BUSINESS
Will 2021 see a return of the bears, or will the bulls still have the last laugh?
We expect 2021 also to be a year of moderate positive return on the Index level and smart money should have a bottom-up approach of chasing businesses that can offer alpha
BUSINESS
Why investors should give the IPO of Equitas SFB a pass
While the headline valuation is reasonable, Equitas SFB's IPO does not quite measure up for multiple reasons
BUSINESS
Are all the virtues of Mindtree’s business model captured in the price?
We are optimistic about Mindtree’s positioning and long-term prospect and would be watchful about adding the stock in correction
BUSINESS
Infosys – a stock to add on every decline
Given the sharp rally, profit booking may be normal. Any reversal in stock price of Infosys is an opportunity to add for the long term
BUSINESS
Wipro – Journey to catch up with peers has just begun; buy for long-term rewards
Albeit the rally, Wipro still trades at a discount to its best in class peers and could close the gap should the CEO walk the talk.
BUSINESS
TCS – the promising bet on post pandemic technology upcycle
We would advise investors not to get blinded by the optically expensive valuation of TCS and focus on the emerging opportunity which could be a catalyst for valuation rerating
BUSINESS
Why should investors hold on to Coforge despite the stupendous rally?
Existing investors should definitely hold on to their position and new investors should look for correction to quietly build a position in Coforge.
BUSINESS
IRCTC - Will the train run with full throttle?
If the stock of IRCTC remains lacklustre due to the impending headwinds, it may be a great idea to gradually build up position in the weak phase
BUSINESS
IndusInd Bank – stellar run since our last recommendation, can it do more?
IndusInd Bank appears to be over the hump. The inexpensive valuation, therefore, merits attention.
BUSINESS
Why Kotak Bank remains our favourite core portfolio stock despite its weak numbers
The single most important reason to like Kotak Bank despite not being a growth story is its excellent liability franchise
BUSINESS
Infosys: Stellar quarter, investors can capitalise on a catch-up rally
Infosys certainly offers a good risk reward despite the rally as valuation catch-up with TCS could lead to sustenance of the positive momentum.
BUSINESS
Wipro: Can investors bet on the new CEO’s turnaround plan?
Wipro’s intentions may be good, but investors will keenly await successful execution
BUSINESS
Why investors should shun Yes Bank’s FPO
Though prima facie Yes Bank's FPO price looks enticing, it hides more than it reveals. We do not see Yes Bank embarking on a sustainable profitable journey anytime soon and we doubt if the structural flaws can be reversed in a hurry
BUSINESS
TCS a must-own stock in the new normal, but rally tempers near-term excitement
TCS will emerge as a strong long-term survivor post the current tumult
BUSINESS
Can Muthoot Finance continue to shine after the recent run-up?
In the troubled macro environment Muthoot Finance remains an island of relative safety,
BUSINESS
The stimulus has come and gone – What’s in it for the markets and investors?
Investors with less appetite for risk should stick to the Nifty
BUSINESS
Why a bad time is a good opportunity to buy a core portfolio stock
No better time than the current crisis to add it for the long term.
BUSINESS
Why HCL Tech is a good addition with a new normal around the corner
We would advise investors to add HCL Tech on every market correction as the long-term proposition remains strong and the company is likely to be a winner in the post Covid-19 era of new normal.
BUSINESS
Why investors should say no to Yes Bank
The ride ahead is bumpy for Yes Bank and hence, best avoided especially since a lot of high quality peers are now available at a bargain in the ongoing correction.
BUSINESS
Axis Bank: Welcome caution in troubled times
BUSINESS
IndusInd Bank – Does the correction price in concerns?
Investors with higher risk appetite may consider IIB.
BUSINESS
Why Mindtree stands out in the mid-cap IT universe
Our view is a broad market correction could impact the stock and we therefore recommend a gradual accumulation taking advantage of every market decline.
BUSINESS
Budget 2020-21 – How credible are the numbers?
So, the first Budget of the new decade is dotted with numbers that leave more questions than answers and is unlikely to decisively lift the pall of gloom from the economy and the markets.
BUSINESS
Ideas for Profit | Mindtree – Stability returns, outlook positive
We see the strategy gradually bearing fruit and would recommend accumulation on any weakness.
