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
BUSINESS
ICICI Prudential Life: Poised to deliver strong growth
After 4-5 years of no growth and only margin expansion, ICICI Pru has delivered robust growth in the past four quarters
BUSINESS
DAM Capital: Will the IPO strike a deal with investors?
It is a relatively cheaper option to play the IPO rush in the equity markets
BUSINESS
What makes Prudent Corporate Advisory a worthy stock despite pricey valuation
Given its asset-light business model, Prudent generates a healthy free cash flow that can be used as a war chest for inorganic growth during a downturn in equity markets
BUSINESS
Which are the best stocks to play the strong growth in the mutual fund industry?
The robust growth in MF AUM is driven by sustained net equity inflow and a big rally in equity markets
BUSINESS
Niva Bupa: What should investors do after a sharp rally in the stock price?
While the company is growing at a fast pace, the proposed composite licence in the insurance sector is one big impediment Niva Bupa may face
BUSINESS
No rate cut from RBI, but liquidity-easing step will keep rates low
Central bank lowers growth estimate for FY25; inflation estimate revised upwards
BUSINESS
CDSL – Valuation full, but earnings growth can drive stock upside
CDSL posted solid earnings in Q2 FY25 and the stock valuation is full. However, MC Pro lists the reasons that can drive further stock upside
BUSINESS
Medi Assist’s Q2 steady, a good proxy for health insurance
The TPA has demonstrated the ability to acquire companies in related businesses, successfully integrate them, and scale them up
BUSINESS
Will the robust BSE Q2 earnings translate into further stock upside?
The bourse is vulnerable to weakness in equity markets and adverse regulatory changes, both of which can negatively impact volumes and profits
BUSINESS
Protean — Modest earnings in Q2, but huge headroom for growth
Stock valuation justified by dominant market position, unique business moats, and tailwinds from digital penetration
BUSINESS
SBI Q2 FY25: Steady performance, good risk-reward potential
The stock is undervalued and some positive news flow can lead to a re-rating
BUSINESS
Niva Bupa Health Insurance IPO: Should investors subscribe?
Low penetration of health insurance, high out-of-pocket expenses, consistently higher healthcare inflation, and increased awareness are some of the structural factors that will drive the demand for retail healthcare insurance
BUSINESS
CAMS: Good show in Q2, but should one buy the stock at this valuation?
Given the strong tailwinds in the MF industry and CAMS’s vantage positioning, the stock can be a long-term compounder
