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Blue chips slide: Valuation worries

Broad external factors are often pointed out as gloom-casters but that doesn’t eclipse the worry that equities in general have exceeded levels justifiable by likely future earnings. ....

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SAEL Industries: USA's DFC, Norfund, two others provide $1 billion to SAEL Industries

Asian Development Bank and Tata Cleantech Capital are the other financiers. The company did not provide a break up of how much of the funding was in the form of debt and what component was an equity investment. ET had reported on 18 January that SAEL Industries was close to finalising a $1 billion funding. DFC recently financed Adani Ports and Special Economic Zone with a $550 million loan for its port terminal project in Sri Lanka. ....

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What's dragging HDFC Bank shares? Return on assets is just one of the worries.

HDFC Banks return on assets (RoA) has slipped below 2%, which is rare. RoA is expected to remain around 1.8%-1.9% for the coming financial years, reflecting a possible pressure on the net interest margin. While its valuation remains high compared to the 10-year average price-to-book value of 3.4x, does the current stock price fall make it for a buy? ....

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