May 03, 2021 10:26 AM IST
IndusInd Bank is much better prepared to face the challenges of the second wave, armed with capital, excess provision and a high quality balance sheet
- Apr 27, 2021 05:46 PM IST
With more than 25% of Nifty heavyweights poised to declare earnings this week, here is what investors can expect
- Apr 27, 2021 09:10 AM IST
In the current uncertain environment, where India–linked plays face a huge question mark on the earnings trajectory, TechM, with earnings visibility and valuation discount, is a strong candidate to go long on
- Apr 15, 2021 09:28 AM IST
Should there be a correction in the stock of Infosys, it deserves to be added as a value pick.
- Apr 13, 2021 09:31 AM IST
We see strong tailwind for this technology bellwether that should translate into steady predictable earnings growth. TCS is a core portfolio stock to be added on every decline
- Jan 19, 2021 10:17 AM IST
We expect Mindtree’s current valuation discount to peers to narrow as it reverts to its trajectory of industry-leading growth
- Jan 11, 2021 09:06 AM IST
TCS remains our favourite core portfolio stock and investors should look at TCS more as a stock to “buy on any decline”
- Dec 23, 2020 09:31 AM IST
In industries from healthcare to education to finance to manufacturing, the pandemic has forced companies to use technology to reimagine nearly every facet of their operations
- Oct 29, 2020 09:10 AM IST
The valuation of Axis Bank is extremely attractive, especially for finding a place in the long-term portfolio.
- Oct 27, 2020 09:15 AM IST
For many years now, investors had been waiting to see a growth comeback in Kotak Mahindra Bank. With a promise to deliver the same, the stock is set to outperform in coming years
- Oct 20, 2020 09:21 AM IST
While the headline valuation is reasonable, Equitas SFB's IPO does not quite measure up for multiple reasons
- Oct 16, 2020 10:43 AM IST
We are optimistic about Mindtree’s positioning and long-term prospect and would be watchful about adding the stock in correction
- Oct 15, 2020 08:58 AM IST
Given the sharp rally, profit booking may be normal. Any reversal in stock price of Infosys is an opportunity to add for the long term
- Oct 14, 2020 08:34 AM IST
Albeit the rally, Wipro still trades at a discount to its best in class peers and could close the gap should the CEO walk the talk.
- Oct 08, 2020 08:37 AM IST
We would advise investors not to get blinded by the optically expensive valuation of TCS and focus on the emerging opportunity which could be a catalyst for valuation rerating
- Sep 28, 2020 09:27 AM IST
Existing investors should definitely hold on to their position and new investors should look for correction to quietly build a position in Coforge.
- Sep 14, 2020 11:17 AM IST
If the stock of IRCTC remains lacklustre due to the impending headwinds, it may be a great idea to gradually build up position in the weak phase
- Jul 29, 2020 10:32 AM IST
IndusInd Bank appears to be over the hump. The inexpensive valuation, therefore, merits attention.
- Jul 16, 2020 09:27 AM IST
Infosys certainly offers a good risk reward despite the rally as valuation catch-up with TCS could lead to sustenance of the positive momentum.
- Jul 14, 2020 08:54 AM IST
Though prima facie Yes Bank's FPO price looks enticing, it hides more than it reveals. We do not see Yes Bank embarking on a sustainable profitable journey anytime soon and we doubt if the structural flaws can be reversed in a hurry
- Jul 10, 2020 09:05 AM IST
TCS will emerge as a strong long-term survivor post the current tumult
- Jun 22, 2020 09:01 AM IST
In the troubled macro environment Muthoot Finance remains an island of relative safety,
- May 14, 2020 08:37 AM IST
No better time than the current crisis to add it for the long term.
- May 08, 2020 09:16 AM IST
We would advise investors to add HCL Tech on every market correction as the long-term proposition remains strong and the company is likely to be a winner in the post Covid-19 era of new normal.
- May 07, 2020 08:38 AM IST
The ride ahead is bumpy for Yes Bank and hence, best avoided especially since a lot of high quality peers are now available at a bargain in the ongoing correction.