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DARK SECRETS: Kotak - The Real Truth

IT growth vectors "clearly missing"; EV capex pullback hits ER&D players: Mayuresh Joshi

India's IT and ER&D sectors are navigating a structural slowdown, with EV capex cuts impacting companies like KPIT. Near-term macro risks, including geopolitical tensions and inflation, cloud the outlook. Metals face price pressure from increased supply, though low inventories offer future potential. Kotak's Standard Chartered deal appears fairly priced, but…

The Economic Times

Kotak reclaims India ECM lead with mega deals on horizon

Kotak has reclaimed the top position in India's equity capital markets league tables, driven by strong deal execution. With several large public offerings and fundraising transactions in the pipeline, the investment bank is well positioned to strengthen its leadership in the country's booming capital markets.

The Economic Times

Banks, power finance and infrastructure to lead next leg of market rally: Pankaj Pandey

India's banking sector is poised for a rally, fueled by robust credit growth, easing deposit pressures, and stable asset quality, according to ICICI Securities' Pankaj Pandey. NBFCs also stand to gain from a softer interest rate environment. While IT acquisitions may take time for significant returns, power financiers and transmission…

The Economic Times

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HDFC Bank overhang eases, Kotak CEO exit creates fresh uncertainty: What Pranav Gundlapalle is watching now

India's private banking sector faces pivotal moments with two major players at different junctures. HDFC Bank awaits RBI's nod for its CEO, a crucial step for governance confidence and potential stock upside. Meanwhile, Kotak Mahindra Bank navigates uncertainty after its CEO's resignation, with a new leader set to redefine its…

The Economic Times

Affordable housing finance firms likely to regain growth in FY27, but macro risks loom: Kotak

Affordable housing finance companies are poised for a growth rebound from FY27, according to Kotak Institutional Securities. After a subdued period due to lending slowdowns and competition, industry trends are already showing improvement. Disbursement growth accelerated in the latter half of FY26, with managements expressing optimism. While healthy growth is…

The Economic Times

KKR eyes at least $1 billion stake in Medicover's India hospital arm, source says

Global investment firm KKR is in advanced discussions to acquire a significant stake in Medicover's Indian hospital operations. The deal is valued at over one billion dollars. Medicover, a Swedish healthcare group, confirmed these talks. This potential acquisition marks a substantial expansion for KKR in India's growing healthcare sector.

The Economic Times

Private banks remain in focus as credit growth strengthens; selectivity key amid valuation concerns: Dnyanada Vaidya

Private sector banks are attracting investors with robust credit growth and stable asset quality. Experts anticipate a rate cycle shift, boosting margins. While some valuation concerns persist, opportunities for rerating exist in select large banks like ICICI and Kotak Mahindra Bank. Deposit mobilization remains a key area to monitor for…

The Economic Times

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Hospital expansion cycle to keep margins rangebound, but 18 per cent revenue growth trend likely to sustain: Kotak Securities

Indian hospitals are set for strong revenue growth. Brokerage firm Kotak Securities predicts double-digit gains. EBITDA margins are expected to remain stable. This outlook comes despite significant bed expansion. Hospital volumes and diagnostics are showing positive trends. The March quarter performance was robust, with sales and EBITDA growth reported. This…

The Economic Times

RBI's reform package could pull $40-75b inflows, push rupee to 92-93 and keep August rate on hold

The RBI's recent announcements are expected to attract substantial foreign capital, potentially strengthening the rupee. Analysts anticipate the monetary policy committee will hold interest rates steady in August. Measures include expanding access to government securities and offering incentives for foreign investments. These steps aim to boost the economy and manage…

The Economic Times

Sun Pharma Q4 Preview: Can Unloxcyt and speciality drugs help pharma major deliver another strong quarter?

Sun Pharma is expected to post double-digit revenue growth in Q4FY26, driven by strong performance across speciality drugs, domestic formulations, and emerging markets. Brokerages highlight US portfolio strength, new launches like Unloxcyt, and a steady margin outlook despite higher R&D spending, with EBITDA growth supported by diversified global business momentum…

The Economic Times

Why 10 stocks suffered massive Rs 17,000 crore mutual fund selloff in April

Mutual funds aggressively booked profits in April, offloading an estimated Rs 17,000 crore from 10 major stocks like HDFC Bank and Wipro. This strategic sell-off occurred amid concerns over earnings risks, geopolitical uncertainty, and stretched valuations, even as many of these stocks saw significant rallies.

The Economic Times

Why Life Abroad Wasn’t What Indians Expected - Money Isn’t Everything

For years, leaving India for the West or the Gulf was seen as the ultimate life plan — a ticket to higher salaries, better standards of living, safe cities, global education for children, and a more comfortable future. But increasingly, Indians abroad are discovering that a bigger paycheck doesn’t automatically…

Times Life

Hindenburg made just $4 million from $153 billion Adani rout

It was one of the most impactful short-seller reports ever: Hindenburg Research’s 2023 broadside against the Adani Group erased as much as $153 billion of market value.

The Times of India

Vishal Mega Mart picks Kotak, ICICI for mega IPO

Indian supermarket chain Vishal Mega Mart Pvt has picked banks as it presses ahead with a planned initial public offering in Mumbai this year, according to people familiar with the matter.

The Times of India

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RideApart

Is Ola Electric Planning To Go Public By The End Of 2023?

Indian electric two-wheeler manufacturer Ola Electric is riding a wave of popularity in India, and is reportedly in the midst of planning an IPO soon.

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