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
BUSINESS
Will high gold prices add shine to the CSB Bank’s stock?
The bank’s gold lending portfolio has a huge runway for growth
BUSINESS
Is the Indian bond market poised for a rebound?
Lower-than-expected revenue loss from the GST rate rationalisation and some scope for interest rate cut could be favourable factors
BUSINESS
Which insurance players will be impacted most and least by GST exemptions?
The move will lower insurance premiums for policyholders and prospective buyers, encourage greater insurance penetration, and provide a significant boost to the industry
BUSINESS
Why you should look at CAMS amid a volatile market
Given the business moats, robust return ratios, and strong tailwinds in the MF industry, CAMS is a long-term compounder
BUSINESS
What makes DCB Bank attractive despite subdued performance?
Healthy earnings growth, but asset quality and elevated credit costs weighed on the stock’s performance
BUSINESS
Protean: What should investors do after the sharp fall?
Not winning the PAN 2.0 mandate has materially increased medium-term earnings risk
BUSINESS
Treasury gains propel SBI profit in Q1 FY26
The bank’s valuation remains the main attraction
BUSINESS
Can Trump’s tariff threat derail India’s vision of Viksit Bharat by 2047?
While a 25 percent tariff significantly undermines the viability of trade with US, a 50 percent tariff will effectively kill it
BUSINESS
RBI maintains status quo, heightened external risks demand caution
The MPC would like to assess how India’s ongoing trade tension with the US evolves
BUSINESS
NSDL IPO – Does it deserve a place in your demat account?
In a duopolistic market structure, NSDL is well poised to benefit as capital markets grow in scale and depth
BUSINESS
How do these two affordable HFCs compare, post their Q1 results?
The affordable housing finance sector has a long growth trajectory underpinned by strong structural drivers
BUSINESS
Bajaj Finance Q1 FY26 – Performance stable, but catalysts missing for stock upside
Net profit up 22 percent, driven by strong asset growth even as provisions remained elevated
BUSINESS
ICICI Bank Q1 FY26: Steady show; will the re-rating continue?
The bank has shown consistent performance in the past many quarters, amid sectoral concerns like slowing loan growth, muted deposit growth, tight liquidity, asset quality pressure, and tightened regulatory norms
BUSINESS
360 ONE Wealth delivers a healthy Q1, what holds next?
Earnings visibility remains strong, and growth from inorganic expansion holds the potential to surprise positively
BUSINESS
HDB Financial: Q1 soft, but multiple levers for stock upside
A stable monsoon, rising farm incomes, and the resulting increase in demand are expected to drive rural consumption and vehicle financing
BUSINESS
ICICI Lombard Q1 FY26: Growth slows across segments; retail health stands out
Given that ICICI Lombard’s market share in the retail health business is a mere 3.5 percent compared to over 30 percent for Star Health and over 9 percent for HDFC ERGO, there is a long runway for growth.
BUSINESS
This housing finance company is best placed in a falling rate scenario
Despite the wafer-thin margins in home loans, LICHF’s profitability improved with the lender posting an ROA of 1.83% in FY25 -- the highest in the last decade.
BUSINESS
Will the banking stocks continue to outshine after a sharp fall in rates?
Despite profitability coming under pressure, valuation remains reasonable for both private and public sector banks
