BUSINESS
For Medi Assist, FY25 stands out as a year of consolidation
Healthy growth in premium and margin was strong
BUSINESS
Prudent Corporate – Why investors should be on the sidelines despite strong show in FY25
With the equity market trading in a narrow range, MTM gain is likely to be lower and may not contribute much to the AUM growth
BUSINESS
Steady performance in FY25 for DCB, valuation is the real draw
The combination of a reduction in the cost of funds and a change in the product mix should keep margins steady
BUSINESS
SBI – Steady show in FY25, offers favourable risk-reward
Profit growth aided by healthy loan growth, controlled operating expenses, and contained credit cost even as margin contracted
BUSINESS
Can the Bajaj Finance stock sustain the rally?
FY25 earnings marred by elevated provisions
BUSINESS
Why consider CSB Bank despite subdued earnings in FY25?
CSB Bank has articulated its long-term vision, under which, by FY2030, its loan portfolio will be well-diversified with 20% in gold, 30% in retail, 20% in SME and 30% in wholesale and other businesses.
BUSINESS
Which life insurance company’s stock should investors bet on?
HDFC Life has the most balanced product mix, ICICI Pru has the most diversified distribution mix, and SBI Life has the lowest cost structure
EARNINGS
360 ONE Wealth: Strong finish to FY25; all eyes on inorganic growth strategy outcome
360 ONE has been on an acquisition spree for the past couple of years.
BUSINESS
Quick Take - What will the collaboration with UBS mean for 360 ONE?
The deal will make 360 ONE an invincible player in India’s wealth management industry
BUSINESS
HDFC Bank at an inflection point after consolidation in FY25
The private bank is well placed to benefit from improved liquidity and the interest rate-cut cycle
BUSINESS
ICICI Bank — Will the re-rating continue?
The bank puts up a strong show in FY25 amid sectoral concerns
BUSINESS
This general insurer’s profitability bucks the industry trend
The shift in product mix towards health should augur well for ICICI Lombard
BUSINESS
RBI rate cut, stance shift signal dovish intent to counter global uncertainty
With inflation cooling and global headwinds intensifying, the central bank has pivoted from a neutral to an accommodative stance, signaling a clear shift in focus from inflation control to growth revival. As domestic indicators stay mixed and external risks loom large, RBI’s latest policy response aims to shore up confidence and bolster the economic recovery ahead
BUSINESS
Should investors bet on banking stocks as credit growth moderates?
Growth in personal loans has fallen off the cliff while growth in gold loans has surged
BUSINESS
Should investors bet on a potential stake sale in this mutual fund?
UTI AMC is one of the top 10 mutual fund houses in the country
BUSINESS
Does this mid-sized private bank offer good risk-reward potential?
Net advances increased to Rs 47,780 crore by December 2024, registering a 23% growth YoY
BUSINESS
Will Germany’s fiscal boost fire up Indian defence stocks?
Germany’s upper house late last week voted in favour of reforming the German “debt brake”, paving the way for a €1-trillion defence and infrastructure investment package
BUSINESS
SBI Life: Risk of a cap on bancassurance overplayed, buy for long term
SBI Life continues to maintain its leadership position among private life insurers
BUSINESS
Should investors bet on IDBI Bank’s disinvestment?
The real attraction for the potential buyer will be IDBI Bank’s huge deposits of Rs 282,000 crore as of December last year
BUSINESS
Investing in the Cash Economy: Why CMS Info Systems stands out
The company’s financial profile remains strong, aided by steady revenue growth, solid margins, healthy order book, and earnings visibility
BUSINESS
Should one bet on Prudent after the sharp fall?
The fall in equity markets and consequent MTM loss, no doubt, are key concerns. However, factors like healthy earnings visibility, an asset-light business model, and high operating leverage show that there is still promise
BUSINESS
CSB Bank: Could gold’s glitter lead to a valuation re-rating?
CSB Bank benefits immensely from a gold loan portfolio that has higher yields, low credit costs and lower risk weights, offsetting pressures facing small banks
BUSINESS
Reduction of risk weights on loans to NBFCs: How will RBI’s move impact banks, NBFCs?
While these measures aim to increase banks’ appetite for microfinance loans, given the recent asset quality challenges in this segment, growth will continue to remain muted for microfinance segment in the near term
BUSINESS
Should investors consider DAM Capital amid a market slump?
While investor enthusiasm for the primary market has dwindled, the IPO pipeline still remains strong for CY25
