RBI asks non-banks to stick to loan cash payout limit livemint.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from livemint.com Daily Mail and Mail on Sunday newspapers.
Post March caution, markets rebounded but earnings season remains weak. Focus should be on turnaround signs or visibility in stock selection. Amit Khurana of Dolat Capital says that while battery companies have outperformed, IT midcaps remain overvalued. He is positive on capex stories but remains wary of high valuation stocks.
Rahul Jain discusses potential impact of Swiggy IPO on competitive landscape, Zomato valuation, and quick commerce sector dynamics. Anticipates changes in competitive intensity, valuation equilibrium post listing, highlighting Blinkit competition and strategic differences between Zomato and Swiggy.
The lender moderated loan growth in Q4 in favour of a strong focus on deposit mobilisation. Exceptional income will also likely bolster quarterly earnings in a challenging environment.