BUSINESS
UTI AMC or CAMS: Which stock is a better play for the mutual fund industry?
While CAMS listed at a premium of over 20 per cent, UTI AMC listed at a discount to its issue price
BUSINESS
Why is mutual fund data positive despite equity outflows in September?
Gross inflows in equity funds saw a big jump and redemption pressure subsided in September
BUSINESS
HDFC Bank vs Bajaj Finance: Which stock makes a better bet?
Both HDFC Bank and Bajaj Finance are well-run companies and have gained market share over the past years
BUSINESS
CAMS IPO - Should investors subscribe?
BUSINESS
Should investors bet on GIC Re’s low valuation despite weak earnings?
Though we are comfortable about GIC in the long run, stock performance will react to underwriting performance, which could be volatile and is likely to be weak in the short term
BUSINESS
Why Repco Home Finance is a good bet
Repco has gone through a rough period marked by a lack of growth in home market and the rising delinquencies in the non‐salaried segment
BUSINESS
Yes Bank has averted an accident, but can it run again?
The structural lacunae of Yes Bank in terms of the unexciting corporate heavy book vulnerable to economic disruptions and the weak liability may not get addressed in a short time
BUSINESS
How investors should read Aditya Puri’s surprise stake sale in HDFC Bank
Puri has been the managing director of the bank since September 1994 which makes him the longest serving MD at a private bank. As law requires bankers to retire at 70, his 26-year tenure at the bank will end in October.
BUSINESS
Bajaj Finance: Should investors book profit after a dazzling rally?
Though Bajaj Finance is better placed than other NBFCs to handle the COVID-19 crisis, it is facing significant risks
BUSINESS
Bandhan Bank: Will the better collection efficiency push the stock further up?
Bandhan is high quality business operating at the bottom of the pyramid, making it a worthy bet for long-term investors
BUSINESS
Why the sharp fall in equity inflows is not a cause for concern
The low net equity inflows shouldn’t be read as fading interest either in equities or mutual funds but is explained by investor’s instinctive response to a dazzling rise in equities
BUSINESS
Should India side with the US by banning Huawei?
Development of 5G wireless technology will be central to India’s global position in the 21st century. Huawei, the Chinese 5G leader, can play a vital role in it.
BUSINESS
Indiabulls Housing Finance: Does the change in business strategy merit a look?
BUSINESS
GIC Re: Weak earnings, low solvency blunt competitive advantage
GIC’s underwriting losses have increased to a level where they are not being offset by investment income and have started to hurt the reinsurer’s solvency ratio
BUSINESS
DCB Bank: Do low valuations merit a buy?
With the stock price correcting sharply by 60 percent from peak of Rs 200 seen in January 2020, valuations have turned very attractive and the bank is trading below book value.
BUSINESS
LIC Housing Finance: What’s keeping the stock price suppressed?
LICHF's stock price has corrected 50 percent from the all-time high of Rs 587 in July 2019.
BUSINESS
Is the marginal dip in SIP inflows an early sign of fading interest in equities?
SIP flows holding above Rs 8,000 crore in May despite businesses being at standstill since couple of months is encouraging
BUSINESS
Can Bajaj Finance regain its past glory?
BUSINESS
75 percent of stimulus package is liquidity boosts and guarantees for banks. Will lenders play ball?
Banks’ reluctance to lend to sectors perceived as risky is unlikely to see a big change following the FM’s announcements
BUSINESS
Fiscal stimulus for the vulnerable is less than what meets the eye
BUSINESS
FM’s package: Maximum economic impact with minimal fiscal outgo
BUSINESS
Bandhan’s Q4 profit declines, should investors bet on low valuations?
BUSINESS
Mutual fund flows in April hold up despite redemptions in credit risk funds
BUSINESS
SBI Life reports mixed performance, should investors bet on the stock?
