BUSINESS
RBI unnerves while Fed soothes the equity markets. What should investors do?
Amid slowing growth, inflation concerns and central bank action, the re-pricing of risk is under way. It started with bonds, particularly at the short end of the yield curve, in US bonds. It will soon be seen in equities
BUSINESS
HDFC Q4 earnings marked by strong loan growth and better asset quality
HDFC’s strong loan growth in the individual segment on a very high base continues to surprise all
BUSINESS
LIC IPO - Many hits and a few misses. Should investors subscribe?
LIC's IPO is priced at a significant discount to private peers. Why so?
BUSINESS
Bajaj Finance’s stock valuation – The good, the bad, and the ugly
BFL’s business has to be seen through a prism – an NBFC, a fintech player, or a potential bank?
BUSINESS
Will ICICI Bank’s valuation discount with HDFC Bank narrow after stellar Q4?
FY22 earnings reflect a strong comeback by ICICI Bank
BUSINESS
ICICI Lombard: FY22 earnings muted, but structural growth story intact
ICICI Lombard is readjusting its motor vehicle portfolio away from the private car segment, given the pricing competition. Instead, it is focusing on the CV segment
BUSINESS
Margins steal the show at ICICI Pru, premium growth takes focus
Business transformation visible in improving product mix, higher margins and enhanced distribution channels
BUSINESS
HDFC Bank’s Q4 shines, growth takes precedence over margins
HDFC Bank’s earnings growth in Q4FY22 could have been over 30 percent, had it not created contingency provisions of Rs 1,000 crore during the quarter. While such fine-tuning of numbers leads to ‘boring consistency’ in HDFC Bank’s numbers, it highlights the bank’s ability to spread risks across cycles
BUSINESS
More consolidation in housing finance? Merger of HDFC twins suggests so
With no advantage on the funding side and increased regulatory costs, the profitability of HFCs is under pressure, and they are operating on wafer-thin margins
BUSINESS
High inflows mark equity MFs, but AMC stocks feel the heat. Why?
The rise in passive investment is not the only reason for the underperformance of AMC stocks. It could also be breeding mistrust
BUSINESS
HDFC–HDFC Bank merger – What’s in it for shareholders?
Despite synergies flowing out of the merger of HDFC with HDFC Bank, there are several unknowns as far as regulations are concerned
BUSINESS
Will Aavas Financiers reverse the recent underperformance?
Aavas has demonstrated a healthy portfolio growth during the past few years, despite the challenging operating environment
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
