Global Equity Strategy: Growth Over Value
We continue to see coronavirus concerns as helping correct the excess bullish sentiment across global equity markets in the short-term....
318 Views
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...
482 Views
Cholamandalm: 2Q Strong Growth, Moderation Ahead
While Chola issued appropriately conservative 3Q19 guidance, 2Q19 results should be enough to keep investors involved in the stock. Earnings grew...
445 Views
Cholamandalam: Winning from the Trifecta of NIM, Loan Growth and Asset Quality
Cholamandalam Invest & Fin Co Ltd (CIFC IN) (Chola) reported Q4 and FY18 results yesterday and followed up with an analyst call today.Chola...
97 Views
Cholamandalam 2Q18: Vehicle Finance Firing on All Cylinders
Cholamandalam Invest & Fin Co Ltd (CIFC IN) better-than-expected 2Q18 net profit growth of 33% YoY was driven by disbursement growth of 32% YoY...
148 Views