Which housing finance stocks offer value after the recent rally?
Following a polarised price performance , valuations of HFCs show a stark picture of divergence
Privatisation of GIC Re: Will the government bite the bullet?
If the public sector reinsurer is privatised, it will unlock huge value
Which life insurance stock should investors bet on?
While COVID-19 turned out to be a speed breaker for fast-growing life insurers, the structural growth story of the insurance sector remains intact
Outflows from equity mutual funds continued in January. Will the trend reverse in CY21?
Gross inflows in equity funds have gathered pace, but redemption has more than doubled since July 2020
Should investors bet on SBI Card?
SBI Card trades at a premium valuation as the Street ascribes the valuation of a consumption company to the stock
SBI Q3 earnings strong, best bet on economic recovery
With the financial sector looking relatively upbeat now, we expect the SBI stock to outperform
HDFC Q3: Healthy loan growth, but stressed assets inch up
Diversified businesses make HDFC a relatively less risky bet
ICICI Lombard: Premium growth recovering, lower claims boost profits
While the overall premium growth in FY22 is expected to be higher, the merger with Bharti AXA will put pressure on ICICI Lombard's FY22 financials
Budget 2021 -- Why bank recapitalisation amount of just Rs 20,000 crore is not bad news
While the Budget 2021 proposals are encouraging, the government has to act swiftly in getting private participation and taking toxic assets out of the system
ICICI Bank — Q3 earnings strong, but is there more steam left in the stock?
ICICI Bank scores very high on balance sheet strength and this is one of the key reasons for our optimism
ICICI Securities — Q3 earnings growth robust, but is it sustainable amid rising regulations?
ICICI Securities is a single play on three trends — rising digitisation, soaring market capitalisation and increasing financialisation of savings
Bandhan Bank — Should investors still bet on it?
Third-quarter results lay bare micro lender Bandhan's vulnerability to political events
Home First Finance’s IPO is pricey, should investors subscribe?
Given the high growth potential, professional management along with a well-capitalised balance sheet, HFFC is well poised for the growth in the affordable housing finance space
Bajaj Finance: What explains premium valuation when Q3 show is weak?
BFL’s pricey valuation implies that the Street is looking beyond FY21 and assigning high multiple for its future initiatives
CSB Bank’s Q3 earnings surge, but will the shine of gold loans continue?
While CSB’s overall loan growth was a healthy 22 per cent YoY in Q3, gold loans increased by a whopping 60 per cent YoY
HDFC Bank’s Q3 earnings show why it is among the top 10 valued banks globally
Valued at around $137 billion, HDFC Bank has raced ahead of HSBC and Citigroup in market capitalisation
IRFC IPO – Does it offer value?
IRFC remains strategically important as it raises around 25-35 per cent of the total planned outlay of the Ministry of Railways
What can the banking industry expect from Union Budget 2021?
The Street hopes to see Budget 2021 transforming the PSBs into drivers of economic growth from being a drain on government finances
What can a potential merger of HDFC and HDFC Bank bring to the table?
With benefits outweighing the cost, a merger can be a win-win situation for both HDFC and HDFC Bank
Pre-earnings business update: Bajaj Finance’s loan growth crawls, HDFC Bank's defying slowdown
Bajaj Finance’s conservative view of not growing the book is completely contradictory to that of HDFC Bank’s opportunistic growth
Here’s how Assam’s microfinance bill will impact Bandhan Bank
Out of the Rs 12,367-crore micro loans in Assam, more than 50 percent is by Bandhan Bank
Markets in 2021: Here’s what to expect
We see an upside bias in markets in the near term as there is significant potential for further weakness in the dollar
PVR – What has triggered another fundraising plan?
The board of PVR, the largest multiplex operator of the country, has approved fund raising of up to Rs 800 crore through the issue of equity (or other instruments)
Aavas Financiers: Is the premium valuation justified or is it an overreaction?
Aavas’s stock price can move in line with earnings growth, which is likely to be strong over the next few years
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