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
BUSINESS
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
BUSINESS
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
BUSINESS
SBI Q3 earnings strong, best bet on economic recovery
With the financial sector looking relatively upbeat now, we expect the SBI stock to outperform
BUSINESS
HDFC Q3: Healthy loan growth, but stressed assets inch up
Diversified businesses make HDFC a relatively less risky bet
BUSINESS
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
BUSINESS
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
BUSINESS
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
BUSINESS
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
BUSINESS
Bandhan Bank — Should investors still bet on it?
Third-quarter results lay bare micro lender Bandhan's vulnerability to political events
BUSINESS
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
