BUSINESS
AU Small Finance Bank best suited to transition to universal bank per new RBI guidelines, say brokerages
Brokerages are positive on AU Small Finance Bank, which emerges as a top contender to transition to a universal bank, according to the RBI's latest guidelines.
BUSINESS
Private hospitals poised for growth on rising healthcare spends, market share, expansion plans: Anand Rathi
Anand Rathi predicts private hospitals will dominate India's healthcare system as government funding falls short. It recommends buy on Max Healthcare, Rainbow Children’s Medicare, KIMS and Jupiter Life Line Hospitals,
BUSINESS
Nestle India Q4 review: Brokerages mixed despite earnings beat, inflation to pressure margins
Nestle India Q4: Brokerages remained mixed on their outlook, cite commodity inflation pressure, Cerelac controversy
BUSINESS
HUL in Q4: Revenue buoyed by premiumisation, rural recovery hinges on monsoon
HUL's volumes should increase in the first half of FY25, while full revenue recovery will be visible in 2HFY25, said experts
BUSINESS
Tata Consumer Q4 review: Brokerages bullish despite 19% profit fall, shares tank 5%
Tata Consumer's strong EBITDA margin expansion in the non-branded segments and its international business, said analsyts.
BUSINESS
Hindustan Unilever Q4 Preview: Price cuts, slow demand, regional competition to hurt topline
The hike in royalty payments to parent Unilever are likely to adversely impact HUL's EBITDA margins, say experts
BUSINESS
Market correction inevitable as NDA’s 400-seat mission less likely to transpire, says Bernstein
If election results are not in favour of current market predictions and expectations, markets will see an "inevitable correction," as per Bernstein
BUSINESS
Do the rally in metals, other commodities, hint at reflation trade?
During periods of reflation trade, investors turn overweight on sectors or assets that will gain from rising inflation
BUSINESS
Infosys trades lower after Q4 earnings miss expectations, brokerages slash targets
Infosys Q4: Brokerages cut target prices on management’s commentary alluding to weak discretionary spends for the upcoming fiscal
BUSINESS
How Howard Marks' advice on risk can help investors in the small, mid-cap spaces
Not every effort will be rewarded with high returns, but hopefully enough will do so to produce success over the long term, said Howard Marks
BUSINESS
Zomato largest gainer, most expensive stock among global peers. Has the stock peaked out?
When compared to certain global delivery peers, who are facing concerns with scaling up and seeing pressure on margins, market experts are predicting a continued rise in Zomato.
BUSINESS
Gold likely to continue record-breaking streak as Middle East tensions simmer
For extreme geopolitical risks, only gold and silver display consistent safe-haven properties, per experts.
BUSINESS
How will Asian central banks navigate their monetary policies if Fed doesn’t cut rates this year?
The RBI could stop taking cues from the Fed if the domestic growth-inflation condition necessitates an easing, according to Nomura.
BUSINESS
Market valuations may be stretched but there are pockets of value, say experts
While some investors say valuations are unjustifiable going by the historic averages, others say it may well be deserved, given the strong fundamentals of the Indian economy
BUSINESS
Sensex @ 75,000: Here are stocks analysts are most bullish on
Analysts are bullish on banking majors, with ICICI Bank, HDFC Bank, Axis Bank and IndusInd Bank seeing the maximum buy calls from brokerages
BUSINESS
India stocks @ Rs 400 trillion: What the ‘Buffett indicator’ tell us about the future course
Market experts say that the ongoing bull run in India is unparalleled in terms of wealth generation, yet caution is advised due to the sustained upward trend and frothy valuations.
BUSINESS
What are dark pools and why does India avoid them?
The participants in dark pools are usually institutional investors who want to hide their trades from market scrutiny and avoid stock price fluctuation
BUSINESS
Simmering crude prices may reignite inflation fears, weigh on markets
As oil prices gained, so did fears around the Federal Reserve's ability to cut interest rates this year.
BUSINESS
How India's big business groups are cashing in on the IPO frenzy
The growing investor appetite for quality stocks is driving India’s large conglomerates to list group companies after a long break
BUSINESS
Delving into Daniel Kahneman: Top theories on decision making, rationality and bias
In his works, Daniel Kahneman attempted to debunk the belief that human beings are rational beings who act out of self-interest.
BUSINESS
ICICI Bank faces backlash for attempting to sway minority voters on ICICI Securities' delisting
Retail shareholders reported that employees of ICICI Bank have been contacting them in an attempt to sway the voting process.
BUSINESS
From El Niño to La Niña: What the weather patterns mean for FMCG companies, rural demand, sticky food inflation
A shift from El Niño to La Niña generally brings positive implications for consumption-based companies in India as rainfall improves.
BUSINESS
What the Fed’s rate cut decisions mean for various asset classes
The Fed's decision to hold rates while signalling future cuts sent markets soaring, with gold hitting new highs, bond yields dropping, leading investors to analyse its implications across various asset classes
BUSINESS
IT stocks bleed as Accenture lowers guidance, Nomura pessimistic on TCS, Wipro, LTIMindtree, L&T Tech
Following Accenture's downward revision of revenue guidance, there are some fears raised on the pace of the revenue recovery for Indian IT.
