Asian Equities: India Focus List After the Recent Dislocation - Financials and Small/Mid-Caps Abound
India is 10% cheaper over past 10 weeks, some sectors & stocks more so. We screen 37 high growth stocks with decent future growth, sound valuations...
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HSIE Results Daily: Cholamandalam Investment and Finance Company
Cholamandalam Investment and Finance Company: CIFC’s Q4FY26 earnings were ahead of our estimates, driven by NIM reflation, strong other income, and...
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HSIE Results Daily: Cholamandalam Investment and Finance Company, Ambuja Cement...
Cholamandalam Investment and Finance Company: CIFC’s Q4FY26 earnings were ahead of our estimates, driven by NIM reflation, strong other income, and...
94 Views
Banking, Financial Services and Insurance (BFSI) - Q4FY26: Earnings Preview
Credit growth has revived strongly (~15% YoY for our coverage universe), led by SFBs and PSBs/Mid-sized private banks, though geopolitical risks...
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HSIE Results Daily: Bajaj Auto, Trent, Cholamandalam Investment and Finance Company...
Bajaj Auto: Considering the improved outlook in the domestic market—supported by GST rate rationalization, product up-trading, and a focus on new...
229 Views