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
BUSINESS
CDSL – Should investors consider this stock in a wobbly market?
The company is a good play on the rising digitalisation in the financial services businesses
BUSINESS
Does the sharp fall in stock price of CAMS present an opportunity?
Given the tailwinds in the MF industry and the vantage positioning of CAMS, the stock is a long-term compounder
BUSINESS
Why investors should consider this stock, a proxy for health insurance growth
TPAs are a relatively stable play on the overall growth of the health insurance industry
BUSINESS
RBI’s policy pivot to support growth, external volatility demands cautious approach
Though the central bank cut the policy repo rate, it retained the neutral stance
BUSINESS
SBI Q3 FY25 – strong performance, valuation attractive
Healthy top line along with buoyant asset quality will drive earnings in FY25
BUSINESS
What would drive Protean stock upside after muted Q3 FY25 show?
Outlook promising as the share of new business could rise meaningfully over the next 2-3 years
BUSINESS
Trade war 2.0: How should investors position themselves when volatility is the only constant?
Investors should focus on sectors that have strong earnings visibility with solid policy backdrop
BUSINESS
All eyes now on RBI after Budget 2025 gives growth a push, sticks to fiscal prudence
The central bank will take cues from the Centre’s stance and likely deliver a rate cut next week
BUSINESS
How will the insurance FDI hike in Budget 2025 benefit the sector?
The move may prompt a bigger number of foreign players to look at the Indian market
BUSINESS
Will Budget 2025 help boost the rally in bonds?
Demand-supply situation will remain favourable for Indian bonds and the fiscal math for FY26 is likely to help sustain the rally
BUSINESS
Bajaj Finance – Is there a case for stock upside after the sharp compression in valuation?
Asset growth strong and margin almost stable, but net profit grew at a lower-than-usual pace
BUSINESS
360 ONE Wealth: Organic growth drives Q3 earnings, inorganic growth to solidify market position
The acquisition of B&K Securities will enhance research, advisory, and execution capabilities of 360 ONE WAM
BUSINESS
ICICI Bank Q3 FY25 – No negative surprise is a positive
The bank’s profit growth was aided by a healthy growth in advances, contained operating expenses, and low credit costs
BUSINESS
Will the Street take note of HDFC Bank’s healthy show amid an uncertain environment?
Return ratios are healthy, performance is improving, valuation reasonable, and there are a couple of near-term catalysts for the stock
BUSINESS
Should investors bet on HDFC AMC in volatile equity markets?
The AMC has a strong brand recall, favourable asset mix, multi-channel distribution network, and an experienced management
BUSINESS
Will it be shock or celebration for Indian equities as Trump 2.0 kicks off?
The US President’s proposed policy steps can have a far-reaching impact on global markets, with the possibility of emerging markets seeing a relief rally
BUSINESS
ICICI Lombard Q3 FY25: Growth moderates, profitability improves
Over the past few years, the insurer has strengthened its market position by accelerating both organic and inorganic growth. However, in the retail health business the company has a lot of catching-up to do
BUSINESS
What does the fall in F&O volume after regulatory measures mean for BSE?
The BSE’s stock price has remained stable even after the decline in F&O volumes. This, however, doesn’t mean that the BSE is a good bet, given that various other factors are at play.
BUSINESS
Pre-earnings updates of banks signal a fall in credit off-take
Growth in personal loans has fallen off the cliff, while growth in gold loans has surged
BUSINESS
Why will water infra stocks be in focus in 2025?
Spatial shortage makes it crucial for India to manage its water resources judiciously
