BUSINESS
HDFC Bank at an inflection point after consolidation in FY25
The private bank is well placed to benefit from improved liquidity and the interest rate-cut cycle
BUSINESS
ICICI Bank — Will the re-rating continue?
The bank puts up a strong show in FY25 amid sectoral concerns
BUSINESS
This general insurer’s profitability bucks the industry trend
The shift in product mix towards health should augur well for ICICI Lombard
BUSINESS
RBI rate cut, stance shift signal dovish intent to counter global uncertainty
With inflation cooling and global headwinds intensifying, the central bank has pivoted from a neutral to an accommodative stance, signaling a clear shift in focus from inflation control to growth revival. As domestic indicators stay mixed and external risks loom large, RBI’s latest policy response aims to shore up confidence and bolster the economic recovery ahead
BUSINESS
Should investors bet on banking stocks as credit growth moderates?
Growth in personal loans has fallen off the cliff while growth in gold loans has surged
BUSINESS
Should investors bet on a potential stake sale in this mutual fund?
UTI AMC is one of the top 10 mutual fund houses in the country
BUSINESS
Does this mid-sized private bank offer good risk-reward potential?
Net advances increased to Rs 47,780 crore by December 2024, registering a 23% growth YoY
BUSINESS
Will Germany’s fiscal boost fire up Indian defence stocks?
Germany’s upper house late last week voted in favour of reforming the German “debt brake”, paving the way for a €1-trillion defence and infrastructure investment package
BUSINESS
SBI Life: Risk of a cap on bancassurance overplayed, buy for long term
SBI Life continues to maintain its leadership position among private life insurers
BUSINESS
Should investors bet on IDBI Bank’s disinvestment?
The real attraction for the potential buyer will be IDBI Bank’s huge deposits of Rs 282,000 crore as of December last year
BUSINESS
Investing in the Cash Economy: Why CMS Info Systems stands out
The company’s financial profile remains strong, aided by steady revenue growth, solid margins, healthy order book, and earnings visibility
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
