105: HDFC shows swift recovery from pandemic with an upbeat outlook

HDFC, India’s largest mortgage lender showed quick recovery from the impact of Covid-19 pandemic in the September quarter. Collections efficiencies are close to pre-covid levels. Loan disbursements are looking up. All the lender now needs is to sustain this momentum for its premium valuations to stick.

132 Episodes

21 Dec 2024

123: DHFL’s resolution turning for the better, but there is risk of buyers remorse

6 MINS

21 Dec 2024

122: Minutes reveal the hawkish side of RBI’s rate-setting committee

6 MINS

21 Dec 2024

121: Emerging market equities the most preferred asset class among fund managers

6 MINS

21 Dec 2024

120: TCS sees significant cloud opportunities but valuations leave no room for error

6 MINS

21 Dec 2024

119: ITC stock gets some light finally but ESG concerns still loom

6 MINS

21 Dec 2024

118: Flipkart IPO may ride piggyback on post-covid boom in e-commerce

6 MINS

21 Dec 2024

117: RBI unperturbed by liquidity yet, but odds for rate cuts lower

6 MINS

21 Dec 2024

116: Auto stocks cheer Nov sales data, but valuations leave less margin of safety

6 MINS

21 Dec 2024

115: L&T stock is out of slumber, but further upside depends on execution

6 MINS

21 Dec 2024

114: Why Nielsen data contradicts good Q2 show by listed FMCG firms

6 MINS

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