Valuation of Indices: All Indices and Most Sectors in the Overheated Zone
Over the last year, the key benchmark indices Nifty 50, Nifty Midcap 100 and Nifty Small-Cap 100 have delivered returns of 22%, 56% and 66%...
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HSIE Results Daily: Titan, Astral, Aditya Birla Capital, IRB Infra
Festive purchases resulted in double-digit buyer growth in jewellery, moderation was seen after Nov-23 though Consolidated EBITDAM contracted 55...
402 Views
Leveraged Financials: Emerging Long-Tail Risks in Unsecured Credit
India’s heterogenous unsecured retail credit market (US$160bn, 3-year CAGR at ~23%) has been in the headlines ever since the RBI clamped down on...
316 Views
2024 High Conviction Idea: IDFCBK IN: Best-In-Class Midsize Bank in India; Long-Term Performance
Outlook on IDFC First Bank's profitability and market valuation is moving towards the top quadrant consisting of the best banking peers in India,...
530 Views
City Union Bank - FY24 Guidance Maintained Despite a Sluggish H1FY24!
CUB reported a mixed set of numbers. Credit growth continues to lag industry and peer growth and stood at 2/3% YoY/QoQ. NII de-grew by 5% YoY and...
176 Views