2025-07-20Niranjan Ghatule
A comprehensive comparison of Q1 FY26 earnings between ICICI Bank and HDFC Bank. While both posted stable results, ICICI Bank seems to have outperformed on loan growth, asset quality, and margins.
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2025-06-08Niranjan Ghatule
As India becomes the fourth-largest economy, are foreign investors shifting focus toward China? This in-depth article explores how global fund managers are positioning their investments, sectoral strategies in Indian markets, and why defense stocks might not be as attractive as they seem.
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2025-06-04Ravi Mehta
Yes Bank, once a rising star in India's private banking sector, has spent the last few years battling deep financial troubles. But recent developments — including a significant 20% stake acquisition by Japan’s Sumitomo Mitsui Banking Corporation (SMBC) — suggest a potential turnaround.
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2025-05-21Niranjan Ghatule
IndusInd Bank reported a surprising net loss of ₹2,329 crore in Q4 FY25, marking its first quarterly loss in 20 years. The loss was primarily driven by a ₹2,000 crore hit in the derivatives segment and accounting lapses in the microfinance business.
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2025-03-18Niranjan Ghatule
This article provides insights from Nilesh Shah, MD of Kotak AMC, on the current stock market trends, FPI activity, and sectoral opportunities. It covers key themes such as India's structural growth, the impact of foreign investor selling, and strategic investment approaches. Shah emphasizes the importance of quality stocks over momentum, the role of AI and defense sectors
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