BUSINESS
Will Powell pop the Volcker pill as stagflation risks rise?
Many view that monetary policy is ill-suited to deal with supply-side shocks — such as rising prices because of war, high energy prices, or supply chain disruptions
BUSINESS
Paper stocks make a splash, pick the write stuff
The paper company that can quickly expand capacity and is backward integrated with sufficiency in major inputs will be better placed to take advantage of rise in product prices
BUSINESS
For this smallcap banking stock, risk-reward arithmetic sits well
CUB’s stock has corrected 35 percent from the peak and is now trading closer to its 52-week low price
BUSINESS
Ahead of IPO, here are the high points of LIC’s Q3
LIC’s net profit does not capture its true earning potential, to improve as profit-sharing gets fully aligned in favour of shareholders by FY25
BUSINESS
Where are metal prices going as Russia, Ukraine dig in their heels?
Metals likely to soften as higher prices will lead to lower volumes and lack of demand from user industry
BUSINESS
Oil on a high | A hike in petrol, diesel prices looks imminent. By how much?
Despite the steep rise in crude oil prices by over $41/bbl, retail prices of petrol and diesel have remained unchanged since December
BUSINESS
Ukraine War: What sums up India’s stand on Russia at UN?
Bilateral trade between the two countries may be modest, but deep military cooperation is the binding force between India and Russia
BUSINESS
Proceeds from LIC IPO can come in handy for government to rein in inflation
Stake sale in LIC can help government to limit tax revenue loss if it decides to lower excise duties to keep a check on runaway fuel price rise
BUSINESS
How prepared is Russia to deal with sanctions?
Russia is on a strong footing, with better economic conditions, diversified forex reserves and reduced reliance on US dollar
BUSINESS
How the Ukraine conflict can choke aluminium supply, worsen global chip shortage
Any escalation in the form of severe economic or financial sanctions by the West on Russia can boomerang, worsen Europe’s energy crisis, and turn out to be a perfect storm for the global semiconductor industry
BUSINESS
How much can LIC get from its impending stake sale in IDBI Bank?
With LIC’s IPO round the corner, the proposed sale of IDBI Bank is likely to gain momentum and the real attraction for the prospective buyer will be the bank's large and strong deposit base
BUSINESS
Two stocks to play the robust inflows in equity mutual funds
Stock prices of listed AMCs fell steeply in past 3 months despite positive sectoral trends
BUSINESS
LIC will be valued at a discount to private sector insurers. Here’s why.
LIC’s DRHP highlights many hits, but there are a few misses that should not be overlooked by investors
BUSINESS
Is there more steam left in the BSE stock after the staggering rally?
BSE’s robust earnings in the third quarter of FY22 (Q3 FY22) reflects the continued buoyancy in capital markets
BUSINESS
Is Paytm worth a bet after Q3 earnings and a steep price correction?
Paytm’s valuation looks reasonable now, but business uncertainties still persist
BUSINESS
Can rising crude oil prices spoil the India revival story?
India's December 21 crude oil consumption stood at 4.65 MMBbl/d, close to the pre-COVID levels. As the Omicron impact recedes, oil consumption is bound to rise
BUSINESS
What does the future hold for the SBI stock after a strong Q3?
Clearly, it has been a dream performance by SBI in the nine months of FY22 (9M FY22)
BUSINESS
HDFC’s solid loan growth in Q3 FY22 further bolsters its market position
Despite increased competition in the mortgage financing space over the past many years with the entry of new players and greater focus by banks on this segment, HDFC is gaining market share at an accelerated pace
BUSINESS
Budget 2022: Why is lower disinvestment target for FY22 a positive?
When it comes to public sector disinvestment in India, the ends are considered far more important than means. But, with realistic targets, Budget 2022 could change the same
BUSINESS
Budget 2022 set to boost credit growth of the banking sector
Rise in government capex a big positive for the sector
BUSINESS
Possible impact of Fed’s rate hike on Indian markets
Indian economy is now on a much stronger footing and rate hikes may not be all negative for equity markets
BUSINESS
CSB Bank notches up robust Q3 on higher recoveries
While Q3 FY22 was a strong quarter for CSB Bank, investors would want to know what will drive its future growth and earnings
BUSINESS
Do Q3 earnings indicate an end to Bandhan’s asset quality woes?
Earnings in Q3 FY22 was mainly led by a significant fall in provisions as collection efficiency improved
BUSINESS
ICICI Lombard Q3 earnings muted, but the stock is a long-term compounder
ICICI Lombard’s premium valuation will sustain, given its market leading share in a secular growth sector, fairly diversified product mix, multi-channel distribution network, solid technological prowess, strong solvency profile, and healthy profitability
