The fourth quarter earnings season is picking up momentum and on Tuesday as many as 16 companies will announce their quarterly numbers. Key earnings to watch out include from Waaree Energies, Tata Communications and HCL Tech. Apart from the above, Cyient DLM, Havells India, Delta Corp, JMU Fintech, Mahindra Financial, Hathway Cable and Datacom, Choice … Read more
Yes Bank is expected to report double-digit growth in its March quarter earnings, with net profit rising by 35–44% on a year-on-year basis, according to estimates by a couple of brokerages. The topline could be in the range of Rs 608 crore to Rs 652 crore in Q4FY25. The lender’s Net Interest Income (NII) could … Read more
“The new world initially was looking extremely uncertain, but I cannot say that uncertainty is still not there. Uncertainty is there, but the impact probably could be a bit might diluted. And second from India point of view, probably it is a great opportunity from India point of view,” says A Balasubramanian, MD & CEO, … Read more
The fourth quarter results are underway and some big earnings are scheduled for this week. To kickstart on Tuesday are the earnings from ICICI Lombard, ICICI Prudential Life and IREDA. Apart from the above, Delta Industrial Resources, GM Breweries, Hathway Bhawani Cabletel and Datacom, MRP Agro and Swastik Safe Deposit and Investments will also announce … Read more
“One space that is still not looking great is the MFI space because that is a situation where the management, for the lack of a better word, has not thrown in the proverbial towel yet, which means that the situation has to get a little worse before they become attractive assets,” says Jigar Mistry, Buoyant … Read more
“Looking at the current market conditions, we are still cautious on the Indian Stock Markets at least in the short-to medium term. If an investor has a net portfolio loss, then firstly it’s important to look at the current holdings,” says Amit Jain, Co- Founder of Ashika Global Family Office Services. In an interview with … Read more
“Gold looks on a better footing. It has delivered great return like equity, but we will have to realise whether we will be able to liquidate gold or not,” says Nilesh Shah, MD, Kotak AMC. Gold and Nifty have given similar returns. I mean, why are we doing so much of analysis every day? So … Read more
“So, it is important for the West and the US tech companies to be able to get their AI cost structure down much lower and much more open so that other companies can actually take advantage of it.” says Ray Wang, Constellation Research.It is a subject that you deeply researched on and I am sure … Read more
“I think investors are beginning to understand that there are cheaper alternatives which give them similar growth profile, similar earnings growth profile in the medium term but available at far lower valuations,” says Manishi Raychaudhuri, Veteran Investor In Asian Equities. They say that if you are a long-term bull, ETF is the best and the … Read more
“We expect that while the intensity of downgrades will not be as high because this time the expectations are not as high, still there will be further downgrades,” says Abhay Agarwal, Founder & Fund Manager, Piper Serica.What is the expectations from these two mega events earnings and budget?Abhay Agarwal: On the earnings side, we are … Read more