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
BUSINESS
MC Pro Quick Take: HDFC Life posts muted numbers in FY24, budgetary changes cast a shadow
HDFC Life posted flat annualised premium equivalent in FY24 as the changes introduced in the Budget 2023 impacted its high-ticket sized business
BUSINESS
ICICI Lombard FY24: Strong growth with improved profitability
One of the key performance catalysts will be the growth in the health business
BUSINESS
Israel, Iran trade punches – What it means for Indian markets
Though the domestic economy looks promising, equities may remain volatile in the near term
BUSINESS
360 ONE Wealth – This proxy for capital markets is at a vantage point
The company is investing in high opportunity new business segments
BUSINESS
What do Q4 updates of leading banks indicate?
Given the elevated CD ratio, deposit growth trend becomes very crucial
BUSINESS
SBFC Finance: Riding high on MSME credit growth cycle
Plans to add 25-30 branches annually, with a rising share of co-origination loans
BUSINESS
PB Fintech on a sticky wicket as Bima Sugam launch looms
Bima Sugam could be a game changer and ‘UPI moment’ in the insurance sector
