BUSINESS
Will 2019 be the beginning of end for TV broadcasters?
With increasingly data being consumed on 4x5 inch screens, the Indian media and entertainment (M&E) sector is set for a major overhaul
BUSINESS
Inflows in equity mutual funds receding, but SIPs holding up
MUTUAL-FUNDS
If active funds continue to underperform, passive funds will get an edge
Overall, the core–satellite approach to mutual fund investing can maximize risk-adjusted returns for investors.
BUSINESS
SBI delivers strong Q3 numbers as loan growth accelerates and asset quality improves; long-term buy
BUSINESS
Budget 2019:PM Kisan Samman Nidhi - A relatively better way to support farmers but still not the most ideal
It is a welcome move as unlike loan waivers, direct income support doesn’t adversely impact the banking system, At the same time, PM Kisan will boost rural consumption
BUSINESS
HDFC Q3 review – Stable performance continues; must buy
BUSINESS
Bajaj Finance Q3: Robust performance in a tough environment; buy on dips
BUSINESS
Cobrapost's allegations against DHFL unlikely to affect broader market, but liquidity situation fragile
BUSINESS
First Cut | Aided by healthy loan growth, HDFC posts stable performance in Q3
While the core mortgage business is on a stable growth trajectory, the financial conglomerate also stands to gain from equally strong performance of its subsidiaries.
BUSINESS
First Cut | Bajaj Finance Q3 show makes it stand out in the troubled NBFC space
Bajaj Finance's growth journey continues not deterred by macro factors
BUSINESS
ICICI Prudential or HDFC Standard: Which life insurance stock offers better value?
BUSINESS
Quick Take | Zee Entertainment recovers, but many other Essel group companies under pressure
The other group stocks are expected to continue to be under pressure until clarity emerges on pledged shares.
BUSINESS
Should investors consider Zee Entertainment after recent events?
BUSINESS
ICICI Bank: Impact on the stock due to CBI implicating former CEO, if any, will be temporary
Chanda Kochhar’s resignation has helped draw the line under the ructions that held back the lender’s stock price
BUSINESS
HDFC AMC Q3 review: AUM growth led by liquid funds, should investors cheer?
BUSINESS
Quick Take | ICICI Pru Life reports muted earnings in 9M FY19 but on track to grow protection biz
The share of ULIPs in total new business annualised premium equivalent stood at 81 percent, while that of the protection business improved further to 8.6 percent
BUSINESS
Quick Take | HDFC Life posts steady performance with focus on protection business
In terms of business mix, the share of ULIPs increased to 59 percent in 9M FY19 vs 57 percent in FY18 and remained well within the management’s guided range of 50 percent -60 percent.
BUSINESS
Quick Take | Accelerated balance sheet growth continues for HDFC Bank in Q3
HDFC Bank has been the most consistent performer on the street for many years delivering earnings growth in the high-teens.
BUSINESS
Quick Take | ICICI Lombard reports solid premium growth in Q3
ICICI Lombard has consolidated its position as the largest private non-life player and overall fourth largest player in the general insurance industry.
BUSINESS
Motilal Oswal posts a weak Q3 on higher losses in Aspire, slowdown in capital market business
BUSINESS
Weekly Tactical Pick: High earnings growth, potential upside make JK Paper a worthy buy
JK Paper is well-positioned due to its strong market position, with a presence in high quality paper segments, cost leadership and integrated production capacities
BUSINESS
Quick Take | Zee reports strong Q3 nos, all eyes on impending promoter stake sale
Revenue increased 18% YoY driven by healthy growth in advertising revenue (21.7% YoY) and spike in subscription revenue (23.3% YoY)
BUSINESS
Quick Take | Paper sector gets largest FDI ever; should Street cheer?
With total investment of roughly Rs 24,000 crore ($3.5 billion) , Asia Pulp and Paper (APP) to set up India’s largest paper mill with a capacity of a staggering five million tonnes per annum
BUSINESS
Quick Take | Bandhan Bank Q3 review – Strong growth, fully provided for IL&FS exposure
The lender's advances book grew at an accelerated pace of 46% YoY in Q3, increasing to Rs 35,599 crore.
