Hamsini Karthik
Private lenders may have to cede profitability to strengthen deposit base
For investors, the key takeaway is that the days of brisk margin expansion for private banks may be well behind them as they once again chase retail customers to shore up deposits
 "Private lenders may have to cede profitability to strengthen deposit base")
SBI Life takes a lead over ICICI Prudential, HDFC life on key parameters
With favourable business mix and valuations, stock emerges top pick for analysts
 "SBI Life takes a lead over ICICI Prudential, HDFC life on key parameters")
Margin-led growth likely from FY19 for P&G Hygiene Healthcare
Stock trading at over 50x FY20 earnings estimates; this limits the upside for investors
 "Margin-led growth likely from FY19 for P&G Hygiene Healthcare")
Market uncertainties will likely come to an end by mid-2019: Mahesh Patil
Our preference is towards domestic consumption. We believe India will continue to see steady economic growth with a marginal improvement in FY20, says Mahesh Patil
 "Market uncertainties will likely come to an end by mid-2019: Mahesh Patil")
Aditya Birla Capital disappoints despite strong potential
However, asking price of 1.8x its FY20 book value a key positive for stock
 "Aditya Birla Capital disappoints despite strong potential")
Cummins India ticks right boxes on growth, value; sees uptick in demand
Valuation of 26 times its FY20 earnings estimates looks attractive
 "Cummins India ticks right boxes on growth, value; sees uptick in demand")
L&T Finance Holdings: Possible NPA shocks dampen outlook, stock falls
Watch out for high exposure to non-retail loans of the company
 "L&T Finance Holdings: Possible NPA shocks dampen outlook, stock falls")
Next step in PSB consolidation process is some time away, say analysts
The current strength of banks and capital infusion plans of the government rule out an immediate merger
 "Next step in PSB consolidation process is some time away, say analysts")
Dalal Street may have less support from domestic investors in 2019
Domestic investors have been buyers of Indian stocks since 2015
 "Dalal Street may have less support from domestic investors in 2019")
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