VICTORIS
Budget Express 2026

co-presented by

  • LIC
  • JIO BlackRock

ASSOCIATE SPONSORS

  • Sunteck
  • SBI
  • Emirates
  • Dezerv

Neha Dave

Principal Research Analyst

moneycontrol.com

Quick Take | Bandhan Bank Q3 review – Strong growth, fully provided for IL&FS exposure

BUSINESS

Quick Take | Bandhan Bank Q3 review – Strong growth, fully provided for IL&FS exposure

The lender's advances book grew at an accelerated pace of 46% YoY in Q3, increasing to Rs 35,599 crore.

Hike in print media ad rates to give much-needed impetus to sector

BUSINESS

Hike in print media ad rates to give much-needed impetus to sector

Quick take | Inflows into equity MFs moderate further in December but SIP flows hit a new high

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

Bandhan Bank acquires Gruh Finance – East meets west but focus to stay on bottom of pyramid

BUSINESS

Bandhan Bank acquires Gruh Finance – East meets west but focus to stay on bottom of pyramid

China slowdown takes a bite out of Apple, but could it give teeth to Indian markets?

BUSINESS

China slowdown takes a bite out of Apple, but could it give teeth to Indian markets?

Quick Take | Mega bank merger: Swap ratio sweetens deal for BoB shareholders

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.

Ideas for Profit: 3 factors that make International Paper APPM a compelling buy

BUSINESS

Ideas for Profit: 3 factors that make International Paper APPM a compelling buy

Non–life insurers report healthy premium growth; prefer ICICI Lombard

BUSINESS

Non–life insurers report healthy premium growth; prefer ICICI Lombard

Ideas for Profit: Aavas Financiers, a quality affordable housing play at reasonable valuations

BUSINESS

Ideas for Profit: Aavas Financiers, a quality affordable housing play at reasonable valuations

Given the high growth potential, experienced management along with a well-capitalised balance sheet, Aavas is well poised for the next leg of growth

India becomes world's 7th largest stock market by mcap; stocks that could benefit from its rise

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.

Enhanced recapitalisation for PSBs: Should the Street cheer?

BUSINESS

Enhanced recapitalisation for PSBs: Should the Street cheer?

The government’s capital infusion plan clearly intends to shrink the PCA list

RBI steps in as liquidity deficit widens

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

Ideas for Profit | Jagran Prakashan, DB Corp to be key beneficiaries of election season

BUSINESS

Ideas for Profit | Jagran Prakashan, DB Corp to be key beneficiaries of election season

Isn’t the newspaper industry, one of oldest pillars of the media and entertainment sector, on the brink of extinction with the advent of the digital world? We don’t think so

HC refuses interim relief to Kotak Mahindra Bank; Here’s what investors need to know

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.

Here’s what to expect from the markets in 2019

BUSINESS

Here’s what to expect from the markets in 2019

Govt’s stake sale in REC to PFC more about fiscal math than operational synergies

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.

Credit growth well in excess of nominal GDP growth, but will it sustain?

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.

Ideas for Profit | IndoStar Capital Finance: Sound fundamentals at compelling valuations

BUSINESS

Ideas for Profit | IndoStar Capital Finance: Sound fundamentals at compelling valuations

Current valuation prices in most concerns making it a worthy long term bet

What Edelweiss' reported stake sale in wealth, AMC business means for stock

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

Housing finance cos to benefit most from RBI’s easing of portfolio sell-down norms

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.

Pressure mounting on profitability of housing finance companies; Buy HDFC

BUSINESS

Pressure mounting on profitability of housing finance companies; Buy HDFC

Challenging times ahead for housing finance companies amidst tight liquidity scenario

2 stocks that stand to benefit from improved profitability of paper sector

BUSINESS

2 stocks that stand to benefit from improved profitability of paper sector

Timely expansion of the existing capacity and relative advantage in sourcing input are the key differentiators that will drive the future profitability of paper companies

Is promoter stake sale in Zee for survival or growth?

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

Motilal Oswal Fin Services: A capital market player with fortune now tied to housing finance biz

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

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347