Madhuchanda Dey Moneycontrol Research Highlights - Gold financing is a highly insulated pocket of lending - Muthoot and Manappuram have smartly rallied from March lows - Muthoot a winner so far because of low share of non-gold businesses - For Manappuram asset quality performance of non-gold subsidiaries a key concern - Manappuram valued at a discount and could rally if covid scare wanes, ideal for a risk taker - Muthoot to offer moderate return from hereon, buy on correction Surging gold prices and short tenure fully secured loans have...
Moneycontrol Pro Panorama | Where’s the import threat?
Jun 5, 2023 / 02:55 PM IST
In today’s edition of Panorama: Global food inflation brings good tidings, Musk joins chorus against US's China policy, India's...Read Now
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Apr 22, 2023 / 11:16 AM IST
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