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NBFC BLOWOUTS
Have markets bottomed out? Dipan Mehta weighs in on the road aheadIn fact, investors can have 70-80% of their portfolio within these four sectors and that can, I would say, high degree of them outperformin...
Bond inclusion positive for banks; return of FII flows to benefit private banks: Pranav Gundlapalle, Sanford C BernsteinPrivate sector banks, particularly HDFC Bank, are poised for growth and profitability. Indian bond inclusion may impact liquidity and inter...
Debt knell: With retail debt past Rs 40 lakh crore, worries about defaults on repayments riseRetail debt in India — at over Rs 40 lakh crore — has never been so alarmingly high, and lenders have a lot to worry about. Non-performing ...
TCS & Infosys: Great ROE cos or great growth cos?Both TCS and Infosys are IT enablers but therein lies both their strength and their weakness, says Saurabh Mukherjea.
What are the mixed signals from stock market telling investors?Here are six signs emanating from the market that investors should take note of.
10 NBFC stocks that have fared well despite crisis in the sectorNot all NBFC stocks fared poorly. Here are 10 stocks that have given extraordinary returns in the past year.
Can't say about next month, but I know where to make money in next 2-3 years: Anshul Saigal, Kotak PMSIf you get perturbed by volatility, you will miss out on opportunities, says Saigal.
Uday Kotak on challenges in financial sector, liquidity stress, IL&FS and moreAshwiNext six months are going to be very crucial in how India handles the challenges in financial sector.
We are only halfway through a brutal shake-out in HFC, NBFC sector: Saurabh Mukherjea"Rest of the blow- up in NBFC sector will happen 6-7 months following elections"
Will the tropical cyclone in NBFCs make a landfall?To be sure, there hasn’t been any major default to destabilise the market.
View: Inflation targeting: Did India sleepwalk into a policy disaster?In essence, the outcomes on the essential premise of IT haven’t come out too well, at least not yet.
Growing NBFC clout may bring more pain to financial systemThe report also shows that Indian NBFCs hold the largest share of 46.5% in the local mortgage assets in Mar 2017.
Grab this opportunity to buy blue-chip stocks at lower prices: Dipan Mehta“The underlying fundamentals of the Indian economy and earnings growth trajectory remain intact.”
Sweet spot coming up for IT as firms get back their mojo: Dipen Sheth, HDFC SecuritiesIndian IT industry is run by some of the smartest people, says Dipen Sheth of HDFC Securities.
Go contra on these 2 sectors for next 2-3 years: Krishna Kumar Karwa, Emkay GlobalGiven stronger 2017 vase, expect more moderate and possibly back ended returns in 2018.
Investment in Shriram strategic, won’t quit: Ajay PiramalBillionaire deal maker says Shriram founder endorses his role, but some insiders unhappy
Best is over for metal stocks, don’t expect 200% returns: P Phani Sekhar, Karvy Stock BrokingAviation is a space that one can look at from a 12 to 15 months point of view but if oil prices go up by 10% to 15%,, then all bets are off...
Don’t judge mid-caps on index valuations aloneMid-caps are not as costly as they appear to be and analysts say there is still scope for appreciation.
Hold on, midcaps still have some steam leftWhile BSE Sensex has surged 8.2% over the turn of the year, BSE Midcap has gone up 12.5%. Which means the BSE Midcap is trading at 34% prem...
Indian market faces very little threat from the global scenario: Yogesh MehtaThe second half of FY16 should be better and we will see that economic revival, which we had been talking about all this while, says Mehta.