Quarter of consolidation, with an eye on earnings recovery
Credit cost to stay elevated on potential second COVID wave impact
* 1QFY22 to be a quarter of consolidat..
Insurance tracker July’21 – Private players gaining market share
The insurance industry witnessed muted growth in Jul’21, despite a lower base of las..
Oil rebound & gas strength improves ONGC & GAIL’s outlook
Brent is up 8% to over US$74/bbl from the lows of last week caused by OPEC+ decision to hike ou..
Restructuring to rise in the absence of a moratorium
Impact of the second COVID wave significantly lesser than the first wave
* 1QFY22 started off on a high note, w..
Health remains the singular contributor to growth
Due to weakness in motor insurance growth and high base effect in fire, health has become the sole growth driver for ..
Individual WRP for private players grows ~16% YoY (two-year CAGR of 4%) in Jun’21
LIC grows ~1% YoY (two-year CAGR of 4.4%), market share of private players grow..
Second Covid wave and lockdowns – weak growth and asset-quality deterioration:
After analyzing the Q1FY22 performance of most vehicle financiers, we can see a s..
Jewellery Hallmarking – Under-appreciated facets
Consensus understands and appreciates jewellery hallmarking (JH) as a tailwind for industry formalisation. In ou..
Ready to roll
Return of growth, supported by timely capacity addition | APTY is our top pick
* The Indian Tyre industry is expected to recover from five years of we..
Q1FY22 Preview: Broadcasting ahead of box office
After seeing a rebound in Q4FY21, advertising revenues of broadcasters in Q1FY22 are expected to be adversely affected..
SAHI outperformance continues
Gross domestic premium income (GDPI) for non-life insurers grew 7% YoY in Jun’21 – of which, private players’ GDPI grew..
Worm’s world view #33: Conversations with TATA CONSUMER distributors in Western Maharashtra
Due to price hikes, the total commission earned by distributors has i..
Rupee falls 10 paise to 73.94 against US dollar in early trade
Rupee strengthens against US dollar on Tuesday
Rate decision, US stimulus likely constraints to rupee's further appreciation
Rupee slips on RBI's dovish stance, 'loose' policy
Currency Squeeze: Rupee expected to weaken further
SpiceJet looks to save Rs 1K crore on commercial settlement with MAX lessors
Key gauges close deep in red on Monday
Sell Copper In The Range Of 710-711 SL Above 715 TGT 704/700 - Axis Securities Ltd
Gold, Silver, Crude Oil, Natural Gas, Copper, Nickel, Zinc, Lead, Aluminium Commodity Report of 20 september 2021 By Geojit Financial
Â© Copyright 2017 - investmentguruindia | All Rights Reserved. | Crafted By - Digi Interface