Ram Prasad Sahu And Hamsini Karthik

Stories by Ram Prasad Sahu And Hamsini Karthik

There's a flip side to linking lending and repo rates

There's a flip side to linking lending and repo rates

Rediff.com   27 Aug 2019

Given the relevance of bank deposits for Indian savers, whether the regulator would permit linking savings interest rate to a repo-like structure needs to be seen, as a move of this nature could increase volatility in savings also.

How old private banks are reinventing themselves

How old private banks are reinventing themselves

Rediff.com   25 Jul 2019

Unlike in the past, when old private banks compromised upon underwriting standards to take on the bulk, they've now realised that scaling up at the cost of quality isn't worth the while. These banks have also readjusted growth targets when required, and rebalanced books to preserve capital and asset quality.

Why stocks of these 3 HFCs are faring so badly

Why stocks of these 3 HFCs are faring so badly

Rediff.com   23 May 2019

Share prices of Dewan Housing, Indiabulls Housing, and PNB Housing have declined 30-80% in the past one year

Summer stocks for your portfolio

Summer stocks for your portfolio

Rediff.com   8 May 2019

Given the school break, this is the peak travel season and companies catering to the 'friends and family' segment are expected to gain.

Why the Street continues to be pessimistic about NBFcs

Why the Street continues to be pessimistic about NBFcs

Rediff.com   24 Apr 2019

Liquidity has improved, but 20 out of 24 NBFC stocks are staring at an over 5% reduction in 12-month target prices.

Why Maruti is staring at worst quarter in 5 years

Why Maruti is staring at worst quarter in 5 years

Rediff.com   22 Apr 2019

Pessimism largely emanates from the fact that the volume outlook for FY20 isn't encouraging at the moment.

10 stocks most likely to make investors RICH!

10 stocks most likely to make investors RICH!

Rediff.com   11 Feb 2019

From Dabur to HUL, here are 10 stocks with significant rural exposure in the auto, agri-chemical and fast moving consumer goods sectors, which should see an uptick in sales growth.

Will banks lend cash to strapped NBFCs?

Will banks lend cash to strapped NBFCs?

Rediff.com   26 Oct 2018

The problem for the NBFC sector is the funding inertia by banks and not lack of funds.

How Kerala floods will impact India Inc

How Kerala floods will impact India Inc

Rediff.com   20 Aug 2018

'Kerala isn't as dependent on agriculture like Bihar or Odisha or even other southern states.' 'Economic losses would not be too intense, unlike other states.' 'The floods could, at best, impact India Inc's earnings for a quarter or two.'

Battle of the giants: HUL beats ITC in both volume and M-cap

Battle of the giants: HUL beats ITC in both volume and M-cap

Rediff.com   21 May 2018

Price cuts post the November GST rate rationalisation helped improve volume growth for HUL, what pegged back sales for ITC is adverse social media rumours against Aashirvaad atta, its single-largest FMCG brand.

Meet Dalal Street's wealth creating machines

Meet Dalal Street's wealth creating machines

Rediff.com   16 May 2018

From MRF to Shree Cement: 23 companies which delivered 30% CAGR in 15 years.

How Malvinder and Shivinder Singh destroyed the legacy they inherited

How Malvinder and Shivinder Singh destroyed the legacy they inherited

Rediff.com   27 Mar 2018

Over-expansion, bad management, and multiple allegations irreparably taint Malvinder and Shivinder Singh

Is TCS moving too fast, too soon?

Is TCS moving too fast, too soon?

Rediff.com   31 Jan 2018

Street may be ignoring TCS headwinds as the stock's peak valuation doesn't seem justified by BFSI weakness, likely higher US tax rates and stronger rupee, reports Ram Prasad Sahu.

This is why Godrej is a big name in India's real estate sector

This is why Godrej is a big name in India's real estate sector

Rediff.com   21 Nov 2017

In the quarter ended September 30, the Pirojsha Godrej-led firm recorded Rs 492 crore net sales, up 49% year-on-year

Don't expect high returns from the stock market

Don't expect high returns from the stock market

Rediff.com   16 Aug 2017

'It is almost four years since we've seen strong growth in earnings.' 'The markets have rallied about 20 per cent in the past year, which is ahead of earnings.' 'So, the stress now will be on earnings to catch up.'

Who will gain the most from SBI's savings rate cut?

Who will gain the most from SBI's savings rate cut?

Rediff.com   1 Aug 2017

Analysts expect banks with a strong deposit franchise to benefit from SBI's rate cut as they too are likely to follow the leader.

Achche Din ahead for these three stocks

Achche Din ahead for these three stocks

Rediff.com   27 Jul 2017

Hamsini Karthik reveals why the ongoing business rejig will help unlock value for shareholders of Grasim, Reliance Capital and Tube Investments

'Never send back Mahalakshmi when she comes to your house'

'Never send back Mahalakshmi when she comes to your house'

Rediff.com   29 May 2017

P S Jayakumar, managing director and chief executive officer, Bank of Baroda, speaks to Abhijit Lele & Hamsini Karthik about loan recoveries, sounding more confident than a year before.

Is India Inc prepared for GST?

Is India Inc prepared for GST?

Rediff.com   29 May 2017

In a conversation with Vishal Chhabria and Hamsini Karthik, Gautam Chhaochharia, executive director & head, India Research, UBS, explains why implementing goods and services tax (GST) may not be as disruptive as many perceive it to be. But, he warns investors shouldn't have high expectations on corporate earnings.

Shikha Sharma on the new NPA rules and the future of Axis Bank

Shikha Sharma on the new NPA rules and the future of Axis Bank

Rediff.com   19 May 2017

Axis Bank Managing Director & Chief Executive Officer Shikha Sharma on the new mechanism for non-performing loans, the bank's loan portfolio, industry outlook and the bank's future plans.