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BFSI CONCENTRATION RISK
Q1 earnings suggest an improving earnings cycle, but the recovery remains uneven across sectorsQ1 FY27 earnings signal an improving corporate earnings cycle with NSE500 profit growth at 21%, outpacing expectations. However, recovery r...- SIDBI backing is a ‘huge stamp of credibility’ for Cedar Hill Capital: Sahil AnandSIDBI’s backing of Cedar Hill Capital’s fund marks a strong vote of confidence in its strategy of investing in AI-first enterprise FinTech,...
- Banks or NBFCs? DSP's Preethi R S explains where she sees the best opportunitiesDSP Mutual Fund’s Preethi R S remains constructive on India’s financial sector, favouring lenders with strong deposit franchises, disciplin...
- Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh PalviyaAxis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge....
- 101 equity mutual funds doubled money in 5 years; 4 did it in just 3 years. Should you invest now?More than 100 Indian equity mutual funds doubled investors' money over five years, but experts caution against chasing past winners. While ...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- Nifty in control of FIIs? The unlucky 13 bluechips facing the hardest institutional selloffForeign investors have significantly reduced holdings in many Nifty companies since September 2024. This has impacted top blue-chip stocks,...
- From financial services to healthcare, enterprises driving AI adoption in India are all in Mumbai: TEAMOn the eve of Mumbai Tech Week, Sharad Sanghi of Neysa AI, Aakrit Vaish of Activate, and Naiyya Saggi of EDT spoke with ETtech editor Samid...
- Ro Fund Management launches ‘Ro Stars of India Fund’ under Category III AIF platformMumbai-based Ro Fund Management has launched the ‘Ro Stars of India Fund’, a SEBI-registered Category III AIF focused on generating high-al...
- After 2022 dip, GCCs stage strong comeback with 40% share of office demand in 2025GCC leasing in India rebounds strongly. Nearly 100 million sq ft absorbed since 2021. GCCs will command 40% of office demand in 2025. Leasi...
- Banks rule UPI rails; Bizongo under scannerHappy Friday! A small group of banks quietly control most of the money received through UPI. This and more in today's ETtech Morning Dispat...
- India's Q4 earnings fare better than expected, but downgrades outstrip upgrades: Motilal OswalIndian companies have shown strong earnings for the March 2025 quarter. Metals, technology, BFSI, and oil & gas sectors performed well. How...
- ETMarkets Smart Talk: Ambit’s portfolio shift - FMCG, Healthcare get higher allocation amid volatilityAs macroeconomic uncertainties, interest rate movements, and global trade tensions shape market sentiment, Ambit has increased its allocati...
- Exposure to India's infra sector helps LIC, SBI outshine peersShares of state-owned behemoth Life Insurance Corporation (LIC) have outperformed rivals like HDFC Life and ICICI Prudential Life as it pla...
- Who should consider a thematic or sectoral fund?Thematic funds focus on specific themes like manufacturing, real estate, and energy, carrying higher risks due to concentrated investments....
- After data and analytics, AI puts BFSI on upskilling path againThe BFSI sector has embraced data analytics and AI to improve customer experience. Upskilling in AI-related domains and developing soft ski...
- Fundamental Radar: The 3 “Highs” that make Happiest Minds a worthy bet in IT spaceIt is a high-growth, high-quality, high-valuation IT services company, according to analysts Apurva Prasad and Amit Chandra of HDFC Securit...
- Possibility of earnings downgrade in FY21 quite high: Gautam DuggadGautam Duggad, Head of Research - Equity, Motilal Oswal Securities says till we are in this 5-5.5% GDP growth environment, it is too risky ...
- CRISIL sees 1-yr fundamental value for Polaris at Rs 247CRISIL Equities has assigned a fundamental grade of 4/5 and valuation grade of 5/5 to Polaris Software Ltd, which indicates the company’s f...
- CRISIL sees 1-yr fundamental value for Polaris at Rs 247CRISIL Equities has assigned a fundamental grade of 4/5 and valuation grade of 5/5 to Polaris Software Ltd.
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