NIM rebounding after three quarters of contraction, NPAs at a decade low, IDBI uncertainty cleared — the valuation correction that looked like a warning sign is now being read as an opportunity There are not many moments in equity research when a brokerage moves a stock all the way from Reduce to ADD in a … Read more
Nifty up 7.5%, small caps up 18%, 47 of 50 Nifty stocks in the green — April was a remarkable recovery Markets have a way of recovering fastest when the pessimism is most uniform. April 2026 was a case in point. After what PhilipCapital describes as “the worst monthly correction since the Covid-19 crash” in … Read more
Credit quality improving across every segment, gold loans scaling fast, and AI transforming loan processing For the better part of the last eighteen months, the central debate around Bajaj Finance has not been about growth — it has been about credit quality. Whether the stress in certain pockets of the consumer lending book was transient … Read more
Best-in-class PAT growth, consistent equity flow market share, and a gold and silver ETF franchise quietly doing heavy lifting In a quarter where markets were weak and most asset managers were navigating headwinds from softer equity AUM and regulatory uncertainty around expense ratios, Nippon India AMC stood out. PAT growth of 29% year-on-year was, by … Read more
Order book not yet peaked, execution accelerating, margins set for a multi-year climb When a stock runs up 32% in a single month — outpacing both the industrials and power indices by a wide margin — the natural instinct is to ask whether the move is over. JM Financial’s latest note on BHEL is a … Read more
The global bank upgrades Korea on cleared positions and AI-driven earnings, while cutting India to underweight on inflation and demand concerns For much of the last two years, India was the consensus overweight in Asia — the growth story everyone wanted exposure to. HSBC’s latest Asia strategy note marks a meaningful shift in that narrative. … Read more
Industry-leading margins, a distribution machine being actively strengthened, and an embedded value that has grown through Covid, regulation and everything else — Emkay reiterates BUY Not many financial businesses can point to twenty percent embedded value compounding over ten years — through a pandemic, multiple regulatory disruptions, and shifting product landscapes — without raising a … Read more
SEO Pack + Article — MyWealthPost Story: Nestlé India Q4FY26 Results — Mirae Asset Sharekhan BUY Volume-led growth across every category, margins expanding despite input cost pressure, and a distribution machine that keeps reaching further into India There are quarters where a company beats estimates. And then there are quarters where a company beats estimates … Read more
RoA at 2.32% for FY26, asset quality at multi-year best, advances growing 16% — MOFSL calls ICICI Bank its top BUY in the sector If you had to pick one bank stock to hold through a cycle, ICICI Bank would be a strong candidate — and its latest quarterly results only reinforce why. The bank … Read more
A Rs 1.5 trillion data center build-out is quietly creating one of the most compelling multi-year opportunities in Indian capital goods When most investors think about the AI boom, they think about software, chips and cloud platforms. But look somewhere else entirely — at the cables, transformers, switchgear and gensets that will power every single … Read more