Indian NBFCs - Equity Opportunities: Pessimism Bottoming Out, Time to Accumulate
India’s Non-Banking Financial Corporation (NBFC) liquidity crisis needs no introduction. Post the default of AAA rated IL&FS in Sep 2018 and...
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LIC Housing Finance - Not Rational for Bulls or Bears
Recent underperformance leads to a review of the bear thesis. Low PE levels to be expected when the market has reassessed these companies as bank...
473 Views
Value Versus Momentum: If the Shift Underway Holds, Bank Shares May Do Well.
There is a great deal of maybe premature debate about "Value" suddenly trumping "Momentum" after years of underperformance. Similarly, there is a...
831 Views
Nifty 50 Index Review - Tearing up the Rulebook
Last evening, the Index Maintenance Sub-Committee (IMSC) of NSE Indices Limited made changes to the Nifty 50 Index, including Nestle India (NEST...
726 Views
India Bulls Housing Finance- Can It Become Another HDFC? Signs Are Encouraging!!
This is the concluding part of our Housing Finance Companies (HFC) series where we elaborated the outlook of the mortgage industry in India along...
746 Views