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NPA CYCLE
Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...- AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
- PSU bank stocks vs private banks in FY27: The valuation trap you need to avoidPSU banks achieved historic profit and NPA lows in FY26, yet analysts favor leading private banks for FY27. This shift is driven by superio...
- Muthoot Microfin grew 13% when the industry shrank 20%; CEO explains what's nextMuthoot Microfin defied industry decline, growing assets by over 13%. The company improved its loan repayment rates and reduced bad loans. ...
- Mayuresh Joshi's top picks: Chemicals the dark horse, underweight on ITIndian markets delivered strong earnings, but opportunities vary. Autos show stable demand with input cost risks. Chemicals are a potential...
- Banks should shift exposures from vulnerable MSMEs, lay-off-exposed retail borrowers: EYBanks must act on early risk signals amid the West Asia war. EY suggests shifting exposure from vulnerable small businesses and retail borr...
- Breaking the pattern: A downcycle without macro stress?India’s latest market downturn is unusual because stock prices have corrected sharply despite a resilient macro backdrop. Unlike past cycle...
- Sammaan Capital margins will double, cost of funds to drop 250 bps as IHC deal closes: Gagan BangaSammaan Capital anticipates a strong future. A major capital boost from International Holding Company is expected to lower borrowing costs ...
- Buy on dips; Vaibhav Sanghavi bets on data centres, private banks & consumer stocks for 3–5 year horizonGlobal tensions are creating market dips. Vaibhav Sanghavi, CEO of ASK Hedge Solutions, sees this as a chance for long-term investors. He i...
- Positive on banks, auto in a multiyear basis: Dipan Mehta"We are very positive on autos, especially Maruti. It is going to see some exciting new models and some of the existing models like Grand V...
- Need to take bottom-up approach in media sector: Rupesh Patel, Tata Asset ManagementA few large PSU banks can be a beneficiary of this bottoming out of NPA cycle, says Patel.
- SBI’s NPA cycle has peaked out, better days expectedG.Chokkalingam, Founder, Equinomics Research & Advisory, answers all your stock queries.
- We are nearly at the peak of NPA cycle: Sanjay Chamria, VC & MD, Magma Fincorp
- Current NPA cycle much better than previous ones: Arundhati Bhattacharya, SBI"Cost to income on the cost side, we have done a very good job in keeping cost very tightly under control."
- Avoid all financials; this could be the beginning of a large NPA cycle: Hemindra Hazari, Banking Expert"If very large corporates become NPAs, the situation will take a turn for the worse. We have already seen it happen in the case of one of t...
- Worst for the NPA cycle could be just one or two quarters away: Mehraboon Irani'NBFC space and the banking space should be 18% to 20% of investor’s portfolio and in that SBI should be the best bet.'
- Avoid banking space for now: Emkay Global Financial ServicesIf you look at this is a first rally where the banking sector has underperformed the broad index Nifty. It is for the first time when this ...
- NPA cycle has peaked out for SBI: Prakash DiwanSBI is more of a proxy to what happens to the quality of credit in the country.
- Hold SBI with a long term view: Prashastha Seth, IIFL WealthIf we have a 12 months timeframe, there is value in SBI. So for a long term view, we could continue to hold the stock
- Positive on banking sector: Karvy Stock BrokingAs you rightly said, we are positive on all the banks overall. The one thing is that for this year 21-24% credit growth would not be diffic...
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