BUSINESS
Here’s how Assam’s microfinance bill will impact Bandhan Bank
Out of the Rs 12,367-crore micro loans in Assam, more than 50 percent is by Bandhan Bank
BUSINESS
Markets in 2021: Here’s what to expect
We see an upside bias in markets in the near term as there is significant potential for further weakness in the dollar
BUSINESS
PVR – What has triggered another fundraising plan?
The board of PVR, the largest multiplex operator of the country, has approved fund raising of up to Rs 800 crore through the issue of equity (or other instruments)
BUSINESS
Aavas Financiers: Is the premium valuation justified or is it an overreaction?
Aavas’s stock price can move in line with earnings growth, which is likely to be strong over the next few years
BUSINESS
Weekly tactical pick -- ICICI Securities
Combined macro (favorable sectoral trends) and micro (lesser costs due to digitisation) factors have enhanced ICICI Securities’ earnings
BUSINESS
Will HDFC Bank’s brake on credit card sourcing translate into business gains for SBI Cards?
While the stock price of SBI Cards has recovered almost 70 per cent from the low seen in May, it is still just 9 per cent above the issue price
BUSINESS
Bajaj Finance: What should investors do after weak Q2 performance and muted guidance?
Slower growth, deteriorating asset quality and stretched valuation are the three big risks for the Bajaj Finance stock
BUSINESS
CSB Bank: Q2 earnings surge, will stock price follow?
CSB Bank is well on track to transform into a new-age private sector bank
BUSINESS
Indostar Capital – valuation re-rating on the cards?
The equity capital infusion has strengthened Indostar’s capital and liquidity position and its ability to grow the book organically
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.
