Shares of Motilal Oswal Financial Services, Edelweiss Financial Services and IIFL Holdings have all doubled in the past one year against the Sensex's 23 per cent gain.
Analysts say strengthening bank's capital will boost earnings, bank needs chief with long stint to run show
Two-wheeler firms' profits to slow down following a double-digit decline in sales.
The windfall from RBI may be used to trim borrowing, help fund Rs 3.3 lakh crore capex plan, capitalise banks and provide fiscal stimulus to some stressed sectors, experts and economists said.
HUL, ITC, Nestle, Colgate, Dabur, Britannia, Asian Paints, P&G are trading at nearly 48 times. The previous record high was 53 times at the end of March 1994.
Most NBFCs will have to slow down their loan growth. Some of the most leveraged will have to sell a part of their assets (or loan book) to banks to raise incremental capital. Others may have to knock on the door of their deep-pocketed parents.
Centre took Rs 1,002 bn from here in 2017-18, sharply up from Rs 904 bn a year before and Rs 123.6 bn in FY14
With a loan book of $268 billion, India's retail banking is now ahead of Russia, Malaysia and Mexico but behind China, Brazil and Thailand
NTPC to be the worst hit, stock slides to five-year low on announcement.
Crude oil prices have more than doubled, pushing up India's import bill and raising fears of a higher current account and fiscal deficit. This will impact corporate earnings.
Unless companies press the pedal on implementation, further stock price gains might be limited, says Hamsini Karthik.
Analysts remain confident RIL's refining and petrochemical segment will continue to support growth.
Indian CEOs might like to make some serious course correction.
The Nifty PSU Bank pared losses to end flat after falling as much as 1.05%
Analysts believe total cost of production at Rs 1,000/tonne reasonable for power firms.
Inflows from Europe, falling crude oil to come to the rescue if rupee cracks against the dollar.
Most markets have seen significant erosion in investors' wealth this year
The rupee has depreciated 2.35 per cent in the past three months and one per cent in the past month, despite strong capital flows and falling oil prices.
Worries remain on earnings-valuations mismatch, global issues; resolution of the MAT row could be biggest positive trigger
Total net debt-equity ratio improves for third consecutive year, while investment in new projects hits a 10-year low, says Krishna Kant.
Inflation trajectory does not match the slump in demand, prolonged pause on rates likely.
In the past three years, personal loans have grown at twice the rate of growth in personal disposable income, leading to a steady rise in household indebtedness. At the end of March this year, Indians owed Rs 25.2 lakh crore to banks and listed non-banking finance companies (NBFCs), up 65 per cent in the past three years.
Analysts factor in 200-300-bps impact on sales in FY16
While such buying could indicate confidence in the business, investors should do a comprehensive evaluation before getting into the stock.
The BSE Mid-cap index gained 1.1% while the Small-cap index surged 1.3%, outperforming the benchmark indices
This measure will ensure that the price of a scrip cannot move upward or downward beyond a limit set for the day.
So far, India has attracted over $20 billion in the debt segment, thanks to the rate differential.
While gold returned 12 per cent annual gain in 10 years, Nifty didn't exceed 9 per cent.
IT sector's trading multiples hit post-Lehman lows, providing good entry points.
Asset quality stress has ballooned recently, as growth slowed and interest rates continued to rise.
The management, however, is a bit wary about near-term performance.
As inflation rate is near the upper limit of the comfort zone, experts rule out rate cuts anytime soon
The benchmark Sensex companies' underlying earnings per share are down 3 per cent (on a cumulative basis) since January 2015, against 25 per cent rise in the index value during the period
While most analysts remain positive on TCS and Infosys, they are cautious on Wipro.
Gold is currently trading at Rs 25,200 for 10 grams.
The combined share of customs and excise duties, service tax, and value-added tax in India's gross domestic product reached an all-time high of 10.5%.
New series points to a sharp recovery since FY14.
Technically, the Indian economy is on road to recovery.
BSE's, NSE's overnight liquid fund facility can help stock investors maximise returns
Rising oil prices and diminishing cash pile to limit capacity in 2018-19
