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
Is Zomato priced beyond perfection?
The food delivery major’s IPO is a final attempt to drum up cash in its elusive quest for profitability
Rajesh Padmashali - June 04, 2021
Why today’s high-fliers are so likely to fall back to Earth
You can protect your equity portfolios by choosing to bias them toward value and away from the most expensive end of growth
Ben Inker - June 04, 2021
Why is the BSE valued at only $350 million?
The valuation of Asia’s oldest stock exchange is a fraction that of market leader NSE. Is it justified?
Rajesh Padmashali - March 15, 2021
The hazards of asset allocation in a late-stage major bubble
GMO's Jeremy Grantham is certain that the epic bubble, featuring extreme overvaluation and explosive price rise, will burst
Jeremy Grantham - January 07, 2021
Is Castrol India a mispriced deep value bet or just a dividend play?
The lubricants major’s valuation has eroded over fears of volume contraction due to the onset of electric vehicles
Rajesh Padmashali - January 15, 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
IT stocks are in favour for the same reason that consumer staples seem to be out of favour
Growth predictability arising out of adoption of digital technology has pushed up valuation of software companies
Shruti Venkatesh - September 05, 2020
Should you buy DMart at its current market price of ₹2,190?
The retail stock has jumped almost 50% from its 52-week low, but with Jio entering the space, its valuation may be at risk
August 13, 2020
Will private sector bank valuations correct further?
With uncertainty over the magnitude of bad loans due to the moratorium, banks may face a rude shock in the coming months
July 30, 2020