BUSINESS
Powerica IPO: Can it power an investor’s portfolio?
A legacy DG player pivots to renewables, with deleveraging and data-centre demand powering the next growth phase
BUSINESS
Will the new credit guarantee scheme strengthen the MFI ecosystem?
While earnings are bottoming out, sustainable growth and steady credit cost could follow with tighter underwriting and extended credit guarantee
BUSINESS
HDFC Bank: A crisis or a buying window?
The chairman’s exit rattles sentiment, but improving growth, margins, and attractive valuations keep the long-term story intact
BUSINESS
Can the US mid-term elections put an early end to the Middle-East war?
President Trump is facing mounting pressure at home — both from his MAGA base and the opposition — having campaigned on a promise to pull the US out of overseas conflicts
BUSINESS
Should investors consider AMC stocks in a wobbly market?
Healthy inflows are a long-term positive for the mutual fund industry, though market volatility raises near-term concerns
BUSINESS
Iran conflict: How vulnerable is India’s economy?
A spike in crude prices threatens to widen India’s current account deficit, stoke inflation, and put pressure on the rupee
BUSINESS
Microfinance turns the corner, which stock stands out — Muthoot Microfin or CreditAccess Grameen?
Though both lenders have delivered strong earnings growth, driven by a sharp decline in credit costs, their stock performances have diverged significantly
BUSINESS
Which stocks could get impacted as RBI tightens broker funding norms?
The central bank unveils stricter rules for banks’ capital market exposure
BUSINESS
SBI: Will the re-rating continue?
With a Rs 46.83-lakh-crore loan book, the bank dwarfs large private peers. While delivering a 15 percent growth on this scale underscores that size is not a constraint
BUSINESS
RBI decides to pause, all eyes on new GDP and CPI series
After front-loading rate cuts, the central bank focus is on transmission
BUSINESS
Canara Robeco AMC’s valuation comfort outweighs lacklustre quarterly show
The entire equity portfolio is actively managed, which is a major positive, as active funds typically command significantly higher yields than passive ones
BUSINESS
Bajaj Finance Q3 FY26 profit drops on accelerated provisioning despite benign asset quality
While the accelerated provisions in Q3 FY26 were aimed at strengthening the balance sheet and building resilience, rather than reflecting any deterioration in asset quality, the Street may still view the move with some caution
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
