BUSINESS
India Budget 2026: Capital market participants hit by increase in STT
Exchanges will feel the pain, but the discount brokers who are heavily reliant on retail F&O volumes will be hit hard
BUSINESS
IDBI Bank disinvestment – How much could a potential bidder pay for the bank?
Historical banking-sector M&A trends suggest that the likely deal could be a significant value-unlocking event for shareholders
BUSINESS
CSB Bank Q3 FY26 – Asset quality slips, higher provisions dent profitability
The bank’s growth outpaces peers, gold loans shine, but provisions sting
BUSINESS
Why ICICI Prudential AMC trades at a valuation premium to HDFC AMC
ICICI Pru AMC’s faster AUM growth, steady market-share gains, and superior core profitability are driving a clear valuation premium over HDFC AMC—despite HDFC’s stronger equity mix.
BUSINESS
HDFC Bank Q3 FY26: Improving growth trajectory signals stronger FY27 outlook
The quarter marks an inflection point as the bank returns to loan growth
BUSINESS
ICICI Bank Q3 FY26 – One-offs cloud otherwise steady performance
Loan growth was healthy and margin inched up slightly
BUSINESS
Defence Basket: A strategic bet for long-term investors
As India steps into 2026, the defence sector is transitioning from a period of "order book anticipation" to a high-octane "execution phase," making it a cornerstone for strategic long-term portfolios
BUSINESS
360 ONE Wealth: Solid Q3 earnings and upbeat guidance, a steady compounder
The company is the best proxy for the rising affluent class and offers strong earnings visibility
BUSINESS
ICICI Lombard Q3 FY26: Underwriting slumps, growth in health segment soars
The insurer’s premium valuation is likely to hold up despite the growth slowdown in most segments, as its focus on profitability continues to support earnings quality
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
