BUSINESS
CSB Bank: Best proxy for growing gold loan business
Higher fee income and negative credit costs are the key positives
BUSINESS
Tweak in Diwali portfolio — Medi Assist replaces Star Health
The proposal to allow composite licensing in the insurance sector does not augur well for Star Health. Since Medi Assist is a TPA, it is a relatively stable play on the insurance sector
BUSINESS
What explains the huge stock underperformance of Star Health Insurance?
Star Health managed to report underwriting profit in 9M FY24 which is a rare feat as most multiline general insurers reported underwriting loss
BUSINESS
Mega Trend: Which stock is best suited to play the robust growth in MF assets?
Better to avoid AMC stocks and focus on CAMS, which looks to be the best proxy for the MF growth story
BUSINESS
Protean Tech: Should investors consider the stock after muted Q3 performance?
Its business moats and huge growth opportunities in the digital public infrastructure space outweighs the dull performance in Q3 FY24
BUSINESS
Is there any value remaining in Paytm’s stock?
After the latest developments, revenue growth is likely to decelerate, margins may come under pressure and losses can widen.
BUSINESS
Medi Assist Q3 earnings flat, but future looks promising
Insurers are increasingly depending on TPAs and that augurs well for the company
BUSINESS
LIC – The elephant has started dancing
While the insurer’s low valuation helped the rally in the stock, the financial performance can add momentum, going forward
BUSINESS
What’s Paytm value after price correction?
There is a long a list of concerns that makes the fintech stock a clear avoid at this juncture
BUSINESS
Balanced RBI policy leaves all guessing on the timing of the rate-cut cycle
The central bank’s statement reaffirms its stance of neither being a hawk nor a dove but an owl that is vigilant on inflation
BUSINESS
Should you consider the IPO of Jana Small Finance Bank?
The IPO is priced attractively and there are levers for improvement in return ratios
BUSINESS
Will the BSE stock price mirror Q3 FY24 earnings show?
The BSE has successfully transformed itself from a value stock to a growth stock
BUSINESS
SBI’s Q3 earnings get hit by one-off; valuation undemanding
Asset quality trended better and credit cost continued to surprise positively
BUSINESS
Interim Budget brings cheer to bond markets
The RBI will leverage on the fiscal restraint shown by the central government and is likely to deliver rate cuts in the second half of FY25
BUSINESS
Housing gets a boost in election Budget
PMAY gets higher allocation which should be beneficial for affordable housing
BUSINESS
Interim Budget 2024 is positive for bond yields and banks
RBI’s monetary policy will leverage on the fiscal restraint shown by the central Government and likely deliver rate cuts in second half of CY24
BUSINESS
RBI's move puts an end to Paytm’s elusive banking dream
Corporate governance standards haven’t matched the improving financial performance
BUSINESS
Bajaj Finance: Higher provisions mar Q3FY24 earnings
Decline in margins was largely offset by the improvement in operating leverage, but certain regulatory changes was a dampener for the quarter.
BUSINESS
Which life insurance company should command sector-leading valuations?
SBI Life is best paced given the strong distribution footprint of its parent, lower cost ratios, higher margins, and strong business growth.
BUSINESS
Why 2024 can be the year of bond revival
The possibility of rate cut and the probability of improvement in fiscal math augur well for bond trade
BUSINESS
Should investors load up on the Paytm stock as losses narrow in Q3?
The fintech entity has improved its performance but the loan distribution business may continue to face pressure
BUSINESS
Is ICICI Bank the next HDFC Bank?
Strong performance in Q3 with a robust growth in advances and improving asset quality
BUSINESS
ICICI Lombard 9M FY24: Healthy earnings and upbeat guidance
Health insurance drives growth, while the combined ratio improved
BUSINESS
HDFC Bank – Deposit growth holds the key to stock re-rating
Earnings growth is likely to bounce back as margins are expected to expand gradually
