2020 High Conviction: LIC Housing Finance: A Growth Compounder Ripe for Re-Rating
LIC Housing Finance (LICHF IN) is a veteran housing finance company (HFC) in India and is the second largest pure-play housing finance player in...
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Indian NBFCs - Equity Opportunities: Pessimism Bottoming Out, Time to Accumulate
India’s Non-Banking Financial Corporation (NBFC) liquidity crisis needs no introduction. Post the default of AAA rated IL&FS in Sep 2018 and...
491 Views
LIC Housing Finance - Not Rational for Bulls or Bears
Recent underperformance leads to a review of the bear thesis. Low PE levels to be expected when the market has reassessed these companies as bank...
444 Views
Value Versus Momentum: If the Shift Underway Holds, Bank Shares May Do Well.
There is a great deal of maybe premature debate about "Value" suddenly trumping "Momentum" after years of underperformance. Similarly, there is a...
484 Views
Nifty 50 Index Review - Tearing up the Rulebook
Last evening, the Index Maintenance Sub-Committee (IMSC) of NSE Indices Limited made changes to the Nifty 50 Index, including Nestle India (NEST...
622 Views