Non-Leveraged Financials - Volatile Markets and Weak Macros Drive Slowdown
Active equity schemes witnessed a deceleration in net inflows at INR339bn (Q1FY23: INR598bn), despite an all-time high SIP flow run rate (Q2...
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Health Insurance 1.0: Advantage SAHIs
We believe that the recent extension of “Use and File” for retail products is likely to reflate portfolio profitability by containing the...
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Health Insurance 1.0 - Advantage SAHIs
Within the INR1.3tn retail health insurance opportunity (by FY32E), standalone health insurers (SAHIs) are slated to grow faster than multiline...
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Star Health - Arduous Journey Toward Gradual Recovery in Claims Ratio
To mitigate the impact of the elevated claims, the management plans taking a price hike in the 8-9% range across ~65% of the Retail Health portfolio.
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Star Health and Allied Insurance: Sole Beneficiary of Easing Competitive Intensity.
Star Health and Allied Insurance (STARHEAL) has corrected over 15% after the company reported a weak H1FY25 print, as the franchise continued to...
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