BUSINESS
Hike in print media ad rates to give much-needed impetus to sector
BUSINESS
Quick take | Inflows into equity MFs moderate further in December but SIP flows hit a new high
Liquid or money market funds saw outflows of Rs 1.49 lakh crore in December 2018
BUSINESS
Bandhan Bank acquires Gruh Finance – East meets west but focus to stay on bottom of pyramid
BUSINESS
China slowdown takes a bite out of Apple, but could it give teeth to Indian markets?
BUSINESS
Quick Take | Mega bank merger: Swap ratio sweetens deal for BoB shareholders
The merged entity will be the country's third-largest lender after SBI and HDFC Bank with total assets of over Rs 10 lakh crore.
BUSINESS
Non–life insurers report healthy premium growth; prefer ICICI Lombard
BUSINESS
India becomes world's 7th largest stock market by mcap; stocks that could benefit from its rise
The US dominates the global ranking, with $27 trillion mcap, followed by China, Japan, Hong Kong, UK, France and India.
BUSINESS
Enhanced recapitalisation for PSBs: Should the Street cheer?
The government’s capital infusion plan clearly intends to shrink the PCA list
BUSINESS
RBI steps in as liquidity deficit widens
Net liquidity of the banking system continues to be in deficit mode for the 10th consecutive week prompting RBI to scale up liquidity infusion
BUSINESS
HC refuses interim relief to Kotak Mahindra Bank; Here’s what investors need to know
In response to the writ petition filed by Kotak Mahindra Bank (KMB), the Bombay High Court has refused to stay the December 31 deadline for promoter stake dilution.
BUSINESS
Here’s what to expect from the markets in 2019
BUSINESS
Govt’s stake sale in REC to PFC more about fiscal math than operational synergies
In a similar deal last fiscal, GOI sold its 51 percent stake in HPCL to ONGC and managed to raise Rs 36,915 crore.
BUSINESS
Credit growth well in excess of nominal GDP growth, but will it sustain?
Overall credit pie will still continue to expand at healthy pace as NBFCs are expected to cede their market share in favor of banks, giving boost to the banking system credit growth.
BUSINESS
What Edelweiss' reported stake sale in wealth, AMC business means for stock
While there are multiple growth levers in the long term, potential stake sale in fee based business can be an immediate trigger for the stock
BUSINESS
Housing finance cos to benefit most from RBI’s easing of portfolio sell-down norms
RBI's relaxation would primarily benefit HFCs where the loan tenure is typically more than 5 years with greater proportion HFCs’ loan book now becoming eligible for securitisation.
BUSINESS
Is promoter stake sale in Zee for survival or growth?
With the rules of the game being redefined by the disruptors with formidable balance sheet, there is a potential downside risk to the business valuation of TV broadcasters
BUSINESS
Motilal Oswal Fin Services: A capital market player with fortune now tied to housing finance biz
MOFS's fee based businesses have scaled up well over the last few year but its overall performance is dragged down by the housing finance subsidiary, Aspire
BUSINESS
JK Paper: High earnings growth with potential upside trigger; buy
Macro factors such as favourable demand–supply dynamics and micro factors like increased capacity and operating efficiency will continue to aid JK Paper’s profitability
BUSINESS
Mutual fund flows in October resilient despite 5% fall in Nifty
Strong domestic mutual fund inflows into equities continue to more than offset the lackluster FPI flows in the recent years
BUSINESS
Govt call for special treatment of NBFCs may be unwarranted as liquidity easing
Current situation is more a crisis of confidence and not a full blown liquidity crisis. Hence, a special liquidity window for NBFCs at this point in time can boomerang by denting the confidence of market participants.
BUSINESS
ICICI Prudential vs HDFC Life: Which life insurance stock offers better value?
Listed private insurers have gained a significant edge over agency-led insurers and are now witnessing accelerated growth
BUSINESS
Bajaj Finance Q2: Company can weather industry storm; must-buy for long term
We see high interest rates as a speed breaker, not a derailment, in the BFL’s long journey upward
BUSINESS
Sharp fall of NBFCs after Supertech’s default: Overreaction or justified?
Nervousness in the stock market and fears of a liquidity squeeze for NBFCs creating solvency issues for real estate players are the reasons for the free fall in NBFC shares post Supertech’s default.
BUSINESS
DCB Bank: Steady Q2; buy for the long term
While the Q2 FY19 earnings were better-than-expected, further improvement in profitability hinges a lot on operating efficiency and could take longer than envisaged
