BUSINESS
ICRA downgrades Aspire Home Finance: Here’s how it will impact Motilal Fin Services
Despite weak performance in housing finance subsidiary, expected buoyancy in the capital markets along with growth in the fee-based businesses should support MOFS’ future earnings.
BUSINESS
L&T Finance Holdings: Well positioned in high growth segments
LTFH redefined its business strategy to achieve top quartile return on equity (RoE) by FY20 or earlier and is well on track to deliver on its stated objective.
BUSINESS
Motilal Oswal: Investors with an appetite for some volatility can accumulate for the long term
By positioning itself as a diversified capital market player, not just a broking entity, it stands to benefit from the structural growth in the sector.
BUSINESS
Sundaram Finance: A long term compounder
The demonstrated track record of stable and profitable growth across business cycles, established franchise with experienced senior management team, good overall asset quality makes Sundaram Finance a worthy inclusion in the portfolio.
