BUSINESS
The worst may not yet be over for Bandhan Bank even after weak Q4 show
Given the asset quality issues in the key states and the uncertainty induced by the second wave, Bandhan's valuation multiple is unlikely to jump to its previous level
BUSINESS
HDFC’s resilient performance in FY21 makes it a must-own financial conglomerate
While the performance of the core mortgage business inspires confidence, HDFC stands to gain from the equally strong performance of its subsidiaries and associate companies
BUSINESS
RBI’s liquidity booster shot offers partial relief, economic immunity will be raised only by mass vaccination
The RBI measures are welcome, but supply side measures can only help to some extent—the economy and the markets expect the government to do more
BUSINESS
Which AMC stock to bet on at a time domestic flows are set to improve in FY22?
Each of the three listed MFs -- HDFC AMC, UTI AMC and Nippon LIfe -- has some unique business strengths
BUSINESS
Bajaj Finance Q4 show stable, progress on digital plans will drive the stock
Bajaj Finance's funding profile keeps getting better and is well diversified
BUSINESS
Decoding ICICI Securities’ depressed valuation: Will the stock re-rate?
Despite a stellar performance, ICICI Securities' stock has underperformed in the past one year
BUSINESS
Will ICICI Bank stock price mirror the stellar earnings of the lender in FY21?
FY21 earnings amid the crisis reflect start of a growth phase for ICICI Bank, shrugging off asset quality woes of the past
BUSINESS
Can ICICI Prudential’s stock re-rate further even as it rallied after good earnings?
ICICI Pru is well on track to transit from a capital market player into a diversified franchise
BUSINESS
ICICI Lombard posts good numbers in FY21 under COVID cloud. Can it repeat the show?
The merger with Bharti AXA, which is due to be completed in 2021-22, is a key element to track for ICICI Lombard
BUSINESS
HDFC Bank FY21 earnings confirm that the strong has become stronger
Asset quality and growth are the two big issues confronting banks today. Remarkably, HDFC Bank scored well on both these parameters, remaining almost pandemic-proof
BUSINESS
Are MFs back in favour as equity schemes see net inflows and SIP flows hit all-time high in March?
The second Covid wave and partial lockdowns perhaps could limit investors’ enthusiasm for direct equity and draw them back to mutual funds
BUSINESS
LIC Housing Finance is likely to get re-rated
Investors can go with LICHF, given its rock bottom valuation and relative underperformance
BUSINESS
What do pre-earnings business updates of HDFC Bank, Bajaj Finance and CSB Bank say?
Loan growth in Q4: Strong for CSB bank, moderates slightly for HDFC bank and remains weak for Bajaj Finance
BUSINESS
Should investors bet on IDBI Bank?
LIC and the central government will seek premium valuation to give away the control of IDBI Bank that has been nursed back to health
BUSINESS
SEBI softens stance on valuation of AT1 bonds: A win-win for all
The regulator has done a fine balancing job as the revised valuation norms will protect investors while minimising the adverse impact on mutual funds and banks
BUSINESS
Fed maintains accommodative stance – a temporary sigh of relief for markets
While the Fed reassured markets that it won’t raise the federal funds rate, the biggest issue is the markets still have doubts about inflation given strong growth and the big stimulus package
BUSINESS
What makes SEBI’s move on AT1 bonds held by mutual funds a contentious issue?
SEBI’s move on valuing AT1 bonds will protect investors, but may kill the market for these bonds
BUSINESS
Why CDSL is the best stock to play the booming capital market
CDSL is a digital services/infrastructure provider for capital markets, a low risk business model with high potential returns
BUSINESS
Why continued equity outflow is a concern for mutual funds
The asset management industry is facing unlikely competition from the new-age discount brokers like Zerodha that are luring retail investors away from mutual funds into equity trading
BUSINESS
Oil prices: Decoding the forces and uncertainties driving crude
The limited growth in OPEC+ output, the US oil industry’s limited capacity for expansion, the demand-led economic recovery and vaccination are likely to keep oil prices sticky
BUSINESS
This technology-led financial services company ticks all the boxes of Buffett’s investment philosophy
Increased financialisation of savings and digitisation are going to shape the future of financial services and CAMS fits into both these themes well
BUSINESS
US equity market is likely to shrug off rising bond yields
History suggests equity fall induced by bond sell-off is just a blip in a long-term bull market
BUSINESS
NSE Trading Halt: Outage calls for regulatory action to restore retail investor confidence
Retail equity participants are most vulnerable to the harmful effects of technical failures in the financial market
BUSINESS
Privatisation of GIC Re: Will the government bite the bullet?
If the public sector reinsurer is privatised, it will unlock huge value
