Gurmeet Chadha suggests investments in tier II banks, good NBFCs like Poonawalla UGRO. He discusses impacts on stocks like PFC, REC, IREDA due to RBI norms. Chadha also mentions the excitement around Aadhar IPO and counter cyclical investments in various sectors.
Deepak Shenoy highlights market volatility driven by global dynamics and regulatory issues. He discusses the potential impacts of RBI norms on power financiers and analyzes Kotak Bank s income challenges post-RBI ban, emphasizing the importance of cautious optimism amidst uncertainties.
CMD Pradip Kumar Das elaborates on IREDA s growth strategy, leveraging Navratna status for lower borrowing costs and overseas green bond exploration to support sustainable project financing and brand building efforts.
On 22nd April, Shares of Indian Renewable Energy Development Agency Ltd (IREDA) rose by 12 percent after the company reported a strong performance in the Q4 results for the quarter ended in March 2024.