“I have always been and I remain over the long term very positive on the private sector banking universe. India if it continues to grow at about, say, 7% to …
The earnings growth of banks will continue to be weak even in the September quarter, continuing the trend seen in recent quarters. However, the quarter is expected to be better …
George Thomas, Equity Fund Manager, Quantum AMC, says incrementally, things should look better from where we are today. We are more positioned towards IT largecap names which would benefit in …
“There is a case of borrowing in dollars and investing in emerging markets and you saw some very good buying by FIIs in the month of late August and I …
As FIIs lead sectoral churning in the market ahead of the beginning of the rate-cut cycle in India, private bank stocks have once again begun to outperform their high-flying PSU …
“This time around, they have raised the rates at the fastest pace since 1990 and nothing seems to have happened. And I have just written an article yesterday in ET …
While Nifty Bank has logged in double digit returns over the last 1 year, its performance against broader Nifty50 and its other sectoral peers remains subpar. With rising deposit cost …
“Why you are not able to see it because the maximum amount of flow has come in the thematic side in last, let us say, three months in particular, so …
While the months of September are prone to profit-booking, especially if the two preceding months have seen a rise of at least 0.5% each but momentum indicators are pointing otherwise, …
Mumbai: India’s non-state banks are likely entering a period of margin compression, deterioration in asset quality, rising provisions and high credit costs, the June-quarter results for most private sector lenders …