BUSINESS
What’s in it for shareholders if CSB Bank merges with IDBI Bank?
IDBI Bank’s ownership can be a shot in arm for Fairfax’s banking ambitions as it is over 8 times the size of CSB Bank in terms of asset base.
BUSINESS
Can banking stocks continue to outperform amid a sharp rate cut cycle?
Valuations reasonable and there is no major concern about asset quality or capital adequacy
BUSINESS
Muthoot Microfin: Why this NBFC-MFI merits attention
While investors can play micro-lending through SFBs, a lower cost structure, higher earnings growth, and the potential to convert or being acquired by a bank make a pure-play MFI like MML a worthy bet
BUSINESS
Will the current bond market dislocation resolve in 2026?
There is a clear disconnect between monetary easing and bond market performance as G-Sec yields have risen, despite aggressive cuts in policy rates
BUSINESS
IDBI Bank: Can disinvestment steer a re-rating?
The real attraction for the potential buyer will be IDBI Bank’s huge deposits of over Rs 300,000 crore, as of September’25-end
BUSINESS
ICICI Pru AMC IPO — a bet on quick listing gains or long-term value creation?
Given the sectoral tailwinds, attractive valuation, and the vantage positioning, the company can be a long-term compounder
BUSINESS
Bajaj Finance Q2 FY26 – Stable performance, size not a deterrent
Risk-reward not favourable, though profitability is solid and the guidance is upbeat
BUSINESS
SBI delivers strong Q2 FY26 with positive margin surprise
While earnings growth will align with credit growth, the stock upside will be driven by the expansion of the valuation multiple
BUSINESS
Groww IPO -- Should investors subscribe to it?
The business is dependent on capital markets and hence, inherently cyclical
BUSINESS
What should investors do after Canara Robeco AMC’s muted Q2 FY26 earnings?
Valuation comfort, strong operational metrics, and favourable industry tailwinds make the AMC an attractive long-term opportunity
BUSINESS
CAMS – Healthy Q2, but emerging headwinds warrant attention
Given the strong tailwinds in the MF industry, the stock could be a long-term compounder
BUSINESS
360 ONE Wealth: Steady Q2 earnings, best proxy for the rising affluent class
Strong business fundamentals and visibility of earnings growth justify the rich valuation
BUSINESS
Why should investors consider DCB Bank despite a sharp post-earnings rally?
The bank is poised for a healthy loan growth and margin expansion, which should drive healthy earnings growth
BUSINESS
HDFC Bank Q2 FY26: Will earnings mirror the pick-up in loan growth?
The bank’s return ratios are healthy and the stock valuation is reasonable
BUSINESS
ICICI Bank Q2 FY26 – Loan growth moderates, but profitability still very strong
Multiple factors to support the premium valuation of the bank stock
BUSINESS
What sets Canara Robeco AMC apart from other listed mutual fund houses?
With 91 percent of the AUM coming from equity-oriented schemes, the AMC enjoys the highest share of equity assets among peers
BUSINESS
HDB Financial Q2 FY26: Muted quarter, recovery likely in H2
Loan growth was subdued, and despite an improvement in margins, higher credit costs weighed on profitability
BUSINESS
ICICI Lombard Q2 FY26: Why did the stock react positively despite muted business growth?
The insurer’s premium valuation is likely to hold up despite growth slowdown, thanks to its strong focus on profitability
BUSINESS
Canara Robeco AMC IPO: Should investors bet on it?
With 91 percent of the AUM coming from equity-oriented schemes, the AMC enjoys the highest share of equity assets among the peers
BUSINESS
Tata Capital IPO is priced reasonably, but should investors subscribe to it?
The company is well-positioned to command a valuation premium, given its strong parentage and the market’s bias towards quality names in the financial services space
BUSINESS
Is this the unexpected Navratri gift of RBI to banks?
Further easing of the regulatory environment to boost the performance of lenders
BUSINESS
Why is RBI dovish despite being optimistic on growth?
By holding rates, the RBI has effectively kept its options open to respond should tariff disruptions persist and pose downside risks to growth
BUSINESS
Anand Rathi Share and Stock Brokers IPO: Should investors subscribe to it?
While the company has carved out a niche for itself in the broking segment, it remains a relatively smaller player in the broader industry space
BUSINESS
Prudent Corporate – Inorganic expansion a positive, but lofty valuation calls for caution
The company has recently acquired the MFD business of Indus Capital on a slump-sale basis
