Primer: Power Finance (POWF IN) - Sep 2025
Dominant Market Position with Sovereign Backing: As India's largest Non-Banking Financial Company (NBFC) dedicated to the power sector, PFC...
65 Views
RECL - Near Insatiable Power Credit Demand, Great NPL Trend, New Maharatna Status, 3x Avg Div Yield
High demand for power related lending can last for decades, marked improvement in credit metrics, new Maharatna status (only 12 companies have...
430 Views
RBI’s Relief Push: How Easier Infra & Realty Credit Norms Could Impact Banks & NBFCs
​RBI eases project finance provisioning norms, boosting credit flow to infrastructure and real estate sectors while reducing capital strain for...
241 Views
NIFTY200 Momentum30 Index Rebalance: 38 Changes; 65% Turnover; US$1.7bn Trade
There are 19 changes a side and all names are in line with our forecast. Estimated one-way turnover is 64.9% resulting in a one-way trade of INR...
823 Views
Nifty Next50 Index Rebalance Preview: Big Capping Flows in December; Methodology Change Coming?
The introduction of new F&O contracts will result in an estimated 21.9% turnover and a one-way trade of INR 75bn (US$881m) for the Nifty Next50...
884 Views