Time to be selective in NBFCs as earnings premium shrinks: Viral Shah
Investors are advised to be selective with NBFCs. Valuations are high, and earnings growth premiums over banks are shrinking. Margin pressures are a key risk.
Investors are advised to be selective with NBFCs. Valuations are high, and earnings growth premiums over banks are shrinking. Margin pressures are a key risk.
South India’s cement sector is witnessing a promising price recovery, with sustained hikes and a shift towards value over volume. Experts anticipate significant price increases
Corporate earnings in India are poised for a stronger FY27, driven by nominal GDP growth and rupee depreciation, according to Manish Gunwani. While AI disruption
Indian markets face uncertainty driven by US tariff concerns and geopolitical factors, leading to cautious sentiment. AI’s impact on IT services remains unclear, while digital
Waaree Energies shares saw a rise after securing a significant order. The company will supply 500 MW of solar modules to a domestic solar power
Following a significant 1.5-year consolidation, Indian equities show signs of a reset with compressed valuations and policy support. Alok Agarwal believes the bulk of the
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