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BANKING NPA CYCLE
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...01 Apr, 2026, 04.26 PM IST- 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 ...01 Apr, 2026, 01.47 PM IST
- 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...31 Mar, 2026, 09.43 AM IST
- Infra, PSU, Midand Small-Cap MFs Biggest Gainers in Modi 2.0The presence of many mid-cap and small-cap companies in niche segments like infrastructure, chemicals, capital goods and consumer discretio...06 Jun, 2024, 10.11 AM IST
- Infra, PSU, mid and smallcap MFs biggest gainers in Modi 2.0Infrastructure, mid-cap, and smallcap mutual funds delivered high returns during Modi government's second tenure from May 2019 to June 2024...06 Jun, 2024, 07.19 AM IST
- Interest rates and prudential norms together help home loan quality: ResearchThe research paper written is jointly by Amar Nath Yadav, Vivek Kumar and Jyoti Kumari of the Reserve Bank of India's Department of Statist...05 May, 2024, 02.41 PM IST
- 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...23 Dec, 2022, 10.00 AM IST
- BofA Securities downgrades SBI, 3 other lendersThe brokerage has cut earnings estimates on banks by up to 90 per cent .06 May, 2020, 07.45 AM IST
- 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.27 Dec, 2018, 03.14 PM IST
- Bullish on 2 sectors that will make 15% in next 10 months: Dharmesh Kant, Motilal Oswal SecuritiesHopeful of 10-12% Nifty EPS growth in Q4, says Head-Retail Research, Motilal Oswal Sec.03 May, 2017, 03.57 PM IST
- Asset quality woes for Indian banks to continue in FY’18 as well: IcraThe fresh additions to gross NPAs during the third quarter of FY’17 was lower at Rs 26400 crore as compared to Rs 1.36 lakh crore during th...12 Apr, 2017, 05.45 PM IST
- Correction in banking space could be on hopes of a new government: Manish SonthaliaThere could be trading plays, but private sector banks are getting rerated on the hope that investment cycle would revive post the coming o...25 Mar, 2014, 11.38 AM IST
- Nothing very sure-footed on the NBFC front: Manish SonthaliaEntire business model needs to be changed with revival in economic cycle, better NPA situations. Maybe situation would improve.12 Mar, 2014, 05.01 PM IST
- Bullish on private sector banks: Vinay KhattarWe have been advising our clients to be in the private sector banks for quite a while now and that rally has played out quite well, says Vi...25 Oct, 2013, 12.26 PM IST
- 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 ...11 Sep, 2012, 04.17 PM IST
- 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 stock10 Feb, 2012, 11.19 AM IST
- 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...25 May, 2010, 02.45 PM IST
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