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Street positive on SBI Cards despite Q3 miss, on strong growth expectations

Growth and earnings expectations remain strong

Model mistakes

Mathematical modelling is an indispensable analytical tool, but not always accurate. Erica Thompson's book takes a nuanced look at the challenges of matching its predictions against reality

Nykaa stock now a more attractive 'buy', analysts positive but divided

Through financial modelling, experts arrive at a fair value that ranges between Rs 145 and Rs 360

Analysts hopeful of ICICI insurance twins despite Q3 disappointment

Fair value targets of brokerages suggest there is some upside in the two stocks

Explained: Why the 'sponsorless' mutual funds could be a good idea

Sebi's proposal may resolve conflict between regulations and lead to more investment and activity in the bond markets

OMCs likely to see a short-term bounce-back on improved Q3 showing

Given the concerns around biz, though, a full turnaround is unlikely anytime soon

Of metals and rare earths

There's an obvious need to diversify sources of rare earth minerals but, despite new finds in Sweden, China will remain the go-to supplier for the foreseeable future

Correction in ITC stock a good buying opportunity for investors

A sharp hike in tax on cigarettes could see post-Budget selling, but the company's long-term prospects are good and target prices suggest a significant upside

E&C sector on solid ground; FY24 likely to see outperformance

Despite outperformance, sector stocks have a potential upside of 15-25% in the next 12 months

Reasonable growth, attractive valuations for life insurers' stocks

Analysts positive on most of the stocks, especially SBI Life, HDFC Life and LIC

India's cement industry continues to present a puzzle to investors

Given margin pressure and gradual demand revival, companies with strong balance sheet may gain in long run

How to secure personal data amid a breach: Here's a list of dos and don'ts

Use virtual credit cards when you want to make an online transaction

After two challenging years, good prospects for housing finance NBFCs

In the near-term though, maintaining NIMs in a rising interest rate environment will be a delicate balance given its potential impact on volumes

Shriram Finance's business prospects remain healthy, pressure on NIM seen

Valuation targets, though, are close to current price; potential selling by large non-promoter shareholders also an overhang

Good, bad and intelligent

ChatGPT is at the cutting edge of AI research. Its use cases are endless. But it is also not hard to see how AI could potentially cause a global catastrophe

Prospects remain healthy for NBFCs, bank credit shows a strong trend

Topline growth should outweigh any pressure on margins

NMDC: A long-term play on steel cycle; may see decline in FY23 revenues

NMDC's formal demerger of the steel plant may be followed by an initial public offering, or the government could look for a stake sale

2023 could be another strong yr for coal as demand may reach record levels

Coal India, companies with captive coal mines in steel, power and other sectors will be at an advantage

Valuation gap with peers is expected to narrow for Axis Bank

It is leveraging the digital ecosystem, focusing on acquisition of corporate salary accounts, and also cross-selling products to existing clients

Pure maths and the natural world

The book adheres closely to the popular science principle Stephen Hawking articulated in avoiding equations and formulae in A Brief History of Time