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
BUSINESS
Jio Financial shifts its focus to secured lending
Multiple levers that offer immense growth opportunities
BUSINESS
Should investors subscribe to Medi Assist IPO?
The bulk of the TPA’s revenue is linked to the premium under management of health insurers
BUSINESS
What makes SBI Life Insurance a core portfolio stock?
Strong distribution network to support the growth of the private life insurer
BUSINESS
Will banks face margin pressure with deposit slackness continuing in Q3?
With asset quality holding up, the key determinant of banks’ profit will be margins and operating efficiency in H2 FY24. In this context, deposit growth trend is very crucial
BUSINESS
Can investors ride growth in MF industry through Prudent Corporate Advisory?
Earnings visibility strong, business model is asset light, operating leverage high, and cash flows robust
BUSINESS
Is there more steam left in DCB Bank’s rally?
Business growth has picked up and profitability is likely to improve
BUSINESS
Which wealth management firm’s stock is a worthy bet?
Valuation and return ratios can be the yardstick to make a choice
BUSINESS
Should investors consider the IPO of this micro-finance company?
Lower cost structure, higher earnings growth are key positives for this MFI
BUSINESS
Protean Tech – Should investors consider this stock, post the listing rally?
The company has a dominant market position in e-governance space, unique business moats, and healthy financials
BUSINESS
Paytm’s sharp price fall – an overreaction or justified?
The fintech company’s valuation certainly appears more reasonable after the price fall, but are all the risks fully priced in is the question investors should be asking
BUSINESS
Should investors consider this micro-finance stock even after a rally?
CreditAccess Gramin’s earnings growth driven by solid fundamentals
BUSINESS
Equity strategy — How will the market react to state election results?
Improved political stability is a positive factor indeed, but elevated valuations mean they will seek support in earnings momentum even though global volatility lurks in the background
