BUSINESS
Are MFI players staring at a bumpy road ahead?
The farm loan waiver scheme recently announced by Telangana could put stress on lenders and spoil the credit culture in the country
BUSINESS
Will a possible move to reduce F&O trading by retailers derail the BSE stock rally?
While the BSE is the best proxy to play the buoyant equity markets and rising inflows into equity mutual funds, a potential action to reduce retail F&O trading is unnerving
BUSINESS
Which stock is well positioned to play the IPO rush in Indian markets?
The depository space is likely to benefit both from a strong secondary market and a booming primary market
BUSINESS
Why should investors book profits in Go Digit and switch to ICICI Lombard?
ROE track record and cheaper valuation work in favour of the bank-backed insurer
BUSINESS
Is Muthoot Microfin’s huge valuation discount to CreditAccess Grameen justified?
Solid financial performance in FY24 and upbeat guidance for FY25 augur well for the stock
BUSINESS
What is the macro impact of a weaker NDA mandate?
Fiscal consolidation to continue though there could be a shift in the expenditure pattern
BUSINESS
Why these housing finance stocks should be on your radar, even if a new government with a reduced majority comes to power
Housing’s importance in the economy and the demand for affordable housing means policy support will continue, resulting in growth opportunities for housing finance companies
BUSINESS
What should investors expect after the exit polls?
The broad policy support for economic growth, underscored by the potential strong victory of the BJP in the elections, will provide the momentum to stock markets
BUSINESS
LIC FY24: Healthy performance, big boost can come with composite licence
The insurance behemoth’s low valuation is the main attraction. If composite licences are allowed, it will enable LIC to foray into the health insurance sector as well.
BUSINESS
Protean Tech – Should investors consider the stock even after muted earnings performance?
The company, with non-linear growth potential, is one of the best plays on India’s digital theme
BUSINESS
What does RBI’s bonanza to the government mean for interest rates, equity markets?
All the stars are aligned for lower interest rates in India even as uncertainty looms over timing of US Fed’s rate cut decision
BUSINESS
Which housing finance stock is worth a bet?
Among the HFCs, affordable housing finance is the fastest growing sub-segment
BUSINESS
What makes us cautious on BSE despite a solid performance in FY24
As the frenzied growth in India’s equity options market is unnerving regulators and policymakers, regulatory costs can potentially rise for BSE
BUSINESS
Medi Assist: Strong business growth, but margin momentum moderates
Synergies from acquisitions can improve margins over the next 3-4 quarters
BUSINESS
Should investors bet on the pricey Go Digit IPO?
Scaling up the business along with maintaining low claims and improving return ratios will be a tall task
BUSINESS
SBI – solid FY24, offers favourable risk-reward
The bank recorded the highest-ever profit while loan growth was healthy
BUSINESS
Should investors subscribe to Aadhar Housing Finance’s IPO?
The company is well poised to leverage the growth opportunities in affordable housing finance segment
BUSINESS
CSB Bank’s subdued show in Q4 is just a blip
The bank hugely benefits from a gold loan portfolio that has higher yields, low credit costs, and lower risk weights
BUSINESS
Star Health Insurance – Why the healthy FY24 earnings show isn’t reflecting in the stock
A composite licence could be a big disruptor as the standalone health insurer’s business relevance will be in question
BUSINESS
Why shouldn’t investors sell BSE despite the potential hit to future profits?
Large cash on the books can be expected to be returned to shareholders by way of higher dividend payouts or buybacks
BUSINESS
ICICI Bank FY24 – steady show, re-rating to continue
The surge in profit was aided by the growth in advances and a decline in credit costs
BUSINESS
Why should investors avoid Bajaj Finance in spite of robust FY24 earnings?
FY24 performance is the peak for Bajaj Finance in all likelihood
BUSINESS
360 ONE Wealth – strong finish to FY24
The annuity kind of business makes the company an attractive proposition even at the current valuation
BUSINESS
HDFC Bank: Q4 indicates preference for profitability over growth
In the medium to long term, earnings growth is likely to rebound as margins are expected to expand gradually as the bank replaces market borrowings with low-cost deposits
