How long can this loony financing continue?
Generous central bank intervention continues to distort the valuation of all financial assets
Chaitanya Dalmia - August 02, 2021
“The issue with unwinding of low interest rates is well understood but the outcome is not"
When everyone seems to be watching new economy rising stars, HDFC AMC's Prashant Jain is betting his money on old economy strong businesses
N Mahalakshmi - August 04, 2021
“India is at the cusp of multi-year revival in earnings”
Mirae Asset's Neelesh Surana on how he has positioned his portfolio and the risk factors that he is tracking closely
N Mahalakshmi - March 01, 2021
RITES is a great play on railways. Fund managers feel not much can go wrong
With a diversified asset-light model and an attractive valuation, this PSU is loved by mutual funds
Shruti Venkatesh - October 10, 2020
Cochin Shipyard has been sailing at full steam. Now, the weather is turning rough
The PSU is navigating a rough sea, and time will prove if it is the sturdiest sailor around
V Keshavdev - October 08, 2020
Market goes crazy over a few and ignores the ‘core’
A self-fulfilling prophecy has been playing out with quality companies attracting more inflows
N Mahalakshmi - September 30, 2020
Is the current ‘polarized’ market, the new normal?
In a liquidity fueled environment, the textbook definition of ‘value’ has long ceased to exist
September 30, 2020
Is India's largest insurer as rock-solid as it is made out to be?
LIC's opaque fund management, dismal capital allocation and low profitability are cause for concern
V Keshavdev - September 08, 2020
Why LIC, the country’s largest insurer may never live up to its potential
Its legacy way of doing things could just see it lose market share to aggressive private insurers
September 08, 2020
This is what the government needs to do to maximize the value of its PSU holdings
Many good PSUs are undervalued because investors are wary about the government's ill-timed selling
Chaitanya Dalmia - September 07, 2020