HIGH QUALITY GROWTH
Premiumization in India: Unlocking investment opportunities Consider the automotive industry: 60% of car registrations in India in FY24 have been SUVs, highlighting a preference for higher-end vehicles offering status and comfort. In the two-wheeler segment, growth is driven by demand for power bikes Similar...
13 Jul, 2024, 01.14 PM ISTOur technology makes high-quality and sustainable steel tubes that are foundation of modern infrastructure: APL Tubes’ Sanjay Gupta Sanjay Gupta’s company dominates the steel tubes market in India, but he says there is still room for improvement as the country’s usage of this commodity is low when compared with other nations.
12 Jul, 2024, 10.45 AM ISTRetailers focusing on main streets for new store opening According to Cushman & Wakefield, the continued dominance of main street retail leasing is owing to limited new mall openings and a strong demand for high-quality retail spaces.
08 Jul, 2024, 01.58 PM IST
GoI must focus on equitable growth and quality employment The recent Annual Survey on Unincorporated Sector Enterprises (ASUSE) is a valuable source on informal enterprises provided by GoI that promises to tell us about these voters whose dreams lie unfulfilled. They have struggled in the world’s largest i...
04 Jul, 2024, 04.51 PM ISTMidcaps stocks for long term investors: 5 stocks from different sectors with right financial & growth matrix and upside potential of up to 49% Buying quality stocks should be one of the basic principles while investing in markets. But when one is buying mid-cap stocks this principle becomes even more important for multiple reasons. At this point of time, when valuations are high and small ...
29 Jun, 2024, 03.21 PM ISTBack to basics in uncertain times; quality to outperform momentum: Nilesh Shah The election outcome defies market and exit polls estimates. Focus shifts to government formation, analysis of the election verdict, and policy recalibration. Support for bottom-of-the-pyramid consumption likely for inclusive growth.
05 Jun, 2024, 08.30 AM ISTTop stocks to buy: Bet on companies with healthy net profit margins to remain versatile during uncertain market conditions The markets are expected to rally if the election results align with expectations. Nonetheless, persistent macro issues and valuation concerns may constrain the upside potential. Analysts suggest that investors capitalise on the current volatility b...
03 Jun, 2024, 06.30 AM IST'Banks need to look beyond bulk deposits to fund loans': RBI The Reserve Bank of India (RBI) Thursday said that banks must reduce their reliance on wholesale deposits to fund loans and be watchful of the risks associated with their advances and trading exposures amid interest rate fluctuations.
31 May, 2024, 01.26 AM ISTIDFC First Bank to raise Rs 3,200 cr via preferential issue to LIC, others IDFC First Bank will allot around 39.68 crore shares to some of India's biggest institutional investors, including LIC, HDFC Life, ABSL Insurance, Bajaj Allianz Life, ICICI Lombard, and SBI General Insurance.
30 May, 2024, 05.47 PM ISTElection outcomes won't disrupt India's economic stability: Saurabh Mukherjea There will probably be governance continuity as well, but almost certainly there will be policy continuity and hence, my point of view to the foreign investors is, beyond a point, you should not overemphasise the elections.
30 May, 2024, 04.38 PM ISTReduce reliance on wholesale deposits to fund loans: RBI to banks The Reserve Bank of India (RBI) advises banks to reduce dependence on wholesale deposits and manage risks from loans and trading amid fluctuating interest rates. Regulatory measures to curb consumer lending and diversify deposit sources are emphasiz...
30 May, 2024, 04.19 PM ISTLarge Indian banks are expected to improve their asset quality in the current fiscal: S&P India's top banks are set for asset quality improvement in the fiscal year, driven by record profits, which will enhance their balance sheets and underwriting standards. Despite a rise in HDFC Bank's nonperforming loans post-merger, all major banks ...
29 May, 2024, 04.26 PM ISTOptic fiber cable component maker Runaya aims to grow rev to Rs 500 cr over next 3-4 years The transition to 5G and the associated infrastructure upgrades are driving this demand, with the global market for fiber optic cables expected to grow from $9.2 billion in 2021 to over $12 billion by 2024, representing a compound annual growth rate...
28 May, 2024, 08.10 PM ISTStrong fundamentals behind stock market rally, focus on long term investment: Experts The current spurt in the stock market is on account of strong fundamentals and robust corporate earnings and retail investors can look for buying opportunities to accumulate quality stocks, experts said. The benchmark Sensex on Monday scaled 76,000 ...
28 May, 2024, 08.02 PM ISTStocks to buy: Bet on stocks with good entry points now; 5 stocks with up to 27% upside potential Stocks to buy: Identifying recently corrected stocks with good fundamentals can be effective in the current market. Moving averages help distinguish between stocks in correction and those in a bear trend. Stocks that have seen a recent correction an...
27 May, 2024, 06.30 AM ISTMedanta management on business performance, growth outlook and more So, on an overall basis, we are very happy with how things are going. This is in line with our stated strategy of making sure we focus on quality, driving growth through volume.
21 May, 2024, 02.04 PM ISTChina expected to announce new measures to fix property crisis, spur growth China's housing prices dropped in the first four months of the year, while factory output increased by almost 7%. This has lead to officials planning new measures to boost the struggling property industry. The National Bureau of Statistics noted ins...
17 May, 2024, 12.01 PM ISTCredit growth to be between 11-12% for next financial year: Atul Kumar Goel, PNB For the current financial year 24-25, we have set a target of around 57% and remaining 43% will be the corporate advance because we are one of the largest bank of the country.
13 May, 2024, 02.18 PM ISTBanks' underwriting standards at risk amid rapid consumer loan growth, Fitch says Fitch Ratings warns of potential challenges to Indian banks' consumer loan quality due to rapid growth and "untested risks." Concerns include lower transparency in retail underwriting data and reliance on unsecured credit for margin expansion. While...
13 May, 2024, 12.14 PM ISTWhy Saurabh Mukherjea isn't losing sleep over stress in HDFC Bank, Kotak and Bajaj Finance Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: "In HDFC Bank's case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growt...
07 May, 2024, 11.54 AM IST