broader markets.
BUSINESS
IndusInd Bank -- Should you be catching the falling knife after the Q2 disappointment?
BUSINESS
AU SFB Q2 FY25 – Asset quality woes mask several emerging strengths
Tilt towards higher yielding products should support margin and cost ratios should trend lower as synergy benefits get exploited
BUSINESS
LTI Mindtree – Is the positive outlook baked into the valuation?
Well poised to take advantage of the uptick in tech spend and GenAI disruptions
BUSINESS
Bourse-facing businesses salvage a challenging quarter for Kotak Mahindra Bank
The impact of the RBI embargo and higher delinquency marred Kotak Bank's performance
BUSINESS
Tech Mahindra Q2 FY25 – The turnaround strategy at play
TechM is executing well in line with its medium term strategy
BUSINESS
Wipro Q2 FY25: Why we see a valuation angle emerging
Second-quarter earnings were decent and there was positive surprise on margins and order inflows
TRENDS
Infosys Q2 FY25 – Commentary reassuring from a long-term perspective
The quarterly performance was a mixed bag with a reassuring commentary
TRENDS
Coforge: Time to pocket gains as the stock surges?
We recommend investors should partially book profits and re-enter on any weakness
TRENDS
HCL Tech Q2 FY25: Is there further steam in the stock, post a strong quarter?
The third quarter should be relatively better for HCL’s software business and Q4 should be good too
BUSINESS
TCS Q2 FY25 – Why it makes sense to look beyond the quarterly miss
Strong hiring, likely business improvement, and a decent dividend yield are positives
BUSINESS
Why this financier fails to make the long-term cut despite the glitter
The long-term prospects for Manappuram’s non-gold businesses are unclear at the moment
BUSINESS
Are bank deposits finally showing some strength?
Quarterly updates of 11 banks indicate higher growth in deposits for the majority
BUSINESS
Will Accenture’s positive pitch report help Indian IT stocks?
Indian IT service players likely to remain cautiously optimistic although margin trajectory may remain divergent
BUSINESS
Nifty scales 26K – time to book gains or stay put?
If at all a correction, it is likely to be a shallow one thanks to the support of domestic liquidity
BUSINESS
Muthoot Finance – Is the shine here to stay?
The increase in competitive intensity may emerge as a headwind once again
