BUSINESS
ICICI Bank Q1 FY25: consistent performance, re-rating to continue
Profit surge aided by a growth in advances, contained operating expenses, and a decline in credit costs
BUSINESS
The Union Budget does not alter the investment case for gold
Whether physical or digital (SGBs and ETFs), investors will remain largely unaffected by the government’s latest move
BUSINESS
Bajaj Finance Q1 FY25 – Profit dragged down by higher provisions
Ability to maintain asset growth and sustain profitability is an area of concern
BUSINESS
Which housing finance stocks will benefit from higher budget allocation for PMAY?
Housing has a high multiplier effect with a host of forward and backward economic linkages
BUSINESS
Protean to be a key gainer from Budget's digital push, wider NPS ambit
The Union Budget has emphasised building digital infrastructure across sectors and Protean is a pioneer in this field
BUSINESS
ICICI Lombard Q1 FY25: Strong growth justifies premium valuation
The insurer has scope to further improve return ratios and market share
BUSINESS
HDFC Bank Q1 FY25 – no major improvement, loan growth to lag deposit curve in near term
Earnings growth was impacted by the merger and likely to remain muted in the near term
BUSINESS
HDFC Life Q1 FY25: Healthy growth, encouraging guidance
The management expects value of new business to double in four years, despite the adverse impact of regulatory changes on margins.
BUSINESS
Will the upcoming Union Budget 2024 bring cheer to the bond markets?
With the help of a bumper transfer from the RBI, the government is likely to don the hat of both a “fiscal hawk”, by fast-pacing fiscal consolidation, and a “growth-driving dove” through higher revenue spending
BUSINESS
This is the best stock to play robust inflows into mutual funds
Rising mutual funds flows and digitisation are going to benefit this RTA immensely
BUSINESS
US elections: What is in store for geopolitics and markets?
Equity markets have broadly performed well under both regimes historically
BUSINESS
Should investors bet on DCB Bank?
Though the bank’s deposit profile is weak, it is showing signs of improvement. The bank’s operating efficiency can improve with business growth, and the stock valuation is attractive.
BUSINESS
What's the macro impact of India’s debut on global bond index?
The inclusion of IGBs in JP Morgan index will increase foreign exposure, leading to the government being more fiscally prudent, and lower the government’s borrowing costs
BUSINESS
Are MFI players staring at a bumpy road ahead?
The farm loan waiver scheme recently announced by Telangana could put stress on lenders and spoil the credit culture in the country
BUSINESS
Will a possible move to reduce F&O trading by retailers derail the BSE stock rally?
While the BSE is the best proxy to play the buoyant equity markets and rising inflows into equity mutual funds, a potential action to reduce retail F&O trading is unnerving
BUSINESS
Which stock is well positioned to play the IPO rush in Indian markets?
The depository space is likely to benefit both from a strong secondary market and a booming primary market
BUSINESS
Why should investors book profits in Go Digit and switch to ICICI Lombard?
ROE track record and cheaper valuation work in favour of the bank-backed insurer
BUSINESS
Is Muthoot Microfin’s huge valuation discount to CreditAccess Grameen justified?
Solid financial performance in FY24 and upbeat guidance for FY25 augur well for the stock
BUSINESS
What is the macro impact of a weaker NDA mandate?
Fiscal consolidation to continue though there could be a shift in the expenditure pattern
BUSINESS
Why these housing finance stocks should be on your radar, even if a new government with a reduced majority comes to power
Housing’s importance in the economy and the demand for affordable housing means policy support will continue, resulting in growth opportunities for housing finance companies
BUSINESS
What should investors expect after the exit polls?
The broad policy support for economic growth, underscored by the potential strong victory of the BJP in the elections, will provide the momentum to stock markets
BUSINESS
LIC FY24: Healthy performance, big boost can come with composite licence
The insurance behemoth’s low valuation is the main attraction. If composite licences are allowed, it will enable LIC to foray into the health insurance sector as well.
BUSINESS
Protean Tech – Should investors consider the stock even after muted earnings performance?
The company, with non-linear growth potential, is one of the best plays on India’s digital theme
BUSINESS
What does RBI’s bonanza to the government mean for interest rates, equity markets?
All the stars are aligned for lower interest rates in India even as uncertainty looms over timing of US Fed’s rate cut decision
