"Steady decline in moratorium book, reduction in SMA numbers and improving collection trend has eased pressure on asset quality. While we remain watchful of the trends ahead as customer activation rate is still at 67 percent against 80 percent under normal circumstances, we expect collection trends to improve gradually as guided by the management," said Motilal Oswal. … [Read more...] about AU Small Finance Bank shares fall 2%; brokerages express mixed views on road ahead
Public banks vs private banks
How to Gauge Sector Performance: It can sometimes be difficult to know how different sectors are performing. Looking at just one bank, for example, might not an indication of the entire banking sector. Lucky for us, the BSE has created multiple indices to track all the major sectors.IT, Auto, Banking, Capital Goods, Consumer Durables, FMCG, Housing, Metal, Oil and Gas, Power, PSU, Pharma, and Technology each have their own indices. Each index is made up of the major companies within that sector. This is highly useful: we can, for example, see how each sector reacted to the Budget by seeing which indices performed the best since Budget Day. While the overall Sensex gained 2.03percent, out all 13 sectors that have indices available, one sector clearly stood out: housing. … [Read more...] about Investors must focus on picking up right stocks post Budget
"During a downturn, dividend yield gains more importance. High dividend yield stocks need to be considered on a case-to-case basis given that many may not be attractive investment bets. Valuations, earnings growth expectations, and the upside potential should always be considered while stock-picking," said Siddharth Sedani, Vice President- Equity Advisory, Anand Rathi Shares and Stock Brokers. … [Read more...] about Are all dividend stocks good bets? Experts suggest 8 companies that investors can look at
One thing people must remember that markets can remain irrational more than you can remain solvent. There are periods when stocks behave according to fund-flow and not according to their fundamentals. So, if you are leveraged in a position, you can be in serious trouble if the stock prices move against you. … [Read more...] about Weekly dossier: Ambareesh Baliga, Saurabh Mukherjea and Nilesh Shah on markets and art of investing
"Midcaps and smallcaps are slowly coming back. Midcaps outperformed in the month of June, however, the July performance has been a mixed bag. As market volatility reduces and largecaps become more expensive, midcaps are likely to see improvement in the performance," said Kulkarni of Axis Securities. … [Read more...] about Market up 48% from March lows; time to change strategy and rejig portfolio?