Page 50 - Nikita Vashisht

Analysts see 42% upside in ICICI Bank on market share gain, credit growth

ICICI Bank Q4 review: With steady growth delivery, strong asset quality, and low credit costs, the bank can continue to drive steady low-risk returns with consistent earnings per share compounding

ICICI Bank Q4 preview: Net profit may rise 46% YoY, NII 20%, say analysts

ICICI Bank Q4 preview: The net interest income is expected to grow in the range of 17 per cent to 24 per cent over previous year, up to Rs 12,890 crore

What are FPIs & domestic investors thinking about the market?

Foreign portfolio investors have sold equities worth Rs 1.58 trillion since Oct 2021. Domestic retail and institutional investors have also slowed down their trading activity. What does this indicate?

Analysts bullish on real estate sector amid increased capex, healthy demand

Going forward, the ability of developers to show growth on a high base of FY22 sales, and management of a weak macroeconomic environment along with rising interest rates would be the key monitorables

Real estate sales pick up. Know how to play the theme

After a decade of downtrend, rising investments in industrial and household segments, and sustained demand have brightened the outlook for the real estate sector. How should investors play the theme?

HDFC Bank: Merger, valuation concerns may weigh in near-term, say analysts

HDFC Bank Q4 result analysis: We have seen a de-rating of the bank's multiple in recent years and we are again at a point where the risk of further de-rating is high, analysts say

HDFC Bank Q4: PAT may rise up to 40% YoY on robust loan book, say analysts

HDFC Bank's non-interest income is expected to take a hit due to lower treasury income

March CPI inflation at 6.9% may trigger rate hike cycle from June: Analysts

Annual retail inflation shot up to a 17-month high of 6.95 per cent in March from a year ago, remaining above the tolerance limit of the Reserve Bank of India (RBI) for a third straight month

Equities or bonds? Where to invest in a rising interest rate scenario

The RBI's hawkish approach has taken markets by surprise. It has kicked-off a rate tightening cycle to tame inflation that spiked to 6.95% in March. What're the investment options in this scenario?

Sensex slides 871 pts in two days: Key factors spooking the markets

Rising bond yields, fears of aggressive rate hikes by global central banks, and Covid-19 scare in China are among the key pain-points for investors

Banks could shine in Q4 earnings season

While brokerages expect Q4 earnings of Nifty50 companies to hit record peak levels, the march is expected to be driven by banks and financials. Let's dive into the Street expecting from Q4 results

Bank credit growth seen in double digits in Q4; flat NIMs likely: Analysts

Q4 preview: Analysts believe earnings momentum is likely to gather pace, with healthy loan growth, stable margins, and improving asset quality trends

What are equity and bond market investors expecting from RBI policy?

Inflation is soaring, but the RBI had refrained from raising interest rates. Will this week's policy meeting be any different? Find out what the markets expect from governor Shaktikanta Das

HDFC-HDFC Bank merger: Brokerages see return ratios improving by FY25-26

Analysts think there are multiple challenges such as impact of SLR/CRR/PSL compliance cost; the RBI's aversion to banks holding considerable stakes in para-banking businesses

What does the HDFC-HDFC Bank merger mean for shareholders?

While the merger of HDFC twins will increase the bank's product portfolio and ability to cross-sell, there are financial and regulatory concerns that investors should know. Find out in this report

HDFC - HDFC Bank merger: What's in store for the shareholders?

Shareholders of HDFC Ltd will receive 42 shares of HDFC Bank for 25 shares held

Will rising interest rates and muted corporate earnings dampen FY23?

The ongoing war in Ukraine, hawkish global central banks, elevated crude oil prices, higher inflation and bond yields will be among the drivers impacting performance of markets in this financial year

Inverted US yield curve no more a worry for markets; here's why

The current yield inversion has more to do with the temporary demand-supply mismatch in the bond market and doesn't necessarily signal a recession in the US

Axis Bank-Citi deal: Brokerages list key positives & negatives for the bank

The affluent credit card segment was seen as a gap in Axis Bank's customer positioning and will fit in the lender's retail portfolio.

Ruchi Soya zooms 20% as co says SMSes pertaining to FPO not issued by it

Market regulator Sebi had directed Ruchi Soya to give the option to the FPO investors to withdraw their bids due to 'circulation of unsolicited SMSs advertising the issue'